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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
DF
501
DecisionPoint Financial
Arizona
$447 +$421 +6 New
BWS
502
Buck Wealth Strategies
Colorado
$433 +$421 +6 New
SHIM
503
Stone House Investment Management
Pennsylvania
$433 +$421 +6 New
1CP
504
1015 Capital Partners
Pennsylvania
$361 -$351 -5 -50%
PWMG
505
Prestige Wealth Management Group
New Jersey
$361 +$210 +3 +150%
TFA
506
Transamerica Financial Advisors
Florida
$360 +$140 +2 +67%
MCM
507
MV Capital Management
Maryland
$289 -$1.19K -17 -81%
FC
508
Financial Consulate
Maryland
$289 -$491 -7 -64%
TC
509
Trust Company
Kansas
$289 – – –
M
510
MOTCO
Texas
$289 +$280 +4 New
TAP
511
Tounjian Advisory Partners
Florida
$289 +$280 +4 New
SA
512
Seneschal Advisors
Washington
$217 -$70 -1 -25%
QWM
513
Quaker Wealth Management
New Jersey
$145 – – –
MCA
514
Maryland Capital Advisors
Maryland
$145 +$140 +2 New
SWM
515
SHP Wealth Management
Massachusetts
$144 -$351 -5 -71%
NB
516
NBT Bank
New York
$144 – – –
CI
517
Cordant Inc
Oregon
$129 +$140 +2 New
TFM
518
TFC Financial Management
Massachusetts
$73 – – –
PIM
519
Plato Investment Management
Australia
$72 -$3.72K -53 -98%
HFS
520
Hughes Financial Services
Virginia
$72 -$210 -3 -75%
BCV
521
Banque Cantonale Vaudoise
Switzerland
$71 -$799K -11,401 -92%
Capital International Investors
522
Capital International Investors
California
– -$196M -2,828,091 Closed
Parnassus Investments
523
Parnassus Investments
California
– -$61.6M -890,979 Closed
HA
524
Homestead Advisers
Virginia
– -$24.1M -350,213 Closed
SM
525
Sunriver Management
Connecticut
– -$23M -331,809 Closed