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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
901
Thompson Siegel & Walmsley
Virginia
$17K +$4.41K +189 +30%
FPFS
902
First Personal Financial Services
North Carolina
$16K -$9.68K -415 -34%
GRP
903
Global Retirement Partners
California
$16K +$1.47K +63 +8%
CFA
904
Clarfeld Financial Advisors
New York
$16K +$18K +770 New
TFO
905
Tarbox Family Office
California
$15K – – –
GEA
906
Glen Eagle Advisors
New Jersey
$14.5K -$6.49K -278 -28%
SWA
907
Sutton Wealth Advisors
Florida
$14.5K – – –
AWM
908
AllSquare Wealth Management
New York
$14K – – –
FC
909
Ferris Capital
Massachusetts
$14K – – –
BCA
910
Berman Capital Advisors
Georgia
$14K +$17.3K +743 New
SFA
911
Spectrum Financial Alliance
Kentucky
$13K -$7.21K -309 -32%
FMP
912
Financial Management Professionals
Texas
$13K – – –
ONST
913
Old North State Trust
North Carolina
$12K – – –
AAP
914
Arax Advisory Partners
Colorado
$12K +$4.25K +182 +46%
AIA
915
Alera Investment Advisors
Illinois
$12K +$13.4K +573 New
LWM
916
Liberty Wealth Management
California
$12K +$14.4K +616 New
PMFA
917
Plante Moran Financial Advisors
Michigan
$11K – – –
PWM
918
PRW Wealth Management
Massachusetts
$11K +$12K +513 New
BAM
919
Barrett Asset Management
New York
$11K +$12.5K +537 New
KLWA
920
Kelly Lawrence W & Associates
California
$10K – – –
JGIA
921
Jackson Grant Investment Advisers
Connecticut
$10K +$10.9K +467 New
WF
922
WealthTrust Fairport
Ohio
$9K -$5.67K -243 -35%
CLOS
923
Compagnie Lombard Odier SCmA
Switzerland
$8K -$2.52K -108 -21%
ClearBridge Investments
924
ClearBridge Investments
New York
$8K – – –
LF
925
Lee Financial
Texas
$8K – – –