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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1351
Sun Life Financial
Ontario, Canada
$36K -$200 -1 -0.7%
RIA
1352
RPG Investment Advisory
California
$35K – – –
TFO
1353
Tarbox Family Office
California
$35K +$5.8K +29 +26%
HI
1354
Human Investing
Oregon
$35K +$28K +140 New
EARNEST Partners
1355
EARNEST Partners
Georgia
$34K – – –
CB
1356
CNB Bank
Pennsylvania
$31K – – –
FPFS
1357
First Personal Financial Services
North Carolina
$30K +$10K +50 +74%
PCFFS
1358
Pacific Center for Financial Services
California
$30K +$16.8K +84 +227%
Loomis, Sayles & Company
1359
Loomis, Sayles & Company
Massachusetts
$29K -$2K -10 -8%
WOC
1360
West Oak Capital
California
$29K – – –
WPA
1361
West Paces Advisors
Georgia
$27.2K – – –
JFA
1362
JNBA Financial Advisors
Minnesota
$26K -$12K -60 -36%
AWMS
1363
Advocacy Wealth Management Services
Georgia
$26K -$8.2K -41 -28%
GG
1364
Gleason Group
Kentucky
$26K – – –
EI
1365
Ellevest Inc
New York
$25K – – –
MAM
1366
Marquette Asset Management
Minnesota
$25K – – –
DTIM
1367
Danda Trouve Investment Management
Kansas
$25K +$20K +100 New
MWP
1368
Meridian Wealth Partners
Pennsylvania
$25K +$20K +100 New
PS
1369
Planned Solutions
California
$25K +$20K +100 New
SCM
1370
Silvant Capital Management
Georgia
$24K – – –
CWC
1371
Carolinas Wealth Consulting
North Carolina
$24K +$200 +1 +1%
TFS
1372
TrustCore Financial Services
Tennessee
$22K +$3K +15 +20%
GAM
1373
Gemmer Asset Management
California
$21K – – –
1IA
1374
1834 Investment Advisors
Wisconsin
$19K -$40.2K -201 -73%
PO
1375
Private Ocean
California
$19K – – –