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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
651
Glassman Wealth Services
Virginia
$16K +$6.6K +78 +73%
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$9.22K +109 +145%
LC
653
Lindbrook Capital
California
$15K +$11.8K +140 +359%
SWM
654
Selective Wealth Management
Virginia
$14K
AssetMark Inc
655
AssetMark Inc
California
$14K +$14K +166 New
IFAM
656
Institutional & Family Asset Management
Colorado
$13K -$85.2K -1,007 -87%
CFFP
657
Center for Financial Planning
Michigan
$13K
EARNEST Partners
658
EARNEST Partners
Georgia
$13K
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$13K
RE
660
RBC Europe
United Kingdom
$12.6K
VFA
661
Valeo Financial Advisors
Indiana
$12K -$2.45K -29 -18%
LSA
662
Lion Street Advisors
Texas
$11K +$11K +130 New
VCM
663
Vigilant Capital Management
Maine
$10K
SC
664
Stralem & Co
New York
$10K +$9.9K +117 New
AIC
665
Ameritas Investment Company
Nebraska
$10K +$9.98K +118 New
POIA
666
Pin Oak Investment Advisors
Texas
$10K +$9.98K +118 New
AWA
667
Arkadios Wealth Advisors
Georgia
$9.82K
RFA
668
Reilly Financial Advisors
California
$9K
MRCM
669
M&R Capital Management
New Jersey
$8K
MA
670
MUFG Americas
New York
$8K
TL
671
TrueWealth LLC
Georgia
$8K
TWA
672
TCI Wealth Advisors
Arizona
$8K +$592 +7 +8%
BBHC
673
Brown Brothers Harriman & Co
New York
$8K +$846 +10 +11%
ASN
674
Advisory Services Network
Georgia
$7K -$13.6K -161 -67%
CB
675
CNB Bank
Pennsylvania
$7K