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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
801
Asset Dedication LLC
California
$17K
GM
802
GeoWealth Management
Illinois
$17K +$2K +11 +15%
CAC
803
Core Alternative Capital
Georgia
$16.9K +$4.18K +23 +39%
SIC
804
Salem Investment Counselors
North Carolina
$16.5K
EARNEST Partners
805
EARNEST Partners
Georgia
$15.5K
GIA
806
GHP Investment Advisors
Colorado
$15.5K
AWM
807
Accel Wealth Management
Iowa
$15.3K
MC
808
Moors & Cabot
Massachusetts
$14.5K +$12.7K +70 New
SIS
809
Sound Income Strategies
Florida
$13.6K
AF
810
Advisornet Financial
Minnesota
$13.4K +$9.46K +52 +400%
OA
811
Operose Advisors
Wisconsin
$13.4K +$11.8K +65 New
NHT
812
New Hampshire Trust
New Hampshire
$13K
GEA
813
Glen Eagle Advisors
New Jersey
$12K -$2.55K -14 -19%
BWM
814
Baystate Wealth Management
Massachusetts
$11.8K +$8.55K +47 +470%
RI
815
Ridgewood Investments
New Jersey
$11.6K +$10.2K +56 New
JWM
816
Janiczek Wealth Management
Colorado
$11.4K -$910 -5 -8%
IGWM
817
ICA Group Wealth Management
Colorado
$11.4K -$52.9K -291 -84%
HWA
818
Heritage Wealth Advisors
Virginia
$11.4K
CAL
819
Capital Advisors Ltd
Ohio
$11K +$1.64K +9 +21%
NFSG
820
Newbridge Financial Services Group
Florida
$10.7K
CT
821
Caldwell Trust
Florida
$10.3K
WT
822
Washington Trust
Rhode Island
$10.1K +$1.27K +7 +17%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$8.68K
CCP
824
Carmel Capital Partners
California
$8.68K +$7.64K +42 New
SCA
825
Stonebridge Capital Advisors
Minnesota
$8.26K