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Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MUFG Americas
New York
$25K +$24K +78 New
OIA
352
OneDigital Investment Advisors
Kansas
$24K
AIM
353
Advantage Investment Management
Iowa
$22K
HFM
354
Harvest Fund Management
China
$22K
PCP
355
Proficio Capital Partners
Massachusetts
$20K +$19.3K +63 New
CFA
356
Carroll Financial Associates
North Carolina
$16K
PAM
357
Panagora Asset Management
Massachusetts
$16K
BWM
358
Baystate Wealth Management
Massachusetts
$15K
AssetMark Inc
359
AssetMark Inc
California
$14K -$2.46K -8 -16%
TL
360
TrueWealth LLC
Georgia
$13K
ASN
361
Advisory Services Network
Georgia
$13K +$2.46K +8 +26%
AS
362
Altshuler Shaham
Israel
$8K +$7.37K +24 New
GAM
363
Gemmer Asset Management
California
$7K
OFW
364
Omnia Family Wealth
Florida
$6K
MSA
365
Marino Stram & Associates
Massachusetts
$5K +$307 +1 +6%
BAMG
366
Brand Asset Management Group
Missouri
$5K +$4.91K +16 New
APA
367
American Portfolios Advisors
New York
$4.8K
BCA
368
Berman Capital Advisors
Georgia
$4K +$2.15K +7 +117%
GRP
369
Global Retirement Partners
California
$4K +$3.69K +12 New
MFW
370
Mosaic Family Wealth
Missouri
$4K +$3.99K +13 New
EARNEST Partners
371
EARNEST Partners
Georgia
$3K
FRA
372
Front Row Advisors
California
$3K
HAM
373
Highstreet Asset Management
Ontario, Canada
$3K
VFA
374
Valeo Financial Advisors
Indiana
$3K
CAW
375
Cornerstone Advisors (Washington)
Washington
$2K