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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1201
Advocacy Wealth Management Services
Georgia
$30K – – –
SMFS
1202
Squar Milner Financial Services
California
$29K -$108K -617 -78%
OIA
1203
OneDigital Investment Advisors
Kansas
$28K -$234K -1,336 -89%
EWA
1204
Evolution Wealth Advisors
Florida
$28K – – –
Lazard Asset Management
1205
Lazard Asset Management
New York
$28K – – –
KFS
1206
Kelly Financial Services
Massachusetts
$27.3K -$17.5K -100 -38%
WAP
1207
Wealthcare Advisory Partners
Pennsylvania
$27K -$700 -4 -2%
WPA
1208
West Paces Advisors
Georgia
$25.6K – – –
ST
1209
Sageworth Trust
Pennsylvania
$25K +$26.3K +150 New
EARNEST Partners
1210
EARNEST Partners
Georgia
$22K -$7.35K -42 -24%
EIM
1211
Essex Investment Management
Massachusetts
$22K – – –
HI
1212
Human Investing
Oregon
$22K – – –
SCA
1213
Stuart Chaussee & Associates
California
$21K -$23.6K -135 -52%
NIM
1214
NuWave Investment Management
New Jersey
$21K -$7.53K -43 -25%
MPWT
1215
MassMutual Private Wealth & Trust
Connecticut
$21K – – –
SHJ
1216
Sharkey, Howes & Javer
Colorado
$21K – – –
RA
1217
Rational Advisors
New York
$21K +$2.98K +17 +15%
PFGIA
1218
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$14.9K -85 -41%
BWP
1219
Baldwin Wealth Partners
Massachusetts
$20K – – –
IWA
1220
Intercontinental Wealth Advisors
Texas
$20K – – –
SCM
1221
Silvant Capital Management
Georgia
$19K – – –
W
1222
WealthStone
Ohio
$18.7K +$20K +114 New
SQA
1223
Simon Quick Advisors
New Jersey
$18.2K +$19.4K +111 New
PCP
1224
Proficio Capital Partners
Massachusetts
$18K -$37.6K -215 -67%
TFS
1225
TrustCore Financial Services
Tennessee
$18K -$22.4K -128 -54%