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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1601
Princeton Global Asset Management
New Jersey
$63K +$16.4K +148 +37%
AF
1602
Allworth Financial
California
$62K +$23.4K +211 +64%
EARNEST Partners
1603
EARNEST Partners
Georgia
$61K
PCIA
1604
Prime Capital Investment Advisors
Kansas
$61K +$3.88K +35 +7%
CWA
1605
Clarus Wealth Advisors
Arizona
$60K +$8.31K +75 +17%
MF
1606
Manchester Financial
California
$60K +$58.1K +524 New
DWM
1607
Destination Wealth Management
California
$59K +$2.88K +26 +5%
TFO
1608
Tarbox Family Office
California
$57K
TWA
1609
TCI Wealth Advisors
Arizona
$56K -$222 -2 -0.4%
BL
1610
Balentine LLC
Georgia
$56K +$13.5K +122 +34%
TFGT
1611
TS Financial Group (TSFG)
Illinois
$55K -$5.54K -50 -9%
PFSC
1612
Peoples Financial Services Corp
Pennsylvania
$55K
SIM
1613
Sonora Investment Management
Arizona
$54K
IFAM
1614
Institutional & Family Asset Management
Colorado
$53K -$21.5K -194 -30%
NCM
1615
Nelson Capital Management
California
$53K +$23.2K +209 +82%
TIM
1616
Tortoise Investment Management
New York
$53K +$44.3K +400 +615%
PK
1617
Pflug Koory
Nebraska
$51K
TSW
1618
Thompson Siegel & Walmsley
Virginia
$46K -$482K -4,350 -92%
WWM
1619
Willingdon Wealth Management
North Carolina
$46K -$6.21K -56 -12%
OIA
1620
Optimum Investment Advisors
Illinois
$46K
THWM
1621
Taylor Hoffman Wealth Management
Virginia
$46K
DAM
1622
Delta Asset Management
Tennessee
$45K -$2.77K -25 -6%
BHWM
1623
Bay Harbor Wealth Management
Maryland
$45K
EFSCE
1624
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$5.1K +46 +14%
CI
1625
CX Institutional
Indiana
$42K -$887 -8 -2%