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TripAdvisor

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$1.04K -$417 -20 -26%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.34K +64 +457%
HS
253
Horan Securities
United States
$899 – – –
PA
254
PSI Advisors
Florida
$899 – – –
EARNEST Partners
255
EARNEST Partners
Georgia
$827 – – –
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$719 – – –
CFGS
257
Concourse Financial Group Securities
Alabama
$611 -$6.6K -316 -90%
QC
258
Quent Capital
New York
$575 -$417 -20 -38%
BWL
259
Bogart Wealth LLC
Virginia
$539 – – –
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$485 – – –
BWAM
261
Boyd Watterson Asset Management
Ohio
$432 +$501 +24 New
MPCL
262
My Personal CFO LLC
Washington
$378 +$438 +21 New
AF
263
Advisornet Financial
Minnesota
$324 -$355 -17 -49%
VCM
264
Versant Capital Management
Arizona
$324 – – –
FFA
265
Farther Finance Advisors
California
$324 +$376 +18 New
RA
266
Rise Advisors
New York
$180 – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$162 +$42 +2 +29%
SC
268
Schubert & Co
Texas
$144 -$21 -1 -11%
NA
269
NewEdge Advisors
Louisiana
$78 +$90.1K +4,314 New
DI
270
Disciplined Investments
Oklahoma
$54 – – –
SIC
271
SJS Investment Consulting
Ohio
$54 +$42 +2 +200%
S
272
SignatureFD
Georgia
$3 – – –
FCM
273
Freshford Capital Management
New York
– -$37.3M -1,687,556 Closed
ClearBridge Investments
274
ClearBridge Investments
New York
– -$16.4M -742,838 Closed
Fuller & Thaler Asset Management
275
Fuller & Thaler Asset Management
California
– -$9.13M -413,626 Closed