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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Carroll Financial Associates
North Carolina
$20K
FHA
302
First Horizon Advisors
Tennessee
$20K +$1K +4 +4%
M
303
Mirova
France
$17K
MWP
304
Meridian Wealth Partners
Pennsylvania
$17K +$19.3K +77 New
BFG
305
Baron Financial Group
New Jersey
$16.3K -$12.5K -50 -40%
PMFA
306
Plante Moran Financial Advisors
Michigan
$15K -$501 -2 -3%
IAIM
307
International Assets Investment Management
Florida
$15K
NFG
308
Next Financial Group
Texas
$15K
GFPC
309
Global Financial Private Client
Florida
$13.3K
DAM
310
Delta Asset Management
Tennessee
$11K -$12.5K -50 -50%
WTC
311
WhitTier Trust Company
Nevada
$11K
RFA
312
Reilly Financial Advisors
California
$11K +$13.3K +53 New
DWA
313
Dorsey Wright & Associates
California
$9.53K +$701K +2,800 +7%
GWS
314
Glassman Wealth Services
Virginia
$9K -$1.5K -6 -13%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$3K +12 +39%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$9K +$10K +40 New
BCA
317
Berman Capital Advisors
Georgia
$8K
ATC
318
Adirondack Trust Company
New York
$7K
TFM
319
TFC Financial Management
Massachusetts
$6K -$6.01K -24 -48%
AWM
320
Accel Wealth Management
Iowa
$6K
AssetMark Inc
321
AssetMark Inc
California
$4K -$57.6K -230 -92%
FPS
322
Fieldpoint Private Securities
Connecticut
$4K
NSB
323
Norway Savings Bank
Maine
$4K +$5.01K +20 New
PCG
324
Private Capital Group
Connecticut
$3K -$3.75K -15 -50%
ACM
325
AUA Capital Management
Pennsylvania
$3K