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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$28K +$1.64K +48 +7%
KKAMG
852
Kernodle & Katon Asset Management Group
Arkansas
$26K
AP
853
Atwood & Palmer
Missouri
$23K
BC
854
Bartlett & Co
Ohio
$22K
GWS
855
Glassman Wealth Services
Virginia
$22K
BG
856
Bollard Group
Massachusetts
$22K +$68 +2 +0.3%
KT
857
Kanaly Trust
Texas
$22K +$1.23K +36 +6%
GAM
858
Gemmer Asset Management
California
$21K +$2.8K +82 +16%
HR
859
Howe & Rusling
New York
$20K -$37.6K -1,100 -67%
Carson Wealth (CWM LLC)
860
Carson Wealth (CWM LLC)
Nebraska
$19K
VCM
861
Versant Capital Management
Arizona
$18K +$683 +20 +4%
CFS
862
Commonwealth Financial Services
West Virginia
$16K
PCP
863
Proficio Capital Partners
Massachusetts
$16K +$9.97K +292 +187%
WAS
864
Winch Advisory Services
Wisconsin
$15K +$68 +2 +0.5%
WP
865
WealthPLAN Partners
Nebraska
$14.8K +$27.9K +816 New
CP
866
Corbenic Partners
Pennsylvania
$14K
SHJ
867
Sharkey, Howes & Javer
Colorado
$14K
ACS
868
Archford Capital Strategies
Illinois
$14K +$13.7K +400 New
PFO
869
Pathstone Family Office
New Jersey
$14K +$13.7K +400 New
ADL
870
Asset Dedication LLC
California
$13K
PIM
871
Parasol Investment Management
Illinois
$13K +$12K +350 New
TDC
872
Thompson Davis & Co
Virginia
$12K +$11.7K +344 New
SIM
873
Sonora Investment Management
Arizona
$11.5K -$68 -2 -0.6%
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$11K -$3.76K -110 -27%
GI
875
Gradient Investments
Minnesota
$11K