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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
976
Plante Moran Financial Advisors
Michigan
$85K -$14.6K -52 -15%
DWM
977
Destination Wealth Management
California
$83K
CHC
978
City Holding Co
West Virginia
$80K
BCA
979
Bay Colony Advisors
Massachusetts
$80K +$77.3K +275 New
JFGIW
980
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K -$12.7K -45 -15%
QAM
981
QCI Asset Management
New York
$76K
MPPLM
982
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$75K -$3.94K -14 -5%
WT
983
Washington Trust
Rhode Island
$74K +$71.7K +255 New
MIHAS
984
Maj Invest Holding A/S
Denmark
$73K
MYIA
985
Mount Yale Investment Advisors
Colorado
$69K
MSE
986
MUFG Securities EMEA
United Kingdom
$68K -$5.56M -19,764 -99%
GI
987
Gradient Investments
Minnesota
$68K
MUS
988
Mitsubishi UFJ Securities
Japan
$67K -$152K -540 -70%
VCM
989
Vigilant Capital Management
Maine
$64K
GFP
990
Gryphon Financial Partners
Ohio
$63K +$2.81K +10 +5%
PFA
991
Pathway Financial Advisors
Vermont
$60K
GRP
992
Global Retirement Partners
California
$60K +$15.5K +55 +36%
BCP
993
Blackhawk Capital Partners
Wisconsin
$59K -$35.1K -125 -38%
MA
994
MCF Advisors
Kentucky
$59K -$843 -3 -1%
GBBWRPM
995
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$59K
SIAP
996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K
GAM
997
Gemmer Asset Management
California
$55K
CPA
998
Clear Perspective Advisors
Illinois
$55K +$7.03K +25 +15%
CBT
999
Capital Bank & Trust
California
$53K +$5.9K +21 +13%
SNT
1000
Security National Trust
West Virginia
$51K