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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1751
Plante Moran Financial Advisors
Michigan
$1.31M -$218K -1,432 -14%
ACM
1752
Adalta Capital Management
New York
$1.31M – – –
AWG
1753
Altus Wealth Group
Colorado
$1.31M – – –
WTA
1754
Washington Trust Advisors
Massachusetts
$1.31M -$4.27K -28 -0.3%
FCM
1755
Firestone Capital Management
Florida
$1.31M – – –
FFMBT
1756
First Farmers & Merchants Bank Trust
Tennessee
$1.3M +$13.6K +89 +1%
BRM
1757
Boston Research & Management
Massachusetts
$1.3M – – –
EOCM
1758
Energy Opportunities Capital Management
Texas
$1.3M -$146K -960 -10%
CA
1759
Calton & Associates
Florida
$1.3M +$17.4K +114 +1%
Needham Investment Management
1760
Needham Investment Management
New York
$1.29M – – –
WTFG
1761
Wells Trecaso Financial Group
Ohio
$1.29M +$5.49K +36 +0.4%
LFA
1762
Legacy Financial Advisors
Kentucky
$1.29M +$136K +890 +11%
WMA
1763
Wealth Management Associates
New Jersey
$1.29M +$226K +1,479 +20%
GCA
1764
Gradient Capital Advisors
California
$1.29M +$2.29K +15 +0.2%
Plancorp LLC
1765
Plancorp LLC
Missouri
$1.29M +$17.5K +115 +1%
REMPR
1766
Roof Eidam Maycock Peralta (REMP)
California
$1.28M +$610 +4 +0%
KIC
1767
Keating Investment Counselors
Florida
$1.28M – – –
EWS
1768
Evergreen Wealth Solutions
Pennsylvania
$1.28M +$189K +1,236 +16%
MTC
1769
McDaniel Terry & Co
Texas
$1.28M +$1.07K +7 +0.1%
SFG
1770
StrategIQ Financial Group
Indiana
$1.27M +$5.34K +35 +0.4%
TCM
1771
Traynor Capital Management
Pennsylvania
$1.27M +$208K +1,364 +18%
WEG
1772
World Equity Group
Illinois
$1.27M +$25.3K +166 +2%
CPO
1773
Cerity Partners OCIO
New York
$1.27M -$128K -837 -9%
WFM
1774
Wolff Financial Management
Michigan
$1.27M +$305 +2 +0%
Wedmont Private Capital
1775
Wedmont Private Capital
Pennsylvania
$1.26M +$88.9K +583 +7%