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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
551
Pathstone Family Office
New Jersey
$39K +$16.5K +848 +79%
PMFA
552
Plante Moran Financial Advisors
Michigan
$39K +$33.4K +1,720 +717%
CFN
553
Cordasco Financial Network
Florida
$38K
CFA
554
Carroll Financial Associates
North Carolina
$35K -$1.79K -92 -5%
GAM
555
Gemmer Asset Management
California
$33K
SCA
556
Stonebridge Capital Advisors
Minnesota
$32K -$31.1K -1,600 -50%
VFA
557
Valeo Financial Advisors
Indiana
$32K -$1.09K -56 -3%
CTC
558
Central Trust Company
Missouri
$32K
SIM
559
Sonora Investment Management
Arizona
$32K
AS
560
Altshuler Shaham
Israel
$32K +$29.7K +1,532 +2,253%
TWA
561
TCI Wealth Advisors
Arizona
$31K
TFS
562
TrustCore Financial Services
Tennessee
$31K
CIAS
563
Capital Investment Advisory Services
North Carolina
$29K
FA
564
Financial Advantage
Maryland
$28K +$27.2K +1,400 New
PCIA
565
Prime Capital Investment Advisors
Kansas
$26K +$25.2K +1,300 New
PCFFS
566
Pacific Center for Financial Services
California
$24K
BFEC
567
Benjamin F. Edwards & Company
Missouri
$22K -$1.17K -60 -5%
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
$22K
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$22K +$20.9K +1,076 New
CMBA
570
C.M. Bidwell & Associates
Hawaii
$18K
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$18K
LFG
572
LifePlan Financial Group
Ohio
$18K
FHA
573
Flagship Harbor Advisors
Massachusetts
$16K
SLF
574
Sun Life Financial
Ontario, Canada
$13K +$78 +4 +0.6%
FFC
575
First Financial Corp
Indiana
$13K +$12.3K +636 New