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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1226
Plante Moran Financial Advisors
Michigan
$31K +$10.1K +60 +49%
CFA
1227
Cahill Financial Advisors
Minnesota
$31K +$31K +185 New
CBT
1228
Central Bank & Trust
Kentucky
$29K – – –
FAM
1229
Fred Alger Management
New York
$29K +$8.22K +49 +40%
BWA
1230
BDO Wealth Advisors
Florida
$28K +$168 +1 +0.6%
ADL
1231
Asset Dedication LLC
California
$28K +$17.9K +107 +184%
IBOK
1232
Independence Bank of Kentucky
Kentucky
$27K +$14.3K +85 +113%
CB
1233
CNB Bank
Pennsylvania
$27K +$50.3K +300 New
ACA
1234
Atlas Capital Advisors
Wyoming
$27K – – –
Loomis, Sayles & Company
1235
Loomis, Sayles & Company
Massachusetts
$26K +$168 +1 +0.7%
TFIPS
1236
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K – – –
BWM
1237
Baystate Wealth Management
Massachusetts
$25K -$71.3K -425 -74%
CCC
1238
Crescent Capital Consulting
Louisiana
$24K – – –
EIM
1239
Essex Investment Management
Massachusetts
$24K – – –
JWA
1240
JFS Wealth Advisors
Pennsylvania
$24K +$2.85K +17 +13%
CYG
1241
Clean Yield Group
Vermont
$23K – – –
WB
1242
Webster Bank
Connecticut
$23K – – –
CH
1243
Canton Hathaway
Rhode Island
$23K +$23K +137 New
RIM
1244
Rockbridge Investment Management
New York
$22K +$5.87K +35 +35%
BMD
1245
Better Money Decisions
New Mexico
$22K +$8.39K +50 +60%
SWA
1246
Sutton Wealth Advisors
Florida
$21.6K +$7.21K +43 +50%
WBC
1247
West Branch Capital
Massachusetts
$21K – – –
FCA
1248
FinTrust Capital Advisors
South Carolina
$20K +$7.88K +47 +65%
CQS
1249
Credential Qtrade Securities
$19.1K – – –
VCM
1250
Vigilant Capital Management
Maine
$19K +$19.5K +116 New