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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2226
Next Capital Management
New York
$114K +$62.3K +813 +133%
CQS
2227
Credential Qtrade Securities
$113K -$189K -2,464 -63%
PCFFS
2228
Pacific Center for Financial Services
California
$111K
GWMIA
2229
Global Wealth Management Investment Advisory
Florida
$108K -$6.58K -86 -6%
VC
2230
Vestor Capital
Illinois
$108K +$6.05K +79 +6%
EWA
2231
Evolution Wealth Advisors
Florida
$106K +$102K +1,327 New
EARNEST Partners
2232
EARNEST Partners
Georgia
$105K
EIM
2233
Essex Investment Management
Massachusetts
$105K
PWP
2234
Personal Wealth Partners
Minnesota
$104K +$99.6K +1,301 New
SHJ
2235
Sharkey, Howes & Javer
Colorado
$102K -$13.5K -176 -12%
MF
2236
Manchester Financial
California
$102K +$97.9K +1,278 New
CT
2237
Clearstead Trust
Maine
$100K +$2.53K +33 +3%
ME
2238
McIlrath & Eck
Washington
$91K
IFA
2239
Interactive Financial Advisors
Illinois
$84K
MAM
2240
Marquette Asset Management
Minnesota
$83K
AIS
2241
Accurate Investment Solutions
Pennsylvania
$83K +$4.06K +53 +5%
KFS
2242
Kelly Financial Services
Massachusetts
$79.1K +$230 +3 +0.3%
BHWM
2243
Bay Harbor Wealth Management
Maryland
$75K +$25.3K +331 +55%
HL
2244
Harding Loevner
New Jersey
$74K
CIM
2245
Contravisory Investment Management
Massachusetts
$72K +$11.3K +148 +20%
AP
2246
Arlington Partners
Alabama
$69K
CCM
2247
Copeland Capital Management
Pennsylvania
$69K
IF
2248
Ironwood Financial
Arizona
$68K +$153 +2 +0.2%
OFS
2249
Orrstown Financial Services
Pennsylvania
$68K +$4.06K +53 +7%
LPWM
2250
Lake Point Wealth Management
Texas
$67K