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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$25K -$14K -52 -37%
SLF
1002
Sun Life Financial
Ontario, Canada
$25K – – –
FP
1003
Fiduciary Planning
Florida
$23K -$270 -1 -1%
DWP
1004
Destiny Wealth Partners
Florida
$23K – – –
EARNEST Partners
1005
EARNEST Partners
Georgia
$23K – – –
SFSIG
1006
San Francisco Sentry Investment Group
California
$23K – – –
CCM
1007
Covington Capital Management
California
$23K +$809 +3 +4%
VNA
1008
Valley National Advisers
Pennsylvania
$23K +$5.12K +19 +31%
WP
1009
WealthShield Partners
North Carolina
$23K +$21.8K +81 New
TFIPS
1010
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.4K – – –
TWM
1011
Tradition Wealth Management
Minnesota
$22K – – –
IBOK
1012
Independence Bank of Kentucky
Kentucky
$21K – – –
VCM
1013
Versant Capital Management
Arizona
$21K – – –
VBCG
1014
Valley Brook Capital Group
Pennsylvania
$20K -$40.5K -150 -67%
PCFFS
1015
Pacific Center for Financial Services
California
$20K – – –
SCA
1016
Stonebridge Capital Advisors
Minnesota
$20K +$18.9K +70 New
BAM
1017
Bellevue Asset Management
Washington
$18K – – –
Lazard Asset Management
1018
Lazard Asset Management
New York
$18K +$1.89K +7 +12%
APC
1019
Aspire Private Capital
North Carolina
$17K +$13.5K +50 +455%
PK
1020
Pflug Koory
Nebraska
$16K – – –
RA
1021
Resolute Advisors
California
$16K +$13.8K +51 +1,020%
ME
1022
McIlrath & Eck
Washington
$16K +$15.1K +56 New
PWMG
1023
Prestige Wealth Management Group
New Jersey
$15K -$270 -1 -2%
CFFP
1024
Center for Financial Planning
Michigan
$15K – – –
FPS
1025
Fieldpoint Private Securities
Connecticut
$15K +$2.7K +10 +22%