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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1051
Janiczek Wealth Management
Colorado
$17K +$16.6K +205 New
EARNEST Partners
1052
EARNEST Partners
Georgia
$16K – – –
JFA
1053
JNBA Financial Advisors
Minnesota
$16K +$8.09K +100 +111%
WAS
1054
Winch Advisory Services
Wisconsin
$16K +$12.1K +150 +395%
TPWA
1055
TRUE Private Wealth Advisors
Oregon
$16K +$16.2K +200 New
TF
1056
TimeScale Financial
Massachusetts
$15K +$14.6K +180 New
IAS
1057
IMA Advisory Services
Colorado
$14K – – –
BWM
1058
Baystate Wealth Management
Massachusetts
$13K +$81 +1 +0.7%
TFA
1059
Transamerica Financial Advisors
Florida
$13K +$11.8K +146 New
MF
1060
Manchester Financial
California
$13K +$12.9K +160 New
NCM
1061
New Capital Management
Texas
$12K – – –
BWP
1062
Baldwin Wealth Partners
Massachusetts
$11K – – –
FEG
1063
Financial Enhancement Group
Indiana
$10K – – –
TFO
1064
Tarbox Family Office
California
$10K +$1.78K +22 +22%
TSW
1065
Thompson Siegel & Walmsley
Virginia
$9K – – –
VCM
1066
Versant Capital Management
Arizona
$8K -$8.58K -106 -50%
ATC
1067
Adirondack Trust Company
New York
$8K – – –
LWM
1068
Liberty Wealth Management
California
$8K – – –
PFSC
1069
Peoples Financial Services Corp
Pennsylvania
$8K – – –
TL
1070
TrueWealth LLC
Georgia
$8K – – –
EWA
1071
Evolution Wealth Advisors
Florida
$8K +$7.45K +92 New
FRA
1072
Front Row Advisors
California
$7K – – –
TWA
1073
TCI Wealth Advisors
Arizona
$7K +$2.43K +30 +50%
TA
1074
TCG Advisors
Texas
$7K +$3.97K +49 +148%
GC
1075
Globeflex Capital
California
$7K +$6.47K +80 New