Name Holding Trade Value Shares
Change
Change in
Stake
SIM
301
Sonora Investment Management
Arizona
$12K – – –
FC
302
Ferris Capital
Massachusetts
$11K – – –
PCFFS
303
Pacific Center for Financial Services
California
$11K – – –
JA
304
JOYN Advisors
Georgia
$11K +$2.9K +503 +36%
SPIA
305
Steward Partners Investment Advisory
New York
$10K – – –
SFSIG
306
San Francisco Sentry Investment Group
California
$9K +$5.53K +961 +162%
RCAG
307
Rehmann Capital Advisory Group
Michigan
$8.87K +$305 +53 +4%
BBA
308
Braun-Bostich & Associates
Pennsylvania
$8K +$7.95K +1,381 New
GRP
309
Global Retirement Partners
California
$7K – – –
AssetMark Inc
310
AssetMark Inc
California
$6K – – –
TL
311
TrueWealth LLC
Georgia
$6K – – –
TC
312
Trust Company
Kansas
$6K – – –
TCOV
313
Trust Company of Vermont
Vermont
$6K – – –
IFAM
314
Institutional & Family Asset Management
Colorado
$5K – – –
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$4K -$1.77K -307 -32%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$4K -$1.73K -300 -30%
ASN
317
Advisory Services Network
Georgia
$4K – – –
DBT
318
Dubuque Bank & Trust
Iowa
$4K – – –
PFBT
319
Parkside Financial Bank & Trust
Missouri
$4K +$127 +22 +3%
CAW
320
Cornerstone Advisors (Washington)
Washington
$3K – – –
EARNEST Partners
321
EARNEST Partners
Georgia
$3K – – –
TWA
322
TCI Wealth Advisors
Arizona
$3K – – –
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$3K +$299 +52 +14%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2.38K -$1.95K -338 -45%
DOA
325
D'Orazio & Associates
Virginia
$2K – – –