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Name Holding Trade Value Shares
Change
Change in
Stake
FEG
601
Financial Enhancement Group
Indiana
$9K – – –
GTAM
602
Global Trust Asset Management
Florida
$9K – – –
HIIFS
603
Harel Insurance Investments & Financial Services
Israel
$9K – – –
JA
604
JOYN Advisors
Georgia
$9K +$5.04K +54 +129%
TFA
605
Toth Financial Advisory
Virginia
$9K +$9.32K +100 New
PFA
606
Pathway Financial Advisors
Vermont
$8K – – –
WPA
607
West Paces Advisors
Georgia
$7.79K +$4.1K +44 +107%
AWM
608
Avondale Wealth Management
Texas
$7K – – –
Winslow Capital Management
609
Winslow Capital Management
Minnesota
$7K – – –
CBT
610
Capital Bank & Trust
California
$7K +$559 +6 +9%
CFA
611
Carroll Financial Associates
North Carolina
$6K -$4.47K -48 -39%
CHP
612
Cable Hill Partners
Oregon
$6K -$2.24K -24 -28%
Barrow, Hanley, Mewhinney & Strauss
613
Barrow, Hanley, Mewhinney & Strauss
Texas
$6K – – –
GAM
614
Gemmer Asset Management
California
$6K – – –
GWS
615
Glassman Wealth Services
Virginia
$6K +$839 +9 +15%
HR
616
Howe & Rusling
New York
$6K +$2.05K +22 +47%
CIA
617
CSat Investment Advisory
Michigan
$6K +$5.97K +64 New
IUHSA
618
Itau Unibanco Holding S.A.
Brazil
$5K -$208K -2,236 -98%
AF
619
Advisornet Financial
Minnesota
$5K -$7.55K -81 -59%
TFO
620
Tarbox Family Office
California
$5K – – –
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.36K +36 +240%
PA
622
Perennial Advisors
New York
$5K +$4.38K +47 +427%
IAS
623
IMA Advisory Services
Colorado
$5K +$4.85K +52 New
Bessemer Group
624
Bessemer Group
New Jersey
$5K +$5.22K +56 New
APA
625
American Portfolios Advisors
New York
$4.76K – – –