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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$102K
MCM
702
Manchester Capital Management
Vermont
$98K
SSB
703
Sandy Spring Bank
Maryland
$97K
TCOV
704
Trust Company of Vermont
Vermont
$96K
CFG
705
CKW Financial Group
Hawaii
$91K +$8.15K +59 +12%
IC
706
IKOS CIF
Cyprus
$88K +$74.5K +539 New
M
707
MOTCO
Texas
$85K
IRS
708
Invictus RG (Singapore)
Singapore
$84K -$720K -5,212 -91%
HI
709
Hudock Inc
Pennsylvania
$80K
CAL
710
Capital Analysts LLC
Pennsylvania
$79.9K +$68.1K +493 New
FANJ
711
Financial Architects (New Jersey)
New Jersey
$75K +$27.6K +200 +76%
MCM
712
MV Capital Management
Maryland
$68K +$36.9K +267 +177%
IF
713
Ironwood Financial
Arizona
$66K
FHA
714
First Horizon Advisors
Tennessee
$65K -$411K -2,976 -88%
CLOS
715
Compagnie Lombard Odier SCmA
Switzerland
$62K -$312K -2,260 -85%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$3.45K +25 +7%
Nuveen
717
Nuveen
North Carolina
$57K +$800K +5,792 +2%
CHP
718
Cable Hill Partners
Oregon
$56K +$2.35K +17 +5%
MA
719
MCF Advisors
Kentucky
$54K
CFSG
720
Community Financial Services Group
Vermont
$52K
TCM
721
Tradewinds Capital Management
Washington
$49K
JWA
722
JFS Wealth Advisors
Pennsylvania
$47K
Manulife (Manufacturers Life Insurance)
723
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3K -$647K -4,687 -2%
BBHC
724
Brown Brothers Harriman & Co
New York
$41K
KT
725
Kanaly Trust
Texas
$40K +$13.5K +98 +65%