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Twin Disc

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10K +$356 +30 +3%
Ameritas Investment Partners
52
Ameritas Investment Partners
Nebraska
$8K – – –
Allworth Financial
53
Allworth Financial
California
$6K – – –
FPS
54
Fieldpoint Private Securities
Connecticut
$5K -$13.9K -1,172 -72%
Ladenburg Thalmann Financial Services
55
Ladenburg Thalmann Financial Services
Florida
$5K +$36 +3 +0.6%
QCMC
56
Quantum Capital Management (California)
California
$5K +$5.75K +485 New
TFGT
57
TS Financial Group (TSFG)
Illinois
$5K +$5.92K +500 New
Geneos Wealth Management
58
Geneos Wealth Management
Colorado
$4K – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1K +$1.33K +112 New
Wellington Management Group
60
Wellington Management Group
Massachusetts
– -$3.06M -202,960 Closed
WC
61
Walthausen & Co
New York
– -$2.7M -178,687 Closed
CEP
62
Chicago Equity Partners
Illinois
– -$332K -21,970 Closed
First Trust Advisors
63
First Trust Advisors
Illinois
– -$272K -18,027 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$186K -12,300 Closed
Aperio Group
65
Aperio Group
California
– -$19K -1,232 Closed
MAM
66
Marquette Asset Management
Minnesota
– -$13K -859 Closed
QT
67
Quantamental Technologies
New York
– -$6K -407 Closed
EWM
68
Executive Wealth Management
Michigan
– -$5K -200 Closed
CCM
69
Cribstone Capital Management
Maine
– -$1K -40 Closed