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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
526
First Personal Financial Services
North Carolina
$11K – – –
YWP
527
YorkBridge Wealth Partners
New York
$11K – – –
CTB
528
Country Trust Bank
Illinois
$11K +$10.5K +185 New
AA
529
Advisory Alpha
Michigan
$10.2K +$10.2K +180 New
AW
530
Alpha Windward
Massachusetts
$10K – – –
DBT
531
Dubuque Bank & Trust
Iowa
$10K – – –
EARNEST Partners
532
EARNEST Partners
Georgia
$10K – – –
BWM
533
Baystate Wealth Management
Massachusetts
$10K +$57 +1 +0.6%
SIS
534
Sound Income Strategies
Florida
$10K +$7.29K +128 +298%
BFC
535
Bedel Financial Consulting
Indiana
$9K – – –
CBT
536
Capital Bank & Trust
California
$9K – – –
ST
537
Smithfield Trust
Pennsylvania
$9K – – –
SWA
538
Sutton Wealth Advisors
Florida
$8.88K +$1.31K +23 +18%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$8K – – –
SMFS
540
Squar Milner Financial Services
California
$8K – – –
GWS
541
Glassman Wealth Services
Virginia
$8K +$228 +4 +3%
IRC
542
Investors Research Corp
Georgia
$8K +$8.25K +145 New
TL
543
TrueWealth LLC
Georgia
$7K – – –
ZB
544
Zions Bancorporation
Utah
$6K -$1.48K -26 -20%
GCM
545
Gables Capital Management
Florida
$6K – – –
PWM
546
PRW Wealth Management
Massachusetts
$6K +$398 +7 +7%
AIA
547
Alera Investment Advisors
Illinois
$6K +$2.16K +38 +59%
LWA
548
Lenox Wealth Advisors
New York
$6K +$3.02K +53 +120%
HGWM
549
Harvest Group Wealth Management
Massachusetts
$6K +$5.46K +96 New
Group One Trading
550
Group One Trading
Illinois
$6K +$5.8K +102 New