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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
Baystate Wealth Management
Massachusetts
$28K – – –
CFA
802
Carroll Financial Associates
North Carolina
$28K – – –
TCM
803
Tradewinds Capital Management
Washington
$27K -$2.33K -60 -7%
BAM
804
Barrett Asset Management
New York
$27K – – –
RFA
805
Reilly Financial Advisors
California
$26K – – –
SIAS
806
Shine Investment Advisory Services
Colorado
$26K +$1.21K +31 +5%
WPA
807
West Paces Advisors
Georgia
$25.9K – – –
JFA
808
JNBA Financial Advisors
Minnesota
$25K – – –
SIC
809
Salem Investment Counselors
North Carolina
$25K – – –
Loomis, Sayles & Company
810
Loomis, Sayles & Company
Massachusetts
$25K +$1.67K +43 +7%
Barrow, Hanley, Mewhinney & Strauss
811
Barrow, Hanley, Mewhinney & Strauss
Texas
$25K +$26.7K +687 New
SFSIG
812
San Francisco Sentry Investment Group
California
$24K -$4.47K -115 -15%
GAM
813
Gemmer Asset Management
California
$24K – – –
PCP
814
Proficio Capital Partners
Massachusetts
$23K +$584 +15 +2%
NC
815
NewSquare Capital
Pennsylvania
$22K – – –
AC
816
Avestar Capital
New York
$21K -$59.3K -1,525 -70%
GFP
817
Gryphon Financial Partners
Ohio
$21K -$4.4K -113 -16%
LFA
818
Legacy Financial Advisors
Kentucky
$21K – – –
VCM
819
Versant Capital Management
Arizona
$21K – – –
OIA
820
Optimum Investment Advisors
Illinois
$21K +$3.23K +83 +17%
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$20K -$13.6K -350 -38%
CHP
822
Cable Hill Partners
Oregon
$19K – – –
TWA
823
TCI Wealth Advisors
Arizona
$19K +$7.67K +197 +59%
AF
824
Advisornet Financial
Minnesota
$18K -$35.3K -908 -65%
EARNEST Partners
825
EARNEST Partners
Georgia
$18K – – –