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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
801
Pin Oak Investment Advisors
Texas
$32K +$31.2K +157 New
BBHC
802
Brown Brothers Harriman & Co
New York
$30K +$5.17K +26 +21%
IWM
803
IHT Wealth Management
Illinois
$29K
TFO
804
Tarbox Family Office
California
$29K
CTA
805
Carillon Tower Advisers
Florida
$28.3K +$27.7M +139,294 New
PWM
806
Perigon Wealth Management
California
$28K +$14.9K +75 +115%
GAM
807
Gemmer Asset Management
California
$27K
Loomis, Sayles & Company
808
Loomis, Sayles & Company
Massachusetts
$27K +$17.5K +88 +191%
SWM
809
SeaCrest Wealth Management
New York
$27K +$26.3K +132 New
PO
810
Private Ocean
California
$27K +$26.5K +133 New
PFBT
811
Parkside Financial Bank & Trust
Missouri
$26K +$1.99K +10 +9%
WAM
812
Wolverine Asset Management
Illinois
$26K +$25.7K +129 New
QAM
813
QCI Asset Management
New York
$25K +$16.9K +85 +218%
SIAS
814
Shine Investment Advisory Services
Colorado
$25K +$24.5K +123 New
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$25K +$24.7K +124 New
CAC
816
Certified Advisory Corp
Florida
$25K +$25.1K +126 New
GT
817
Greenleaf Trust
Michigan
$24K -$4.18K -21 -15%
AWA
818
Acorn Wealth Advisors
Michigan
$24K +$22.5K +113 New
EARNEST Partners
819
EARNEST Partners
Georgia
$24K +$23.3K +117 New
LFA
820
Legacy Financial Advisors
Kentucky
$24K +$23.9K +120 New
SPI
821
Santori & Peters Inc
Pennsylvania
$24K +$25.1K +126 New
AAP
822
Arax Advisory Partners
Colorado
$23K
VCM
823
Versant Capital Management
Arizona
$23K
WOC
824
West Oak Capital
California
$22.3K
GWS
825
Glassman Wealth Services
Virginia
$22K +$21.1K +106 +3,533%