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Name Holding Trade Value Shares
Change
Change in
Stake
EF
1001
Empirical Finance
Pennsylvania
$23K +$22.5K +559 New
KF
1002
Krilogy Financial
Missouri
$21K
QAM
1003
QCI Asset Management
New York
$21K
WAS
1004
Winch Advisory Services
Wisconsin
$21K
EARNEST Partners
1005
EARNEST Partners
Georgia
$21K +$21.5K +536 New
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$20K -$2.41K -60 -11%
BTIS
1007
BB&T Investment Services
North Carolina
$19K +$20.4K +507 New
TFO
1008
Tarbox Family Office
California
$18K
JIC
1009
Joel Isaacson & Co
New York
$17K
CHP
1010
Cable Hill Partners
Oregon
$16K -$683 -17 -4%
MWM
1011
MinichMacGregor Wealth Management
New York
$16K -$643 -16 -4%
Carson Wealth (CWM LLC)
1012
Carson Wealth (CWM LLC)
Nebraska
$16K -$362 -9 -2%
DSN
1013
D. Scott Neal
Kentucky
$16K
PFSC
1014
Peoples Financial Services Corp
Pennsylvania
$16K
SFS
1015
Sowell Financial Services
Arkansas
$15K +$14.5K +360 New
JCM
1016
Jacobi Capital Management
Pennsylvania
$14K -$2.49K -62 -15%
CWM
1017
Catamount Wealth Management
Connecticut
$14K
Loomis, Sayles & Company
1018
Loomis, Sayles & Company
Massachusetts
$14K +$6.39K +159 +85%
DAM
1019
Delta Asset Management
Tennessee
$12K
KTC
1020
Kistler-Tiffany Companies
Pennsylvania
$12K
WA
1021
WealthTrust-Arizona
Arizona
$12K
MMG
1022
Monetary Management Group
Missouri
$11K +$11.5K +286 New
GBT
1023
Grove Bank & Trust
Florida
$10K +$9.85K +245 New
AF
1024
Allworth Financial
California
$8K -$9.24K -230 -53%
GWS
1025
Glassman Wealth Services
Virginia
$8K