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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1051
Delta Asset Management
Tennessee
$35K
SFSIG
1052
San Francisco Sentry Investment Group
California
$35K
TFO
1053
Tarbox Family Office
California
$35K
AF
1054
Allworth Financial
California
$34K +$642 +2 +2%
BAM
1055
Barrett Asset Management
New York
$33K
HFP
1056
Holistic Financial Partners
Indiana
$33K +$33.7K +105 New
DSN
1057
D. Scott Neal
Kentucky
$32K
EARNEST Partners
1058
EARNEST Partners
Georgia
$32K +$32.7K +102 New
SIM
1059
Sonora Investment Management
Arizona
$29.6K
RFWA
1060
RPg Family Wealth Advisory
Massachusetts
$29.3K
WA
1061
Winfield Associates
Ohio
$28K -$62.9K -196 -69%
NC
1062
NewSquare Capital
Pennsylvania
$27K
PS
1063
Portfolio Solutions
Michigan
$27K
MPPLM
1064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K +$27.3K +85 New
PCFFS
1065
Pacific Center for Financial Services
California
$25K
BWA
1066
Burt Wealth Advisors
Maryland
$24K
VNA
1067
Valley National Advisers
Pennsylvania
$24K
CAC
1068
Certified Advisory Corp
Florida
$23K +$23.4K +73 New
Carson Wealth (CWM LLC)
1069
Carson Wealth (CWM LLC)
Nebraska
$22K
AWA
1070
Acorn Wealth Advisors
Michigan
$22K +$21.2K +66 New
DCM
1071
Delpha Capital Management
New York
$22K +$22.5K +70 New
CCM
1072
Cribstone Capital Management
Maine
$21K
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.13K +16 +32%
BDWM
1074
Brewin Dolphin Wealth Management
Ireland
$20.7K +$20.9K +65 New
GRP
1075
Global Retirement Partners
California
$20K -$5.45K -17 -21%