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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
901
Sun Life Financial
Ontario, Canada
$35K -$1.86K -8 -5%
SAM
902
Shamrock Asset Management
Texas
$35K – – –
SWP
903
Strategic Wealth Partners
Ohio
$34.9K – – –
LWM
904
Liberty Wealth Management
California
$34K -$105K -451 -76%
RMC
905
Resources Management Corp
Connecticut
$34K +$33.8K +145 New
TAIM
906
TD Ameritrade Investment Management
Nebraska
$30K – – –
WCG
907
Weaver Consulting Group
California
$30K – – –
BCM
908
Bourgeon Capital Management
Connecticut
$30K +$30.3K +130 New
CBT
909
Capital Bank & Trust
California
$29K +$2.33K +10 +9%
HFM
910
Hartford Financial Management
Connecticut
$27K – – –
WPA
911
West Paces Advisors
Georgia
$26.3K -$3.03K -13 -10%
SNT
912
Security National Trust
West Virginia
$26K -$3.73K -16 -12%
TFS
913
TrustCore Financial Services
Tennessee
$26K – – –
AIM
914
Anchor Investment Management
South Carolina
$25.6K +$9.31K +40 +57%
DAM
915
Delta Asset Management
Tennessee
$25K – – –
TFO
916
Tarbox Family Office
California
$25K – – –
EARNEST Partners
917
EARNEST Partners
Georgia
$24K – – –
BWA
918
BDO Wealth Advisors
Florida
$23K – – –
HI
919
Hudock Inc
Pennsylvania
$23K – – –
VCM
920
Versant Capital Management
Arizona
$22K -$6.52K -28 -22%
FFW
921
Fusion Family Wealth
New York
$22K +$7.22K +31 +48%
BGIM
922
Brandywine Global Investment Management
Pennsylvania
$21K -$8.56M -36,781 -100%
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$21K +$20.7K +89 New
KTC
924
Kistler-Tiffany Companies
Pennsylvania
$20K +$19.6K +84 New
GRP
925
Global Retirement Partners
California
$18K -$19.1K -82 -51%