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Name Holding Trade Value Shares
Change
Change in
Stake
NC
626
NewSquare Capital
Pennsylvania
$5K -$5.58K -330 -55%
ZB
627
Zions Bancorporation
Utah
$5K -$5.33K -315 -55%
TCA
628
Tortoise Capital Advisors
Kansas
$5K
FFW
629
Fusion Family Wealth
New York
$5K +$4.57K +270 New
Carson Wealth (CWM LLC)
630
Carson Wealth (CWM LLC)
Nebraska
$4K -$47.2K -2,790 -93%
CCM
631
Cribstone Capital Management
Maine
$4K -$6.34K -375 -68%
DSC
632
Duncker Streett & Co
Missouri
$4K
RBC
633
Roble Belko & Company
Pennsylvania
$4K
Thrivent Financial for Lutherans
634
Thrivent Financial for Lutherans
Minnesota
$4K
BL
635
Balentine LLC
Georgia
$4K +$3.81K +225 New
ANBT
636
American National Bank & Trust
Texas
$3K -$761 -45 -23%
MWM
637
Mascoma Wealth Management
New Hampshire
$3K
PK
638
Pflug Koory
Nebraska
$3K
IF
639
Ironwood Financial
Arizona
$3K +$2.54K +150 New
ABFS
640
Appropriate Balance Financial Services
Washington
$2.16K -$441K -26,070 -74%
JT
641
Jump Trading
Illinois
$2K -$224K -13,230 -99%
AssetMark Inc
642
AssetMark Inc
California
$2K -$63.4K -3,750 -98%
BCMIO
643
Beacon Capital Management Inc (Ohio)
Ohio
$1K
BGIM
644
Brandywine Global Investment Management
Pennsylvania
$1K
KTC
645
Kistler-Tiffany Companies
Pennsylvania
$1K
LF
646
Lee Financial
Texas
$1K
RCG
647
Ruggie Capital Group
Florida
$1K
BRC
648
Blue Ridge Capital
New York
-$34.5M -2,418,555 Closed
OTPPB
649
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$24M -1,687,500 Closed
AS
650
Arxis Securities
New York
-$16.2M -1,133,955 Closed