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EPAM Systems

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
301
Wagner Wealth Management (South Carolina)
South Carolina
$12K – – –
CWM
302
Catamount Wealth Management
Connecticut
$12K +$4.81K +40 +80%
FPFS
303
First Personal Financial Services
North Carolina
$12K +$11.4K +95 New
IAS
304
IMA Advisory Services
Colorado
$11K +$10.6K +88 New
RCAG
305
Rehmann Capital Advisory Group
Michigan
$9.95K +$1.93K +16 +25%
GFP
306
Gryphon Financial Partners
Ohio
$7K -$962 -8 -12%
CA
307
Centerpoint Advisors
Massachusetts
$5K +$4.93K +41 New
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$4K -$361 -3 -9%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$4K – – –
GWM
310
Geneos Wealth Management
Colorado
$4K – – –
HR
311
Howe & Rusling
New York
$4K – – –
Parallax Volatility Advisers
312
Parallax Volatility Advisers
California
$4K – – –
EARNEST Partners
313
EARNEST Partners
Georgia
$4K +$3.97K +33 New
CHP
314
Cable Hill Partners
Oregon
$3K – – –
HI
315
Hudock Inc
Pennsylvania
$3K – – –
FGAM
316
Financial Gravity Asset Management
Texas
$2K -$1.68K -14 -54%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCM
318
Cribstone Capital Management
Maine
$2K – – –
OFS
319
Orrstown Financial Services
Pennsylvania
$2K – – –
FIA
320
FNY Investment Advisers
New York
$2K +$2.89K +24 New
ASN
321
Advisory Services Network
Georgia
$1K – – –
SMG
322
Spectrum Management Group
Indiana
$1K – – –
LF
323
Lee Financial
Texas
$1K +$1.08K +9 New
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.2K +10 New
Artisan Partners
325
Artisan Partners
Wisconsin
– -$14.9M -129,987 Closed