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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Endurance Wealth Management
Rhode Island
$20K -$1.86K -12 -9%
WIM
852
Westside Investment Management
California
$19.6K – – –
WPA
853
West Paces Advisors
Georgia
$18.8K – – –
CPA
854
Clear Perspective Advisors
Illinois
$16K – – –
JFA
855
JNBA Financial Advisors
Minnesota
$16K – – –
TFO
856
Tarbox Family Office
California
$16K – – –
MUS
857
Mitsubishi UFJ Securities
Japan
$16K +$15.5K +100 New
DAM
858
Delta Asset Management
Tennessee
$13K – – –
RFA
859
Reilly Financial Advisors
California
$13K +$8.54K +55 +220%
WTC
860
WhitTier Trust Company
Nevada
$12K – – –
LF
861
Lee Financial
Texas
$12K +$11.5K +74 New
MBT
862
Monroe Bank & Trust
Michigan
$10K – – –
BBHC
863
Brown Brothers Harriman & Co
New York
$9K – – –
TC
864
Trust Company
Kansas
$9K – – –
GRP
865
Global Retirement Partners
California
$9K +$4.5K +29 +116%
APSP
866
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
FPFS
867
First Personal Financial Services
North Carolina
$8K – – –
AIS
868
Accurate Investment Solutions
Pennsylvania
$7K +$155 +1 +2%
BL
869
Balentine LLC
Georgia
$7K +$3.1K +20 +83%
DVM
870
Dreman Value Management
Florida
$7K +$6.83K +44 New
MFW
871
Mosaic Family Wealth
Missouri
$6K – – –
OFW
872
Omnia Family Wealth
Florida
$6K – – –
PMFA
873
Plante Moran Financial Advisors
Michigan
$4K -$5.59K -36 -57%
NC
874
NewSquare Capital
Pennsylvania
$4K – – –
TCM
875
Tradewinds Capital Management
Washington
$2K – – –