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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1176
Sound Income Strategies
Florida
$19K +$18K +120 +600%
Cohen & Steers
1177
Cohen & Steers
New York
$18K -$15K -100 -43%
EARNEST Partners
1178
EARNEST Partners
Georgia
$18K – – –
VNA
1179
Valley National Advisers
Pennsylvania
$18K +$10.5K +70 +117%
MAM
1180
Meeder Asset Management
Ohio
$16K -$3K -20 -14%
HI
1181
Hoey Investments
Pennsylvania
$16K – – –
LPWM
1182
Lake Point Wealth Management
Texas
$16K – – –
WWMSC
1183
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
DSC
1184
Duncker Streett & Co
Missouri
$16K +$12K +80 +200%
FCM
1185
Firestone Capital Management
Florida
$15K – – –
BCH
1186
Berkshire Capital Holdings
California
$14K -$53.3M -355,700 -100%
HFM
1187
Hartford Financial Management
Connecticut
$14K – – –
WTC
1188
WhitTier Trust Company
Nevada
$14K – – –
IFAM
1189
Institutional & Family Asset Management
Colorado
$14K +$1.5K +10 +11%
AFS
1190
Annapolis Financial Services
Maryland
$12K – – –
BC
1191
Burleson & Co
California
$12K – – –
TJHA
1192
Thomas J. Herzfeld Advisors
Florida
$12K – – –
AL
1193
ADE LLC
Maryland
$11K – – –
AW
1194
Avion Wealth
Texas
$11K – – –
BIA
1195
Bell Investment Advisors
California
$11K +$12K +80 New
RE
1196
RBC Europe
United Kingdom
$9.49K – – –
GAM
1197
Gemmer Asset Management
California
$9K – – –
TAIM
1198
TD Ameritrade Investment Management
Nebraska
$9K +$13.5K +90 New
HPC
1199
HM Payson & Co
Maine
$8K -$27K -180 -75%
HWM
1200
Holloway Wealth Management
Florida
$8K – – –