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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Human Investing
Oregon
$35K +$28K +140 New
EARNEST Partners
1352
EARNEST Partners
Georgia
$34K
CB
1353
CNB Bank
Pennsylvania
$31K
FPFS
1354
First Personal Financial Services
North Carolina
$30K +$10K +50 +74%
PCFFS
1355
Pacific Center for Financial Services
California
$30K +$16.8K +84 +227%
Loomis, Sayles & Company
1356
Loomis, Sayles & Company
Massachusetts
$29K -$2K -10 -8%
WOC
1357
West Oak Capital
California
$29K
WPA
1358
West Paces Advisors
Georgia
$27.2K
JFA
1359
JNBA Financial Advisors
Minnesota
$26K -$12K -60 -36%
AWMS
1360
Advocacy Wealth Management Services
Georgia
$26K -$8.2K -41 -28%
GG
1361
Gleason Group
Kentucky
$26K
EI
1362
Ellevest Inc
New York
$25K
MAM
1363
Marquette Asset Management
Minnesota
$25K
DTIM
1364
Danda Trouve Investment Management
Kansas
$25K +$20K +100 New
MWP
1365
Meridian Wealth Partners
Pennsylvania
$25K +$20K +100 New
PS
1366
Planned Solutions
California
$25K +$20K +100 New
SCM
1367
Silvant Capital Management
Georgia
$24K
CWC
1368
Carolinas Wealth Consulting
North Carolina
$24K +$200 +1 +1%
TFS
1369
TrustCore Financial Services
Tennessee
$22K +$3K +15 +20%
GAM
1370
Gemmer Asset Management
California
$21K
1IA
1371
1834 Investment Advisors
Wisconsin
$19K -$40.2K -201 -73%
PO
1372
Private Ocean
California
$19K
BHWM
1373
Bay Harbor Wealth Management
Maryland
$16K
IF
1374
Ironwood Financial
Arizona
$16K +$6K +30 +94%
TCCM
1375
Timber Creek Capital Management
Massachusetts
$15K