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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
951
Plante Moran Financial Advisors
Michigan
$63K -$25.2K -1,400 -31%
IMS
952
Index Management Solutions
Pennsylvania
$62K -$269K -14,960 -83%
SIMG
953
Stephens Investment Management Group
Texas
$60K
ZTNA
954
Zions Trust National Association
Utah
$57K
CK
955
Carnick & Kubik
Colorado
$55.4K +$50K +2,780 New
PSUF
956
People's United Financial
Connecticut
$54K +$4.32K +240 +10%
TFO
957
Tarbox Family Office
California
$53K +$47.5K +2,640 New
MWP
958
MYCIO Wealth Partners
Pennsylvania
$51K +$719 +40 +2%
BBPWM
959
Blue Bell Private Wealth Management
Pennsylvania
$50K +$45K +2,500 New
PC
960
Pier Capital
Connecticut
$50K +$45K +2,500 New
RFA
961
Reilly Financial Advisors
California
$49K -$77.7K -4,320 -64%
QAM
962
QCI Asset Management
New York
$49K
PAS
963
Partnervest Advisory Services
California
$48K -$23.4K -1,300 -35%
CG
964
Colony Group
Massachusetts
$47K +$42.1K +2,340 New
CFG
965
CKW Financial Group
Hawaii
$45K +$40.6K +2,260 New
IRS
966
Invictus RG (Singapore)
Singapore
$44K +$39.6K +2,200 New
GI
967
Gradient Investments
Minnesota
$41K +$33.1K +1,840 +920%
ESBC
968
E.S. Barr & Co
Kentucky
$41K +$36.7K +2,040 New
AFIA
969
America First Investment Advisors
Nebraska
$40K -$108K -6,000 -75%
BWFA
970
Baltimore-Washington Financial Advisors
Maryland
$40K
TCCM
971
Timber Creek Capital Management
Massachusetts
$39K
ECM
972
Exchange Capital Management
Michigan
$38K
GXMC
973
Global X Management Company
New York
$36K
TSW
974
Thompson Siegel & Walmsley
Virginia
$36K
CAW
975
Cornerstone Advisors (Washington)
Washington
$35K