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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1301
Ferris Capital
Massachusetts
$29K
LWM
1302
Lenox Wealth Management
Ohio
$28K -$801K -4,524 -96%
EARNEST Partners
1303
EARNEST Partners
Georgia
$28K
TCOV
1304
Trust Company of Vermont
Vermont
$27K +$7.96K +45 +38%
ANBT
1305
American National Bank & Trust
Texas
$26K -$113K -636 -80%
RFM
1306
Royal Fund Management
Florida
$26K -$69K -390 -71%
KL
1307
KWMG LLC
Kansas
$26K -$30.3K -171 -52%
FMP
1308
Financial Management Professionals
Texas
$25K
SIA
1309
SeaBridge Investment Advisors
New Jersey
$25K +$26.9K +152 New
JA
1310
JOYN Advisors
Georgia
$23K +$885 +5 +4%
HWM
1311
Holloway Wealth Management
Florida
$22K
IBOK
1312
Independence Bank of Kentucky
Kentucky
$21K +$4.42K +25 +25%
PO
1313
Private Ocean
California
$21K +$9.91K +56 +80%
HI
1314
Harrington Investments
California
$19K
SAM
1315
Shamrock Asset Management
Texas
$19K
HFM
1316
Hartford Financial Management
Connecticut
$17K -$39.8K -225 -68%
LFA
1317
Legacy Financial Advisors
Kentucky
$17K -$5.31K -30 -22%
ACS
1318
Archford Capital Strategies
Illinois
$17K
IGGA
1319
Iron Gate Global Advisors
Utah
$17K +$2.3K +13 +13%
AAIM
1320
Asset Advisors Investment Management
Georgia
$17K +$18.8K +106 New
AAP
1321
Arax Advisory Partners
Colorado
$16K -$73.8K -417 -81%
CT
1322
Clearstead Trust
Maine
$16K -$17.3K -98 -51%
PG
1323
Patten Group
Tennessee
$16K
PCTC
1324
Perkins Coie Trust Company
Washington
$16K
SMFS
1325
Squar Milner Financial Services
California
$16K