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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
Bellevue Asset Management
Washington
$20K – – –
GTAM
1002
Global Trust Asset Management
Florida
$20K – – –
VNA
1003
Valley National Advisers
Pennsylvania
$19K -$3.11K -85 -16%
MSFP
1004
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
FWM
1005
FSA Wealth Management
Massachusetts
$19K +$146 +4 +0.8%
FWM
1006
Focused Wealth Management
New York
$19K +$1.1K +30 +7%
GWS
1007
Glassman Wealth Services
Virginia
$19K +$3.55K +97 +26%
MF
1008
Manchester Financial
California
$18K -$15K -409 -48%
RAM
1009
Riggs Asset Management
Pennsylvania
$18K -$37 -1 -0.2%
Kayne Anderson Rudnick Investment Management
1010
Kayne Anderson Rudnick Investment Management
California
$18K – – –
SLF
1011
Sun Life Financial
Ontario, Canada
$18K +$110 +3 +0.7%
SWM
1012
Selective Wealth Management
Virginia
$18K +$16.2K +442 New
SBL
1013
Sargent Bickham Lagudis
Colorado
$17K -$4.03K -110 -21%
EWM
1014
Endurance Wealth Management
Rhode Island
$17K – – –
CX Institutional
1015
CX Institutional
Indiana
$17K +$1.61K +44 +12%
EWM
1016
Elmwood Wealth Management
California
$17K +$15.6K +427 New
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$16K -$4.76K -130 -25%
AWM
1018
AllSquare Wealth Management
New York
$15K – – –
MCF Advisors
1019
MCF Advisors
Kentucky
$15K – – –
MLFP
1020
MPS Loria Financial Planners
Illinois
$15K +$13.1K +359 New
HGWM
1021
Harvest Group Wealth Management
Massachusetts
$14K -$549 -15 -4%
BIMC
1022
Benson Investment Management Company
Virginia
$14K – – –
EARNEST Partners
1023
EARNEST Partners
Georgia
$14K – – –
WPA
1024
West Paces Advisors
Georgia
$13.4K -$9.99K -273 -45%
DOA
1025
D'Orazio & Associates
Virginia
$13K – – –