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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
801
EARNEST Partners
Georgia
$20K
SJIM
802
St. Johns Investment Management
Florida
$20K
SWM
803
SeaCrest Wealth Management
New York
$19K -$20.3K -117 -51%
AWA
804
Acorn Wealth Advisors
Michigan
$19K
SBL
805
Sargent Bickham Lagudis
Colorado
$18K -$19.4K -112 -51%
VCM
806
Versant Capital Management
Arizona
$17K -$346 -2 -2%
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$17K
PMFA
808
Plante Moran Financial Advisors
Michigan
$17K +$6.58K +38 +61%
GCM
809
Gables Capital Management
Florida
$16K +$15.9K +92 New
TWA
810
TCI Wealth Advisors
Arizona
$15K -$34.8K -201 -69%
VFA
811
Valeo Financial Advisors
Indiana
$11K -$16.4K -95 -62%
GFP
812
Gryphon Financial Partners
Ohio
$11K
LFA
813
Legacy Financial Advisors
Kentucky
$11K
BA
814
Ballew Advisors
Mississippi
$10K -$6.92K -40 -40%
WPW
815
Winthrop Partners - WNY
New York
$8.5K
ADL
816
Asset Dedication LLC
California
$8K
FMTCOCP
817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
MCM
818
MV Capital Management
Maryland
$8K
PS
819
Portfolio Strategies
New York
$8K +$8.65K +50 New
Winslow Capital Management
820
Winslow Capital Management
Minnesota
$7K -$1.12M -6,463 -99%
GAM
821
Guinness Asset Management
United Kingdom
$7K
AWM
822
AllSquare Wealth Management
New York
$7K +$7.27K +42 New
AIM
823
Advantage Investment Management
Iowa
$6K
OC
824
Oakworth Capital
Alabama
$6K
OWA
825
One Wealth Advisors
California
$6K