Name Holding Trade Value Shares
Change
Change in
Stake
RFA
526
Reilly Financial Advisors
California
$16K – – –
SLF
527
Sun Life Financial
Ontario, Canada
$15K -$5.6K -19 -27%
BWL
528
Bogart Wealth LLC
Virginia
$14K – – –
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
JSC
531
Jackson Square Capital
California
$14K +$14.7K +50 New
MF
532
Manchester Financial
California
$13K +$13.6K +46 New
CAM
533
Close Asset Management
United Kingdom
$12K – – –
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
JCM
535
Jacobi Capital Management
Pennsylvania
$12K – – –
CFG
536
Citizens Financial Group
Rhode Island
$12K +$3.54K +12 +38%
PGAM
537
Princeton Global Asset Management
New Jersey
$12K +$11.8K +40 New
CBT
538
Capital Bank & Trust
California
$11K – – –
EARNEST Partners
539
EARNEST Partners
Georgia
$11K – – –
BCWM
540
Bartlett & Co Wealth Management
Ohio
$10.6K – – –
RWA
541
Ropes Wealth Advisors
Massachusetts
$10K – – –
DSC
542
Duncker Streett & Co
Missouri
$10K +$10.3K +35 New
AF
543
Allworth Financial
California
$9K -$14.7K -50 -61%
CFGS
544
Concourse Financial Group Securities
Alabama
$9K – – –
FWM
545
FSA Wealth Management
Massachusetts
$9K +$8.85K +30 New
SC
546
Solstein Capital
California
$9K +$8.85K +30 New
MSFP
547
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
WCG
548
Weaver Consulting Group
California
$8K – – –
BL
549
Balentine LLC
Georgia
$8K +$590 +2 +8%
EI
550
Ellevest Inc
New York
$7K +$7.08K +24 New