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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$9K +$2.9K +28 +55%
MGIM
402
M&G Investment Management
United Kingdom
$8.18K -$112K -1,081 -2%
PMFA
403
Plante Moran Financial Advisors
Michigan
$7K +$6.42K +62 New
ACM
404
Allred Capital Management
Texas
$6.05K +$5.28K +51 New
BCA
405
Berman Capital Advisors
Georgia
$6K
IFAM
406
Institutional & Family Asset Management
Colorado
$6K
BWM
407
BerganKDV Wealth Management
Minnesota
$5K
ASN
408
Advisory Services Network
Georgia
$4K -$3.63K -35 -51%
WLPWM
409
Walled Lake Planning & Wealth Management
Illinois
$4K -$3.63K -35 -51%
EARNEST Partners
410
EARNEST Partners
Georgia
$4K
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$4K +$1.35K +13 +65%
FHA
412
First Horizon Advisors
Tennessee
$4K +$1.97K +19 +95%
S
413
SignatureFD
Georgia
$3K -$1.76K -17 -41%
FRA
414
Front Row Advisors
California
$3K
HR
415
Howe & Rusling
New York
$3K
CWP
416
Concord Wealth Partners
Virginia
$3K +$2.28K +22 New
BC
417
Bartlett & Co
Ohio
$2K
BCWM
418
Bartlett & Co Wealth Management
Ohio
$1.9K
RWM
419
Raffa Wealth Management
District of Columbia
$1.56K
GEA
420
Glen Eagle Advisors
New Jersey
$1.3K
CAM
421
ClariVest Asset Management
California
$1K
WAS
422
Winch Advisory Services
Wisconsin
$1K
EP
423
Eudaimonia Partners
Tennessee
$1K +$621 +6 New
SCA
424
Stonebridge Capital Advisors
Minnesota
$1K +$621 +6 New
BWM
425
Baystate Wealth Management
Massachusetts
$1K +$829 +8 New