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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
451
American Capital Advisory
Idaho
$451 – – –
MWM
452
Mascoma Wealth Management
New Hampshire
$450 +$373 +9 New
IAIM
453
International Assets Investment Management
Florida
$438 -$996 -24 -73%
FMP
454
Financial Management Professionals
Texas
$400 – – –
RWM
455
Raffa Wealth Management
District of Columbia
$300 – – –
KFAS
456
Keating Financial Advisory Services
Kansas
$300 +$41 +1 +20%
PMFA
457
Plante Moran Financial Advisors
Michigan
$300 +$249 +6 New
BWL
458
Bogart Wealth LLC
Virginia
$250 – – –
MCM
459
MV Capital Management
Maryland
$201 -$83 -2 -33%
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$201 – – –
JWA
461
JFS Wealth Advisors
Pennsylvania
$201 – – –
BHWM
462
Bay Harbor Wealth Management
Maryland
$200 – – –
LI
463
LRI Investments
Florida
$200 +$166 +4 New
DF
464
Dunhill Financial
United Kingdom
$169 – – –
AWM
465
Abound Wealth Management
Tennessee
$151 +$124 +3 New
HIA
466
HFM Investment Advisors
New Jersey
$151 +$124 +3 New
SWM
467
SHP Wealth Management
Massachusetts
$150 +$124 +3 New
SGFG
468
Silver Grove Financial Group
New York
$100 +$83 +2 New
DF
469
DecisionPoint Financial
Arizona
$98 +$83 +2 New
MCA
470
Maryland Capital Advisors
Maryland
$51 +$41 +1 New
Fuller & Thaler Asset Management
471
Fuller & Thaler Asset Management
California
– -$53.7M -1,474,843 Closed
WP
472
Woodline Partners
California
– -$35.5M -975,958 Closed
Renaissance Technologies
473
Renaissance Technologies
New York
– -$6.17M -169,300 Closed
HF
474
HRT Financial
New York
– -$4.39M -120,492 Closed
QCM
475
Qsemble Capital Management
New York
– -$4.09M -112,221 Closed