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Name Holding Trade Value Shares
Change
Change in
Stake
PG
926
Patten Group
Tennessee
$15K
PFSC
927
Peoples Financial Services Corp
Pennsylvania
$15K
SA
928
SRH Advisors
Kansas
$15K
GWMIA
929
Global Wealth Management Investment Advisory
Florida
$15K +$15.6K +100 New
PRC
930
Pearl River Capital
Michigan
$15K +$15.6K +100 New
BCI
931
Brinker Capital Investments
Pennsylvania
$14K
RFM
932
Royal Fund Management
Florida
$14K
PCP
933
Proficio Capital Partners
Massachusetts
$14K +$2.18K +14 +18%
SIAS
934
Shine Investment Advisory Services
Colorado
$14K +$13.9K +89 New
WANY
935
Wealthspire Advisors (New York)
New York
$13K +$12.8K +82 New
CAM
936
Cresset Asset Management
Illinois
$11K +$11.4K +73 New
WIM
937
Westside Investment Management
California
$10.9K
PAMU
938
Pictet Asset Management (UK)
United Kingdom
$10.1K -$2.11M -13,538 -17%
EARNEST Partners
939
EARNEST Partners
Georgia
$10K
BI
940
Bramshill Investments
Florida
$10K +$9.66K +62 New
TSW
941
Thompson Siegel & Walmsley
Virginia
$10K +$10.4K +67 New
PWM
942
PRW Wealth Management
Massachusetts
$9K +$9.19K +59 New
GT
943
Glenmede Trust
Pennsylvania
$8.75K -$747K -4,792 -8%
AWM
944
AllSquare Wealth Management
New York
$8K
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
TL
946
TrueWealth LLC
Georgia
$8K
WWM
947
Willingdon Wealth Management
North Carolina
$8K
CCM
948
Copeland Capital Management
Pennsylvania
$8K +$8.57K +55 New
GI
949
GS Investments
Minnesota
$7.71K
FEG
950
Financial Enhancement Group
Indiana
$7K