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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
801
West Paces Advisors
Georgia
$34.5K -$8.96K -45 -21%
MOS
802
MGO One Seven
Ohio
$33K +$32.6K +164 New
POIA
803
Pin Oak Investment Advisors
Texas
$32K +$31.2K +157 New
BBHC
804
Brown Brothers Harriman & Co
New York
$30K +$5.17K +26 +21%
IWM
805
IHT Wealth Management
Illinois
$29K – – –
TFO
806
Tarbox Family Office
California
$29K – – –
PWM
807
Perigon Wealth Management
California
$28K +$14.9K +75 +115%
GAM
808
Gemmer Asset Management
California
$27K – – –
Loomis, Sayles & Company
809
Loomis, Sayles & Company
Massachusetts
$27K +$17.5K +88 +191%
SWM
810
SeaCrest Wealth Management
New York
$27K +$26.3K +132 New
PO
811
Private Ocean
California
$27K +$26.5K +133 New
PFBT
812
Parkside Financial Bank & Trust
Missouri
$26K +$1.99K +10 +9%
WAM
813
Wolverine Asset Management
Illinois
$26K +$25.7K +129 New
QAM
814
QCI Asset Management
New York
$25K +$16.9K +85 +218%
SIAS
815
Shine Investment Advisory Services
Colorado
$25K +$24.5K +123 New
CI Investments Inc
816
CI Investments Inc
Ontario, Canada
$25K +$24.7K +124 New
CAC
817
Certified Advisory Corp
Florida
$25K +$25.1K +126 New
GT
818
Greenleaf Trust
Michigan
$24K -$4.18K -21 -15%
AWA
819
Acorn Wealth Advisors
Michigan
$24K +$22.5K +113 New
EARNEST Partners
820
EARNEST Partners
Georgia
$24K +$23.3K +117 New
LFA
821
Legacy Financial Advisors
Kentucky
$24K +$23.9K +120 New
SPI
822
Santori & Peters Inc
Pennsylvania
$24K +$25.1K +126 New
AAP
823
Arax Advisory Partners
Colorado
$23K – – –
VCM
824
Versant Capital Management
Arizona
$23K – – –
WOC
825
West Oak Capital
California
$22.3K – – –