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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Private Wealth Management Group
New Jersey
$913
S
527
Sachetta
Massachusetts
$913
MCM
528
MV Capital Management
Maryland
$830 -$731 -8 -44%
APW
529
Aventura Private Wealth
Florida
$830
RIL
530
Rothschild Investment LLC
Illinois
$830 +$639 +7 +233%
CH
531
Cromwell Holdings
Wyoming
$830 +$913 +10 New
HWA
532
HHM Wealth Advisors
Tennessee
$747
MG
533
Mather Group
Illinois
$614
PWAM
534
Private Wealth Asset Management
Iowa
$581 +$639 +7 New
WW
535
Winnow Wealth
Texas
$422 +$183 +2 +50%
WA
536
WPG Advisers
Maryland
$415
CIAS
537
CBIZ Investment Advisory Services
Ohio
$415 +$457 +5 New
CFD
538
Creative Financial Designs
Indiana
$415 +$457 +5 New
BHWM
539
Bay Harbor Wealth Management
Maryland
$414 +$457 +5 New
PWA
540
Principia Wealth Advisory
Texas
$405
PWM
541
Parkworth Wealth Management
California
$332
ADL
542
Asset Dedication LLC
California
$332 +$365 +4 New
HIA
543
HFM Investment Advisors
New Jersey
$332 +$365 +4 New
SO
544
Sierra Ocean
California
$332 +$365 +4 New
UB
545
UMB Bank
Missouri
$332 +$365 +4 New
AWM
546
Activest Wealth Management
Florida
$166 +$183 +2 New
CA
547
CoreCap Advisors
Michigan
$27
OAG
548
Orbis Allan Gray
Bermuda
-$44.3M -478,042 Closed
AIM
549
Artemis Investment Management
United Kingdom
-$33.6M -362,177 Closed
JCM
550
Junto Capital Management
New York
-$30M -323,864 Closed