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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
951
Bartlett & Co Wealth Management
Ohio
$28K +$22.4K +100 New
EARNEST Partners
952
EARNEST Partners
Georgia
$27K
RDWM
953
Red Door Wealth Management
Tennessee
$26K +$21.5K +96 New
KPCM
954
Kings Point Capital Management
New York
$25K +$1.34K +6 +7%
ADL
955
Asset Dedication LLC
California
$25K +$20.1K +90 New
Loomis, Sayles & Company
956
Loomis, Sayles & Company
Massachusetts
$24K -$11.6K -52 -38%
AF
957
Allworth Financial
California
$24K +$8.72K +39 +83%
AWM
958
Avior Wealth Management
Nebraska
$23K -$21.2K -95 -53%
PWM
959
Prentice Wealth Management
New York
$22K -$894 -4 -5%
BWM
960
Baystate Wealth Management
Massachusetts
$21K
CAM
961
Close Asset Management
United Kingdom
$20K
EWA
962
Evolution Wealth Advisors
Florida
$20K +$15.7K +70 New
DWA
963
Delos Wealth Advisors
Texas
$20K +$16.1K +72 New
AFG
964
Albion Financial Group
Utah
$19K +$15.4K +69 New
BFC
965
Bedel Financial Consulting
Indiana
$18K
SSB
966
Sandy Spring Bank
Maryland
$18K
MA
967
MUFG Americas
New York
$18K +$14.5K +65 New
FI
968
FormulaFolio Investments
Michigan
$17K
VRM
969
Vectors Research Management
New York
$17K
KIG
970
Kessler Investment Group
Indiana
$17K +$13.9K +62 New
LWANC
971
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
Optiver Holding
972
Optiver Holding
Netherlands
$16K +$13.2K +59 New
JAM
973
JCIC Asset Management
Ontario, Canada
$15K
OIA
974
Optimum Investment Advisors
Illinois
$14K -$44.7K -200 -80%
APWA
975
Atlas Private Wealth Advisors
New Jersey
$14K +$5.59K +25 +100%