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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
951
Baystate Wealth Management
Massachusetts
$21K +$574 +7 +3%
EARNEST Partners
952
EARNEST Partners
Georgia
$20K
TF
953
Tompkins Financial
New York
$20K
LFA
954
Legacy Financial Advisors
Kentucky
$20K +$1.23K +15 +6%
SAM
955
Shamrock Asset Management
Texas
$19K
JA
956
JOYN Advisors
Georgia
$19K +$19.1K +233 New
FEG
957
Financial Enhancement Group
Indiana
$19K +$19.2K +234 New
IIC
958
Integrated Investment Consultants
Michigan
$19K +$19.2K +234 New
LJHT
959
Laurie J. Hall Trustee
$18K
AWM
960
Aevitas Wealth Management
Massachusetts
$18K +$164 +2 +0.9%
TCM
961
Tradewinds Capital Management
Washington
$18K +$4.59K +56 +34%
IWM
962
IHT Wealth Management
Illinois
$18K +$4.92K +60 +35%
GBBWRPM
963
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K
PSC
964
Prentiss Smith & Co
Vermont
$16K
VCM
965
Versant Capital Management
Arizona
$15K -$16.4K -200 -52%
JCM
966
Jacobi Capital Management
Pennsylvania
$15K
RCAG
967
Rehmann Capital Advisory Group
Michigan
$15K +$15.8K +192 New
FMII
968
Farmers & Merchants Investments Inc
Nebraska
$13K
DWM
969
Destination Wealth Management
California
$13K +$12.9K +157 New
FANJ
970
Financial Architects (New Jersey)
New Jersey
$12K -$16.9K -206 -57%
LF
971
Lee Financial
Texas
$12K -$12.5K -152 -51%
NCM
972
New Capital Management
Texas
$12K
CA
973
Centerpoint Advisors
Massachusetts
$12K +$12.1K +148 New
BWP
974
Baldwin Wealth Partners
Massachusetts
$11K
MSA
975
Marino Stram & Associates
Massachusetts
$11K