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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
501
Northwest Wealth Management
Iowa
$6K +$6.11K +122 New
HFP
502
Holistic Financial Partners
Indiana
$6K +$6.21K +124 New
EARNEST Partners
503
EARNEST Partners
Georgia
$5K +$5.01K +100 New
LA
504
Legacy Advisors
Pennsylvania
$5K +$5.01K +100 New
SFG
505
Sage Financial Group
Pennsylvania
$5K +$5.11K +102 New
CAPTRUST Financial Advisors
506
CAPTRUST Financial Advisors
North Carolina
$4K +$4.06K +81 New
AOWM
507
Alpha Omega Wealth Management
Virginia
$4K +$4.21K +84 New
RBC
508
Roble Belko & Company
Pennsylvania
$4K +$4.21K +84 New
BCA
509
Bray Capital Advisors
Florida
$4K +$4.51K +90 New
FC
510
Ferris Capital
Massachusetts
$3K +$3.36K +67 New
RCAG
511
Rehmann Capital Advisory Group
Michigan
$3K +$3.36K +67 New
SFA
512
Spectrum Financial Alliance
Kentucky
$3K +$3.91K +78 New
HR
513
Howe & Rusling
New York
$2K +$1.7K +34 New
WF
514
WealthTrust Fairport
Ohio
$2K +$1.8K +36 New
JCM
515
Jacobi Capital Management
Pennsylvania
$2K +$2K +40 New
OWA
516
One Wealth Advisors
California
$2K +$2.05K +41 New
BWA
517
BDO Wealth Advisors
Florida
$2K +$2.2K +44 New
FGAM
518
Financial Gravity Asset Management
Texas
$2K +$2.2K +44 New
FGC
519
Financial Gravity Companies
Texas
$2K +$2.2K +44 New
CAGAS
520
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.3K +46 New
GAM
521
Gemmer Asset Management
California
$2K +$2.3K +46 New
MWM
522
MinichMacGregor Wealth Management
New York
$2K +$2.4K +48 New
RFM
523
Royal Fund Management
Florida
$2K +$2.71K +54 New
OC
524
Oakworth Capital
Alabama
$1K +$551 +11 New
Acadian Asset Management
525
Acadian Asset Management
Massachusetts
$1K +$751 +15 New