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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$1K -$7.54K -61 -92%
FMP
302
Financial Management Professionals
Texas
$1K
BIA
303
Bell Investment Advisors
California
$1K +$495 +4 +100%
GI
304
Gradient Investments
Minnesota
$999
BBHC
305
Brown Brothers Harriman & Co
New York
$874 -$19.8K -160 -96%
GC
306
Globeflex Capital
California
$874
SIC
307
SJS Investment Consulting
Ohio
$750 -$124 -1 -14%
DPW
308
DiNuzzo Private Wealth
Pennsylvania
$625 +$618 +5 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$625 +$618 +5 New
SIS
310
Strategic Investment Solutions
Illinois
$624 -$38.3K -310 -98%
AF
311
Advisornet Financial
Minnesota
$375 -$371 -3 -50%
MHR
312
Matthew Hamilton Rosenberg
$375
FPF
313
First Pacific Financial
Washington
$375 +$371 +3 New
PWMG
314
Prestige Wealth Management Group
New Jersey
$250
RCM
315
Raleigh Capital Management
North Carolina
$250
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$250 +$247 +2 New
BLC
317
Brown, Lisle/Cummings
Rhode Island
$125
CFFP
318
Center for Financial Planning
Michigan
$125
RWPA
319
Richard W. Paul & Associates
Michigan
$125
TWP
320
TFO Wealth Partners
Ohio
$125
WAS
321
Winch Advisory Services
Wisconsin
$125
Westfield Capital Management
322
Westfield Capital Management
Massachusetts
-$91.7M -664,137 Closed
DCM
323
Driehaus Capital Management
Illinois
-$37.1M -268,722 Closed
CC
324
Cartenna Capital
Connecticut
-$11.7M -85,000 Closed
MFS
325
Mirabella Financial Services
United Kingdom
-$5.85M -42,364 Closed