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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
851
Parkside Financial Bank & Trust
Missouri
$25K -$1.28K -53 -5%
WAS
852
Winch Advisory Services
Wisconsin
$23K +$145 +6 +0.7%
EARNEST Partners
853
EARNEST Partners
Georgia
$22K
RWG
854
Regal Wealth Group
California
$22K +$24 +1 +0.1%
1IA
855
1834 Investment Advisors
Wisconsin
$21K
MCM
856
Manchester Capital Management
Vermont
$21K
M
857
MOTCO
Texas
$21K
TFS
858
TrustCore Financial Services
Tennessee
$21K +$121 +5 +0.6%
MSA
859
Marino Stram & Associates
Massachusetts
$20K +$676 +28 +4%
PWAG
860
Polaris Wealth Advisory Group
California
$20K +$2.85K +118 +18%
TDC
861
Thompson Davis & Co
Virginia
$19K -$3.02K -125 -15%
GRP
862
Global Retirement Partners
California
$19K
TFO
863
Tarbox Family Office
California
$19K
SWA
864
Sutton Wealth Advisors
Florida
$18.2K
FC
865
Ferris Capital
Massachusetts
$18K -$4.47K -185 -21%
AWM
866
AllSquare Wealth Management
New York
$18K
WF
867
WealthTrust Fairport
Ohio
$18K +$4.83K +200 +40%
OBWP
868
O'Brien Wealth Partners
Massachusetts
$18K +$17.2K +712 New
FAM
869
Fred Alger Management
New York
$16K -$6.43K -266 -31%
FMP
870
Financial Management Professionals
Texas
$16K
TSW
871
Thompson Siegel & Walmsley
Virginia
$16K
RMAM
872
Raab & Moskowitz Asset Management
New Jersey
$16K +$15.3K +632 New
FIB
873
First Interstate Bank
Montana
$15K -$16.3K -675 -53%
ONST
874
Old North State Trust
North Carolina
$15K +$14.6K +606 New
PMFA
875
Plante Moran Financial Advisors
Michigan
$14K +$12.9K +534 New