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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
– -$1M -7,152 Closed
CHJWM
377
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$672K -4,805 Closed
QIM
378
Quantitative Investment Management
Virginia
– -$643K -4,600 Closed
TI
379
Turner Investments
Pennsylvania
– -$592K -4,233 Closed
MFS
380
Monetta Financial Services
Illinois
– -$574K -4,100 Closed
IA
381
Icon Advisers
Colorado
– -$560K -4,000 Closed
USAA
382
United Services Automobile Association
Texas
– -$529K -3,781 Closed
PSI
383
Pinnacle Summer Investments
Virginia
– -$408K -2,920 Closed
MFS
384
MSI Financial Services
Massachusetts
– -$400K -2,859 Closed
EFS
385
Essex Financial Services
Connecticut
– -$371K -2,650 Closed
BCM
386
Bluefin Capital Management
New York
– -$350K -2,500 Closed
FNYS
387
First New York Securities
New York
– -$350K -2,500 Closed
ICM
388
IMS Capital Management
Oregon
– -$312K -2,230 Closed
LS
389
Lupo Securities
Illinois
– -$297K -2,126 Closed
DHFB
390
Dixon Hubard Feinour & Brown
Virginia
– -$290K -2,075 Closed
FAB
391
First American Bank
Illinois
– -$276K -1,975 Closed
LNC
392
Lincoln National Corp
Pennsylvania
– -$272K -1,946 Closed
V
393
Veritable
Delaware
– -$257K -1,837 Closed
VAM
394
Visium Asset Management
New York
– -$254K -1,818 Closed
SWP
395
Stratos Wealth Partners
Ohio
– -$241K -1,729 Closed
American Century Companies
396
American Century Companies
Missouri
– -$237K -1,695 Closed
PVWM
397
Point View Wealth Management
New Jersey
– -$222K -1,586 Closed
PIC
398
Portland Investment Counsel
Ontario, Canada
– -$210K -1,500 Closed
RCM
399
Reynolds Capital Management
Nevada
– -$210K -1,500 Closed
HCM
400
Howland Capital Management
Massachusetts
– -$201K -1,437 Closed