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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MV Capital Management
Maryland
$3K +$3.02K +54 New
KFI
627
Key Financial Inc
Pennsylvania
$2K
TCWA
628
Ten Capital Wealth Advisors
Washington
$2K
BWM
629
BerganKDV Wealth Management
Minnesota
$2K +$56 +1 +2%
CP
630
Castleview Partners
Texas
$2K +$2.01K +36 New
SWA
631
Sutton Wealth Advisors
Florida
$1.83K
BC
632
Bartlett & Co
Ohio
$1K
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$1K
FPS
634
Fieldpoint Private Securities
Connecticut
$1K
HWM
635
HighMark Wealth Management
Minnesota
$1K
SFO
636
Standard Family Office
South Dakota
$1K
TFO
637
Tarbox Family Office
California
$1K
TSW
638
Thompson Siegel & Walmsley
Virginia
$1K
WQ
639
Wealth Quarterback
New Jersey
$1K +$279 +5 New
TFGT
640
TS Financial Group (TSFG)
Illinois
$1K +$447 +8 New
FMP
641
Financial Management Professionals
Texas
$1K +$949 +17 New
SIM
642
Sentry Investment Management
Wisconsin
$1K +$1.17K +21 New
BCWM
643
Bartlett & Co Wealth Management
Ohio
$576
ECM
644
Estabrook Capital Management
New York
$400
BBHC
645
Brown Brothers Harriman & Co
New York
$9 +$949 +17 +11%
BC
646
Brookfield Corp
Ontario, Canada
-$106M -1,985,485 Closed
Capital International Investors
647
Capital International Investors
California
-$94.4M -1,770,564 Closed
CCM
648
Camber Capital Management
Massachusetts
-$48M -900,000 Closed
N
649
Natixis
France
-$15.2M -285,583 Closed
PP
650
Prudential plc
United Kingdom
-$10.5M -195,925 Closed