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Name Holding Trade Value Shares
Change
Change in
Stake
HT
2051
Heritage Trust
Oklahoma
$100K
WPA
2052
West Paces Advisors
Georgia
$99.3K +$823 +17 +0.9%
EARNEST Partners
2053
EARNEST Partners
Georgia
$97K
TC
2054
Trust Company
Kansas
$95K
DWA
2055
Divergent Wealth Advisors
Utah
$94K
SCA
2056
Stuart Chaussee & Associates
California
$94K
JAM
2057
Jolley Asset Management
North Carolina
$93K -$1.4K -29 -2%
LWS
2058
Lucia Wealth Services
California
$91K +$19.3K +398 +28%
SWMG
2059
Signature Wealth Management Group
Georgia
$90K -$4.84K -100 -5%
SQA
2060
Simon Quick Advisors
New Jersey
$88K
FFW
2061
Fusion Family Wealth
New York
$86K
FGAM
2062
Financial Gravity Asset Management
Texas
$85K -$51.1K -1,056 -39%
PFA
2063
Pathway Financial Advisors
Vermont
$85K
RBC
2064
Roble Belko & Company
Pennsylvania
$83K
TA
2065
Townsend & Associates
Colorado
$83K +$774 +16 +1%
ABA
2066
American Beacon Advisors
Texas
$78K
DOA
2067
D'Orazio & Associates
Virginia
$75K -$3.05K -63 -4%
CLM
2068
ClearBridge LLC (Maryland)
Maryland
$74K +$70.9K +1,465 New
CAL
2069
Capital Analysts LLC
Pennsylvania
$72K +$30.4K +627 +78%
IGGA
2070
Iron Gate Global Advisors
Utah
$71K +$68.6K +1,417 New
MUS
2071
Mitsubishi UFJ Securities
Japan
$70K
FCMT
2072
Founders Capital Management (Texas)
Texas
$69K -$42.1K -870 -39%
CA
2073
Crewe Advisors
Utah
$69K -$7.65K -158 -10%
WA
2074
WealthTrust-Arizona
Arizona
$69K +$11.1K +229 +20%
LFG
2075
LifePlan Financial Group
Ohio
$68K