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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$5K
CAW
202
Cornerstone Advisors (Washington)
Washington
$5K +$4.84K +222 New
SFS
203
Sowell Financial Services
Arkansas
$4K -$46.5K -2,132 -93%
OPS
204
Orion Portfolio Solutions
Nebraska
$4K +$3.84K +176 New
MRCM
205
M&R Capital Management
New Jersey
$3K
RWA
206
Ropes Wealth Advisors
Massachusetts
$3K
S
207
SignatureFD
Georgia
$3K +$2.48K +114 New
APA
208
American Portfolios Advisors
New York
$2.73K
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$2K -$894 -41 -29%
QCG
210
Quadrant Capital Group
Ohio
$1K -$131 -6 -10%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1K
VNA
212
Valley National Advisers
Pennsylvania
$1K
HR
213
Howe & Rusling
New York
$1K +$349 +16 +76%
CFD
214
Creative Financial Designs
Indiana
$1K +$545 +25 New
LC
215
Lindbrook Capital
California
$1K +$632 +29 New
RCAMU
216
Rothschild & Co Asset Management US
Connecticut
-$15.5M -861,354 Closed
ClearBridge Investments
217
ClearBridge Investments
New York
-$13.7M -761,538 Closed
PCA
218
Personal Capital Advisors
California
-$11.9M -655,920 Closed
GACM
219
Global Alpha Capital Management
Quebec, Canada
-$5.92M -328,300 Closed
OPFM
220
Optimus Prime Fund Management
Cayman Islands
-$4.23M -234,500 Closed
DLA
221
Douglas Lane & Associates
New York
-$3.26M -180,831 Closed
KMC
222
Kirr Marbach & Co
Indiana
-$2.66M -147,367 Closed
GLA
223
Great Lakes Advisors
Illinois
-$2.14M -118,718 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.53M -85,000 Closed
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$958K -52,500 Closed