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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1201
Pathstone Family Office
New Jersey
$13K +$3.73K +18 +40%
KFS
1202
Kelly Financial Services
Massachusetts
$11.9K
CCM
1203
Copeland Capital Management
Pennsylvania
$11K
EARNEST Partners
1204
EARNEST Partners
Georgia
$11K
LWCFA
1205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
MIM
1206
Merrion Investment Management
New Jersey
$11K +$11.4K +55 New
TAIM
1207
TD Ameritrade Investment Management
Nebraska
$10K -$414 -2 -4%
AWM
1208
AllSquare Wealth Management
New York
$10K
FFA
1209
Freedman Financial Associates
Massachusetts
$10K +$10.3K +50 New
MCM
1210
McMillion Capital Management
North Carolina
$10K +$10.3K +50 New
PCA
1211
Providence Capital Advisors
North Carolina
$10K +$10.3K +50 New
WPA
1212
West Paces Advisors
Georgia
$9.09K
WTC
1213
WhitTier Trust Company
Nevada
$8K
GI
1214
GS Investments
Minnesota
$8K +$8.28K +40 New
CWP
1215
Concord Wealth Partners
Virginia
$7K +$7.24K +35 New
KFI
1216
Key Financial Inc
Pennsylvania
$7K +$7.24K +35 New
HCP
1217
Hexagon Capital Partners
Arkansas
$7K +$7.45K +36 New
HFS
1218
Hantz Financial Services
Michigan
$6K -$117K -567 -95%
CYG
1219
Clean Yield Group
Vermont
$6K -$3.73K -18 -39%
SGAM
1220
Smith Group Asset Management
Texas
$6K
JWM
1221
Janiczek Wealth Management
Colorado
$6K +$2.48K +12 +63%
TLFA
1222
True Link Financial Advisors
California
$6K +$6.21K +30 New
SIAG
1223
Safeguard Investment Advisory Group
California
$6K +$6.83K +33 New
RWM
1224
Raffa Wealth Management
District of Columbia
$5.05K
VAIA
1225
Virtus Alternative Investment Advisers
Connecticut
$5K -$5.38K -26 -50%