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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Executive Wealth Management
Michigan
$21K +$22.3K +392 New
ACS
652
Archford Capital Strategies
Illinois
$20K -$39.9K -700 -66%
FHA
653
Flagship Harbor Advisors
Massachusetts
$20K
SCM
654
Silvant Capital Management
Georgia
$20K
WANY
655
Wealthspire Advisors (New York)
New York
$20K +$20.6K +362 New
GAM
656
Gemmer Asset Management
California
$19K -$8.55K -150 -30%
DSC
657
Duncker Streett & Co
Missouri
$19K
MCM
658
Manchester Capital Management
Vermont
$19K
M
659
MOTCO
Texas
$19K
EARNEST Partners
660
EARNEST Partners
Georgia
$19K +$4.56K +80 +31%
AAMU
661
Amundi Asset Management US
Massachusetts
$17.8K -$1.59M -27,932 -8%
CHP
662
Cable Hill Partners
Oregon
$17K
TFO
663
Tarbox Family Office
California
$17K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$17K +$3.65K +64 +26%
FCA
665
FinTrust Capital Advisors
South Carolina
$17K +$18.2K +320 New
MOS
666
MGO One Seven
Ohio
$17K +$18.4K +322 New
FC
667
Ferris Capital
Massachusetts
$15K +$228 +4 +2%
AssetMark Inc
668
AssetMark Inc
California
$14K -$3.08K -54 -17%
AF
669
Advisornet Financial
Minnesota
$14K +$1.6K +28 +12%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$13K
NFG
671
Next Financial Group
Texas
$12K -$6.27K -110 -33%
BWM
672
BerganKDV Wealth Management
Minnesota
$12K
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K +$12K +210 New
SFSIG
674
San Francisco Sentry Investment Group
California
$11K -$456 -8 -4%
SFG
675
SevenBridge Financial Group
Pennsylvania
$11K