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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
526
Financial Gravity Companies
Texas
$29K +$2.37K +50 +8%
FGAM
527
Financial Gravity Asset Management
Texas
$29K +$32.6K +689 New
WWMSC
528
Wagner Wealth Management (South Carolina)
South Carolina
$26K – – –
Loomis, Sayles & Company
529
Loomis, Sayles & Company
Massachusetts
$26K +$28.3K +599 New
CPA
530
Clear Perspective Advisors
Illinois
$25K -$10.6K -225 -29%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$24K +$25.3K +534 New
KA
532
Kaizen Advisory
Illinois
$23K – – –
AF
533
Allworth Financial
California
$22K – – –
AWM
534
Avondale Wealth Management
Texas
$19K – – –
MOS
535
MGO One Seven
Ohio
$19K – – –
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
RFM
537
Royal Fund Management
Florida
$17K -$2.08K -44 -10%
Acadian Asset Management
538
Acadian Asset Management
Massachusetts
$16K -$362K -7,654 -95%
GFP
539
Gryphon Financial Partners
Ohio
$16K -$2.22K -47 -12%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$16K +$1.32K +28 +8%
EARNEST Partners
541
EARNEST Partners
Georgia
$15K – – –
NAMA
542
Nikko Asset Management Americas
New York
$14K -$70.6K -1,492 -83%
ASN
543
Advisory Services Network
Georgia
$14K -$13.1K -277 -46%
GT
544
Greenleaf Trust
Michigan
$13K -$22.7K -480 -62%
1832 Asset Management
545
1832 Asset Management
Ontario, Canada
$13K – – –
JFGIW
546
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
BFC
547
Bedel Financial Consulting
Indiana
$13K +$13.5K +285 New
FPFS
548
First Personal Financial Services
North Carolina
$12K -$37.9K -802 -75%
SFSIG
549
San Francisco Sentry Investment Group
California
$12K -$10.9K -231 -47%
TFO
550
Tarbox Family Office
California
$11K -$1.37K -29 -10%