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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2101
Financial Perspectives
Minnesota
$141K
PO
2102
Private Ocean
California
$141K -$118K -420 -47%
MWP
2103
Meridian Wealth Partners
Pennsylvania
$141K +$2.82K +10 +2%
TSW
2104
Thompson Siegel & Walmsley
Virginia
$138K
CCA
2105
Column Capital Advisors
Indiana
$137K +$51K +181 +64%
WPA
2106
West Paces Advisors
Georgia
$134K
C
2107
Cerebellum
California
$133K +$247K +877 New
EARNEST Partners
2108
EARNEST Partners
Georgia
$130K
HIM
2109
Hillsdale Investment Management
Ontario, Canada
$129K -$114K -405 -48%
SIMG
2110
Stephens Investment Management Group
Texas
$127K
TC
2111
Trust Company
Kansas
$125K
CA
2112
Crewe Advisors
Utah
$123K -$2.82K -10 -2%
RBC
2113
Roble Belko & Company
Pennsylvania
$121K
PC
2114
Permanens Capital
New York
$118K -$169K -600 -60%
PCA
2115
Providence Capital Advisors
North Carolina
$118K
IBOK
2116
Independence Bank of Kentucky
Kentucky
$111K +$14.1K +50 +15%
PP
2117
Pacifica Partners
Canada
$108K -$2.82K -10 -3%
BEAM
2118
Baker Ellis Asset Management
Washington
$108K +$103K +365 New
LWM
2119
Liberty Wealth Management
California
$105K +$24.5K +87 +32%
GWMIA
2120
Global Wealth Management Investment Advisory
Florida
$99K +$4.79K +17 +5%
PG
2121
Proffitt & Goodson
Tennessee
$98K +$93K +330 New
MLFP
2122
MPS Loria Financial Planners
Illinois
$95K +$90.8K +322 New
BCM
2123
Blume Capital Management
California
$89K
HCM
2124
Highlander Capital Management
New Jersey
$89K
PIMG
2125
Patriot Investment Management Group
Tennessee
$87.8K +$83.5K +296 New