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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
826
Reilly Financial Advisors
California
$16K +$17K +235 New
RWM
827
Raffa Wealth Management
District of Columbia
$15K -$5.5K -76 -26%
EARNEST Partners
828
EARNEST Partners
Georgia
$14K
IWM
829
IHT Wealth Management
Illinois
$14K
GAM
830
Gemmer Asset Management
California
$13K
VCM
831
Versant Capital Management
Arizona
$13K
WAS
832
Winch Advisory Services
Wisconsin
$13K +$145 +2 +1%
BGIM
833
Brandywine Global Investment Management
Pennsylvania
$13K +$12.6K +174 New
CJA
834
C-J Advisory
California
$12K
IBOK
835
Independence Bank of Kentucky
Kentucky
$12K
NSIM
836
North Star Investment Management
Illinois
$12K
THWM
837
Taylor Hoffman Wealth Management
Virginia
$12K
RA
838
Rational Advisors
New York
$12K +$12.3K +170 New
TWA
839
TCI Wealth Advisors
Arizona
$11K
OIA
840
OneDigital Investment Advisors
Kansas
$11K +$72 +1 +0.7%
HFM
841
Hartford Financial Management
Connecticut
$11K +$11.5K +159 New
Lazard Asset Management
842
Lazard Asset Management
New York
$10K
DBT
843
Dubuque Bank & Trust
Iowa
$10K +$578 +8 +6%
OFW
844
Omnia Family Wealth
Florida
$10K +$9.26K +128 +582%
SWA
845
Sutton Wealth Advisors
Florida
$9.56K
OAJ
846
Ogorek Anthony Joseph
New York
$9K
PCFFS
847
Pacific Center for Financial Services
California
$9K
FANJ
848
Financial Architects (New Jersey)
New Jersey
$8K -$109K -1,508 -93%
PWM
849
Perigon Wealth Management
California
$8K
ECM
850
Exchange Capital Management
Michigan
$8K +$7.81K +108 New