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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1201
EARNEST Partners
Georgia
$21K
WAS
1202
Winch Advisory Services
Wisconsin
$21K
EWM
1203
EPG Wealth Management
Georgia
$21K +$21.3K +138 New
EIM
1204
Essex Investment Management
Massachusetts
$20K
GG
1205
Gleason Group
Kentucky
$20K +$20K +130 New
BL
1206
Balentine LLC
Georgia
$19K -$88.9K -577 -82%
TFA
1207
Toth Financial Advisory
Virginia
$19K +$3.08K +20 +19%
JWA
1208
JFS Wealth Advisors
Pennsylvania
$18K +$18.5K +120 New
WOC
1209
West Oak Capital
California
$17K
FP
1210
Financial Perspectives
Minnesota
$16.6K +$17K +110 New
FA
1211
Fortis Advisors
Pennsylvania
$16K +$10K +65 +163%
SC
1212
Solstein Capital
California
$16K +$16.8K +109 New
RWM
1213
Raffa Wealth Management
District of Columbia
$15.3K
AIS
1214
Accurate Investment Solutions
Pennsylvania
$15K -$19.3K -125 -56%
CMBA
1215
C.M. Bidwell & Associates
Hawaii
$15K
MAM
1216
Marquette Asset Management
Minnesota
$15K
SCM
1217
Silvant Capital Management
Georgia
$15K
PA
1218
PSI Advisors
Florida
$15K +$15.4K +100 New
IA
1219
IndexIQ Advisors
New York
$13K +$12.8K +83 New
FPS
1220
Fieldpoint Private Securities
Connecticut
$12K -$310K -2,012 -96%
FPFS
1221
First Personal Financial Services
North Carolina
$12K -$154K -1,000 -93%
PO
1222
Private Ocean
California
$12K
BHWM
1223
Bay Harbor Wealth Management
Maryland
$11K
TFS
1224
TrustCore Financial Services
Tennessee
$11K
HWM
1225
HighMark Wealth Management
Minnesota
$11K +$11.7K +76 New