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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$94K +$4.14K +30 +5%
JAM
702
JCIC Asset Management
Ontario, Canada
$93K
TI
703
tru Independence
Oregon
$91K -$2.62K -19 -3%
WPA
704
West Paces Advisors
Georgia
$89.5K
LF
705
Lee Financial
Texas
$89K +$27.6K +200 +44%
CH
706
Canton Hathaway
Rhode Island
$89K +$89.1K +646 New
RIM
707
Rockbridge Investment Management
New York
$88K -$138 -1 -0.2%
SC
708
Solstein Capital
California
$87K -$138K -1,000 -61%
EW
709
Evoke Wealth
California
$87K +$18.8K +136 +28%
PS
710
Planned Solutions
California
$87K +$87.6K +635 New
SIAS
711
Shine Investment Advisory Services
Colorado
$85K +$2.48K +18 +3%
MLFP
712
MPS Loria Financial Planners
Illinois
$83K
SNT
713
Security National Trust
West Virginia
$83K
BCV
714
Banque Cantonale Vaudoise
Switzerland
$83K +$82.7K +600 New
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$82K
TCCM
716
Timber Creek Capital Management
Massachusetts
$82K
SAM
717
S.A. Mason
Michigan
$79K
BAM
718
Bellevue Asset Management
Washington
$78K
FRA
719
Front Row Advisors
California
$72K +$4.69K +34 +8%
CHC
720
City Holding Co
West Virginia
$71K
IA
721
IFP Advisors
Florida
$70K +$7.58K +55 +12%
TF
722
Tompkins Financial
New York
$69K
ZB
723
Zions Bancorporation
Utah
$67K -$2.34K -17 -3%
QCMC
724
Quantum Capital Management (California)
California
$66K -$15.7K -114 -19%
TIM
725
Tortoise Investment Management
New York
$66K