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Name Holding Trade Value Shares
Change
Change in
Stake
WR
1501
WD Rutherford
Oregon
$51K +$46.4K +180 New
PO
1502
Private Ocean
California
$50K +$25.8K +100 +133%
SQA
1503
Simon Quick Advisors
New Jersey
$49K – – –
EWA
1504
Evolution Wealth Advisors
Florida
$48K – – –
KFS
1505
Kelly Financial Services
Massachusetts
$47.4K – – –
GLLW
1506
Graves Light Lenhart Wealth
Virginia
$46K +$26K +101 +168%
AP
1507
Atwood & Palmer
Missouri
$43K – – –
FFC
1508
First Financial Corp
Indiana
$43K – – –
ST
1509
Sageworth Trust
Pennsylvania
$43K – – –
SWA
1510
SOA Wealth Advisors
New York
$43K – – –
DWP
1511
Destiny Wealth Partners
Florida
$42K – – –
M
1512
MOTCO
Texas
$41K -$8.24K -32 -18%
SLF
1513
Sun Life Financial
Ontario, Canada
$41K – – –
RIA
1514
RPG Investment Advisory
California
$40K – – –
TFO
1515
Tarbox Family Office
California
$40K – – –
EARNEST Partners
1516
EARNEST Partners
Georgia
$39K – – –
BWM
1517
Baystate Wealth Management
Massachusetts
$38K +$26.3K +102 +329%
AWM
1518
Atticus Wealth Management
Florida
$37K – – –
WOC
1519
West Oak Capital
California
$36K -$3.61K -14 -10%
CB
1520
CNB Bank
Pennsylvania
$36K – – –
LWA
1521
Lowe Wealth Advisors
Maryland
$34K – – –
PCFFS
1522
Pacific Center for Financial Services
California
$34K – – –
JWA
1523
JFS Wealth Advisors
Pennsylvania
$34K +$3.86K +15 +14%
WPA
1524
West Paces Advisors
Georgia
$30.7K – – –
JFA
1525
JNBA Financial Advisors
Minnesota
$30K – – –