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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1301
West Paces Advisors
Georgia
$38.9K
PMFA
1302
Plante Moran Financial Advisors
Michigan
$38K
TFO
1303
Tarbox Family Office
California
$36K
BWP
1304
Baldwin Wealth Partners
Massachusetts
$35K
M
1305
MOTCO
Texas
$35K
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$4.57K +20 +18%
SP
1307
SWS Partners
Ohio
$35K +$32K +140 New
BWA
1308
Burt Wealth Advisors
Maryland
$34K +$31.3K +137 New
IP
1309
Isthmus Partners
Wisconsin
$32K
EARNEST Partners
1310
EARNEST Partners
Georgia
$32K +$29K +127 New
SHJ
1311
Sharkey, Howes & Javer
Colorado
$31K
MFW
1312
Mosaic Family Wealth
Missouri
$30K
ADL
1313
Asset Dedication LLC
California
$30K +$20.8K +91 +303%
FMB
1314
Field & Main Bank
Kentucky
$30K +$27.9K +122 New
CFD
1315
Creative Financial Designs
Indiana
$29K -$26.1K -114 -49%
AIS
1316
Accurate Investment Solutions
Pennsylvania
$29K
RPC
1317
Rossmore Private Capital
Connecticut
$27.4K +$25.2K +110 New
PS
1318
Portfolio Strategies
New York
$26K +$24K +105 New
Financial Engines Advisors
1319
Financial Engines Advisors
California
$25K -$111K -487 -83%
BAM
1320
Barrett Asset Management
New York
$25K
CMBA
1321
C.M. Bidwell & Associates
Hawaii
$25K
GFP
1322
Gryphon Financial Partners
Ohio
$25K +$22.4K +98 New
TFA
1323
Toth Financial Advisory
Virginia
$25K +$23.3K +102 New
TCCM
1324
Timber Creek Capital Management
Massachusetts
$24K
AWMS
1325
Advocacy Wealth Management Services
Georgia
$24K +$3.43K +15 +18%