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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$43K – – –
PAI
702
Pittenger & Anderson Inc
Nebraska
$43K +$40.2K +400 New
IFAM
703
Institutional & Family Asset Management
Colorado
$41K -$5.03K -50 -11%
LAS
704
Lloyd Advisory Services
Georgia
$41K -$1.41K -14 -3%
AWM
705
AllSquare Wealth Management
New York
$41K – – –
VFA
706
Valeo Financial Advisors
Indiana
$41K +$26.5K +264 +230%
LOIM
707
Liberty One Investment Management
Illinois
$41K +$38.9K +387 New
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K – – –
KPCM
709
Kings Point Capital Management
New York
$35K – – –
CFD
710
Creative Financial Designs
Indiana
$35K +$32.9K +327 New
GAM
711
Gemmer Asset Management
California
$33K – – –
CI
712
CX Institutional
Indiana
$33K +$4.22K +42 +16%
BWM
713
Baystate Wealth Management
Massachusetts
$32K – – –
SIM
714
Sonora Investment Management
Arizona
$32K – – –
RWA
715
Ropes Wealth Advisors
Massachusetts
$29K – – –
BCA
716
Berman Capital Advisors
Georgia
$29K +$2.11K +21 +8%
CAL
717
Capital Analysts LLC
Pennsylvania
$28K +$17.9K +178 +212%
AssetMark Inc
718
AssetMark Inc
California
$26K -$1.11K -11 -4%
FHA
719
First Horizon Advisors
Tennessee
$26K – – –
CA
720
Clearstead Advisors
Ohio
$24K – – –
FRA
721
Front Row Advisors
California
$23K -$402 -4 -2%
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$23K +$19.1K +190 +760%
CG
723
Cutler Group
California
$21K +$20.1K +200 New
WB
724
Webster Bank
Connecticut
$19K – – –
SC
725
Solstein Capital
California
$18K – – –