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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
401
Engrave Wealth Partners
Texas
$4K -$10K -116 -62%
ETC
402
Exchange Traded Concepts
Oklahoma
$4K -$605 -7 -10%
BCA
403
Berman Capital Advisors
Georgia
$3K -$1.9K -22 -31%
IA
404
IFP Advisors
Florida
$3K -$950 -11 -17%
CFGS
405
Concourse Financial Group Securities
Alabama
$3K +$3.97K +46 New
SNT
406
Security National Trust
West Virginia
$3K +$4.41K +51 New
BAM
407
Bellevue Asset Management
Washington
$2K -$345 -4 -14%
LC
408
Lindbrook Capital
California
$2K – – –
LSA
409
Lion Street Advisors
Texas
$2K +$2.25K +26 New
WT
410
Washington Trust
Rhode Island
$2K +$2.68K +31 New
ED
411
Exane Derivatives
France
$1.26K – – –
RWM
412
Raffa Wealth Management
District of Columbia
$1.13K – – –
KPW
413
Kore Private Wealth
New York
$1K -$328K -3,794 -100%
GRP
414
Global Retirement Partners
California
$1K -$345 -4 -15%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$1K – – –
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TWA
417
TCI Wealth Advisors
Arizona
$1K – – –
TFGT
418
TS Financial Group (TSFG)
Illinois
$1K – – –
WT
419
Whittier Trust
California
$1K – – –
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.21K +14 New
AIC
421
Ameritas Investment Company
Nebraska
$1K +$1.3K +15 New
TAIM
422
TD Ameritrade Investment Management
Nebraska
$1K +$1.64K +19 New
IFP
423
Independent Franchise Partners
United Kingdom
– -$228M -2,659,027 Closed
BI
424
BlueSpruce Investments
Illinois
– -$33.7M -394,044 Closed
N
425
Natixis
France
– -$23.5M -277,180 Closed
15 16
17
18 19