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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
401
One Wealth Advisors
California
$9K +$8.77K +62 New
RCAG
402
Rehmann Capital Advisory Group
Michigan
$6.68K -$15.8K -112 -72%
HWA
403
Heritage Wealth Advisors
Virginia
$6.22K +$5.8K +41 New
EARNEST Partners
404
EARNEST Partners
Georgia
$6K
VNA
405
Valley National Advisers
Pennsylvania
$6K
PCMK
406
Paragon Capital Management (Kansas)
Kansas
$6K +$5.8K +41 New
SCM
407
Shelton Capital Management
Colorado
$5.4K -$648K -4,581 -85%
FPFS
408
First Personal Financial Services
North Carolina
$5K
S
409
SignatureFD
Georgia
$5K
CFGS
410
Concourse Financial Group Securities
Alabama
$5K +$4.24K +30 +333%
RIA
411
Realta Investment Advisors
Delaware
$5K +$4.67K +33 New
CCM
412
Cribstone Capital Management
Maine
$3K
PMFA
413
Plante Moran Financial Advisors
Michigan
$3K
SFSIG
414
San Francisco Sentry Investment Group
California
$3K
TFO
415
Tarbox Family Office
California
$3K
TWA
416
TCI Wealth Advisors
Arizona
$3K
TCA
417
Tortoise Capital Advisors
Kansas
$3K
LWA
418
Lenox Wealth Advisors
New York
$3K +$2.69K +19 New
BWM
419
BerganKDV Wealth Management
Minnesota
$2K
FHA
420
Flagship Harbor Advisors
Massachusetts
$2K
VFA
421
Valeo Financial Advisors
Indiana
$2K
SL
422
Salomon & Ludwin
Virginia
$2K +$1.55K +11 New
GT
423
Glenmede Trust
Pennsylvania
$1.65K -$15.3K -108 -1%
RWM
424
Raffa Wealth Management
District of Columbia
$1.37K
PWM
425
PRW Wealth Management
Massachusetts
$1K