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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 – – –
KFS
632
Kelly Financial Services
Massachusetts
$1.17K +$56 +1 +5%
BC
633
Bartlett & Co
Ohio
$1K – – –
CAGAS
634
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
FPS
635
Fieldpoint Private Securities
Connecticut
$1K – – –
HWM
636
HighMark Wealth Management
Minnesota
$1K – – –
SFO
637
Standard Family Office
South Dakota
$1K – – –
TFO
638
Tarbox Family Office
California
$1K – – –
TSW
639
Thompson Siegel & Walmsley
Virginia
$1K – – –
WQ
640
Wealth Quarterback
New Jersey
$1K +$279 +5 New
TFGT
641
TS Financial Group (TSFG)
Illinois
$1K +$447 +8 New
FMP
642
Financial Management Professionals
Texas
$1K +$949 +17 New
SIM
643
Sentry Investment Management
Wisconsin
$1K +$1.17K +21 New
BCWM
644
Bartlett & Co Wealth Management
Ohio
$576 – – –
ECM
645
Estabrook Capital Management
New York
$400 – – –
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