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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
826
Financial Management Professionals
Texas
$22K – – –
CAL
827
Capital Analysts LLC
Pennsylvania
$22K +$21 +1 +0.1%
WAS
828
Winch Advisory Services
Wisconsin
$22K +$168 +8 +0.9%
WEC
829
Winslow Evans & Crocker
Massachusetts
$22K +$2.62K +125 +16%
GWS
830
Glassman Wealth Services
Virginia
$22K +$3.21K +153 +21%
EARNEST Partners
831
EARNEST Partners
Georgia
$21K – – –
1IA
832
1834 Investment Advisors
Wisconsin
$20K – – –
GI
833
Gradient Investments
Minnesota
$20K – – –
TFS
834
TrustCore Financial Services
Tennessee
$20K +$147 +7 +0.9%
DWMG
835
DB Wealth Management Group
California
$20K +$16.8K +800 New
AIA
836
Arcadia Investment Advisors
Idaho
$19.7K – – –
SWA
837
Sutton Wealth Advisors
Florida
$19.2K +$1.26K +60 +8%
SL
838
Savior LLC
Massachusetts
$19K -$21 -1 -0.1%
AAP
839
Arax Advisory Partners
Colorado
$19K +$63 +3 +0.4%
TFO
840
Tarbox Family Office
California
$19K +$3.76K +179 +30%
FQ
841
First Quadrant
California
$19K +$16K +764 New
FMII
842
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
CT
843
Caldwell Trust
Florida
$17.2K -$10.7K -508 -42%
CFFP
844
Center for Financial Planning
Michigan
$17K – – –
CHA
845
Carmichael Hill & Associates
Maryland
$17K +$126 +6 +0.9%
IFAM
846
Institutional & Family Asset Management
Colorado
$17K +$126 +6 +0.9%
ETI
847
Enterprise Trust & Investment
California
$16K – – –
HFM
848
Hartford Financial Management
Connecticut
$16K – – –
LWA
849
Lenox Wealth Advisors
New York
$16K – – –
BWL
850
Bogart Wealth LLC
Virginia
$16K +$63 +3 +0.4%