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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
AllSquare Wealth Management
New York
$11K – – –
TWA
427
TCI Wealth Advisors
Arizona
$10K -$10.5K -193 -52%
WPA
428
West Paces Advisors
Georgia
$9.96K – – –
WEC
429
Winslow Evans & Crocker
Massachusetts
$9.51K – – –
VNA
430
Valley National Advisers
Pennsylvania
$9K – – –
AssetMark Inc
431
AssetMark Inc
California
$9K +$5.01K +92 +153%
PFA
432
Pathway Financial Advisors
Vermont
$9K +$8.71K +160 New
CCM
433
Cribstone Capital Management
Maine
$8K – – –
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
MSFP
435
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
VCM
436
Versant Capital Management
Arizona
$8K – – –
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
GRP
438
Global Retirement Partners
California
$7K +$4.14K +76 +143%
EARNEST Partners
439
EARNEST Partners
Georgia
$7K +$6.92K +127 New
AIL
440
AGF Investments LLC
Ontario, Canada
$6K – – –
FPFS
441
First Personal Financial Services
North Carolina
$6K – – –
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$6K +$5.94K +109 New
SWA
443
Sutton Wealth Advisors
Florida
$5.32K – – –
ATC
444
Adirondack Trust Company
New York
$4K – – –
HR
445
Howe & Rusling
New York
$3K – – –
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$3K – – –
HFP
447
Holistic Financial Partners
Indiana
$3K +$2.72K +50 New
CMBA
448
C.M. Bidwell & Associates
Hawaii
$2K -$650K -11,945 -100%
BWM
449
Baystate Wealth Management
Massachusetts
$2K – – –
CAW
450
Cornerstone Advisors (Washington)
Washington
$2K – – –