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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
876
Concourse Financial Group Securities
Alabama
$16K -$15.3K -188 -49%
RDFA
877
Ritter Daniher Financial Advisory
Ohio
$16K
VCM
878
Vigilant Capital Management
Maine
$16K
CAL
879
Capital Analysts LLC
Pennsylvania
$16K +$15.6K +192 New
TLCM
880
Twin Lakes Capital Management
California
$16K +$16.2K +200 New
SLF
881
Sun Life Financial
Ontario, Canada
$15K -$244 -3 -2%
EARNEST Partners
882
EARNEST Partners
Georgia
$15K
WAS
883
Winch Advisory Services
Wisconsin
$15K +$81 +1 +0.5%
GAM
884
Gemmer Asset Management
California
$14K
SC
885
Steph & Co
Wisconsin
$14K
SWA
886
Sutton Wealth Advisors
Florida
$13K +$1.46K +18 +12%
IFAM
887
Institutional & Family Asset Management
Colorado
$13K
RIM
888
Rockbridge Investment Management
New York
$13K
FHC
889
First Horizon Corporation
Tennessee
$13K +$7.96K +98 +144%
FMTCOCP
890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$8.12K +100 +156%
ACM
891
Allred Capital Management
Texas
$12.7K +$12.9K +159 New
GI
892
Gradient Investments
Minnesota
$12K -$17.2K -212 -59%
FPS
893
Fieldpoint Private Securities
Connecticut
$12K
SWM
894
Sugarloaf Wealth Management
Georgia
$12K +$81 +1 +0.7%
FWM
895
Focused Wealth Management
New York
$12K +$3.41K +42 +39%
JWA
896
JFS Wealth Advisors
Pennsylvania
$11K
ACA
897
Atlas Capital Advisors
Wyoming
$10.4K +$10.6K +130 New
OAJ
898
Ogorek Anthony Joseph
New York
$10K
PCFFS
899
Pacific Center for Financial Services
California
$10K
SL
900
Savior LLC
Massachusetts
$10K