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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1201
Sun Life Financial
Ontario, Canada
$22K -$8.02K -52 -27%
NIM
1202
NuWave Investment Management
New Jersey
$21K -$89.7K -582 -80%
RA
1203
Rational Advisors
New York
$21K -$68.4K -444 -76%
EARNEST Partners
1204
EARNEST Partners
Georgia
$21K – – –
WAS
1205
Winch Advisory Services
Wisconsin
$21K – – –
EWM
1206
EPG Wealth Management
Georgia
$21K +$21.3K +138 New
EIM
1207
Essex Investment Management
Massachusetts
$20K – – –
GG
1208
Gleason Group
Kentucky
$20K +$20K +130 New
BL
1209
Balentine LLC
Georgia
$19K -$88.9K -577 -82%
TFA
1210
Toth Financial Advisory
Virginia
$19K +$3.08K +20 +19%
JWA
1211
JFS Wealth Advisors
Pennsylvania
$18K +$18.5K +120 New
WOC
1212
West Oak Capital
California
$17K – – –
FP
1213
Financial Perspectives
Minnesota
$16.6K +$17K +110 New
FA
1214
Fortis Advisors
Pennsylvania
$16K +$10K +65 +163%
SC
1215
Solstein Capital
California
$16K +$16.8K +109 New
RWM
1216
Raffa Wealth Management
District of Columbia
$15.3K – – –
AIS
1217
Accurate Investment Solutions
Pennsylvania
$15K -$19.3K -125 -56%
CMBA
1218
C.M. Bidwell & Associates
Hawaii
$15K – – –
MAM
1219
Marquette Asset Management
Minnesota
$15K – – –
SCM
1220
Silvant Capital Management
Georgia
$15K – – –
PA
1221
PSI Advisors
Florida
$15K +$15.4K +100 New
IA
1222
IndexIQ Advisors
New York
$13K +$12.8K +83 New
FPS
1223
Fieldpoint Private Securities
Connecticut
$12K -$310K -2,012 -96%
FPFS
1224
First Personal Financial Services
North Carolina
$12K -$154K -1,000 -93%
PO
1225
Private Ocean
California
$12K – – –