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Name Holding Trade Value Shares
Change
Change in
Stake
BMD
1026
Better Money Decisions
New Mexico
$9K +$9K +63 New
PCG
1027
Private Capital Group
Connecticut
$8K -$32.7K -229 -80%
PCTC
1028
Perkins Coie Trust Company
Washington
$8K -$24.6K -172 -74%
EARNEST Partners
1029
EARNEST Partners
Georgia
$8K – – –
LWCFA
1030
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$1.71K +12 +27%
JWM
1031
Janiczek Wealth Management
Colorado
$8K +$3.86K +27 +96%
BTI
1032
Blue Trust Inc
Georgia
$8K +$8.43K +59 New
SC
1033
Stephens Consulting
Michigan
$7.05K – – –
AWM
1034
AllSquare Wealth Management
New York
$7K – – –
HIA
1035
Harbor Investment Advisory
Maryland
$7K +$4.29K +30 +158%
MCM
1036
McMillion Capital Management
North Carolina
$7K +$7.14K +50 New
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
VNA
1038
Valley National Advisers
Pennsylvania
$6K – – –
WTC
1039
WhitTier Trust Company
Nevada
$6K +$571 +4 +10%
GKIM
1040
GW&K Investment Management
Massachusetts
$6K +$3.57K +25 +119%
TFA
1041
Transamerica Financial Advisors
Florida
$6K +$5.43K +38 New
CWM
1042
Castle Wealth Management
Florida
$6K +$6.43K +45 New
AIP
1043
Ahrens Investment Partners
Louisiana
$5K – – –
IBOK
1044
Independence Bank of Kentucky
Kentucky
$5K – – –
KFI
1045
Key Financial Inc
Pennsylvania
$5K – – –
WWM
1046
Wolff Wiese Magana
California
$5K +$4.86K +34 New
AAP
1047
Arax Advisory Partners
Colorado
$4K – – –
CWP
1048
Concord Wealth Partners
Virginia
$4K – – –
HFA
1049
HC Financial Advisors
California
$4K – – –
TIM
1050
Tortoise Investment Management
New York
$4K – – –