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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1676
Plante Moran Financial Advisors
Michigan
$18.9M -$693K -3,978 -4%
CWM
1677
C2C Wealth Management
Arizona
$18.9M +$976K +5,603 +6%
JSC
1678
Jackson Square Capital
California
$18.9M +$3.37M +19,337 +25%
GH
1679
GAM Holding
Switzerland
$18.9M -$60.6K -348 -0.4%
KTC
1680
Kistler-Tiffany Companies
Pennsylvania
$18.9M +$271K +1,557 +2%
FPGK
1681
Financial Partners Group (Kansas)
Kansas
$18.9M -$291K -1,669 -2%
HCP
1682
Holt Capital Partners
Texas
$18.9M +$108K +622 +0.6%
MA
1683
MJP Associates
Connecticut
$18.8M -$515K -2,957 -3%
WRPWM
1684
Werba Rubin Papier Wealth Management
California
$18.8M +$9.76K +56 +0.1%
CHA
1685
Carmichael Hill & Associates
Maryland
$18.8M +$151K +869 +0.9%
NM
1686
NWI Management
New York
$18.8M -$1.39M -8,000 -8%
WIA
1687
Westbourne Investment Advisors
Maryland
$18.8M -$323K -1,852 -2%
CI
1688
Carroll Investors
South Carolina
$18.8M -$109K -625 -0.6%
ATI
1689
Act Two Investors
California
$18.7M +$1.94M +11,144 +13%
LG
1690
Leuthold Group
Minnesota
$18.7M -$612K -3,513 -4%
MWM
1691
Moran Wealth Management
Florida
$18.7M +$1.74K +10 +0%
WKWM
1692
Walter & Keenan Wealth Management
Indiana
$18.7M -$290K -1,664 -2%
Financial Engines Advisors
1693
Financial Engines Advisors
California
$18.7M +$1.36M +7,778 +9%
WIM
1694
Westside Investment Management
California
$18.6M -$1.62M -9,290 -9%
PPG
1695
Peak Planning Group
Colorado
$18.6M +$423K +2,428 +3%
TGCMU
1696
Titan Global Capital Management USA
New York
$18.6M +$4.02M +23,083 +32%
ODG
1697
O'Dell Group
Ohio
$18.6M +$63.8K +366 +0.4%
FC
1698
Fusion Capital
South Carolina
$18.6M +$68.7K +394 +0.4%
JCM
1699
Jacobi Capital Management
Pennsylvania
$18.5M -$501K -2,877 -3%
RLIM
1700
Red Lighthouse Investment Management
New York
$18.5M -$862K -4,948 -5%