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First American

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
426
Asset Dedication LLC
California
$5.52K – – –
QC
427
Quent Capital
New York
$5.08K -$1.27K -19 -20%
APFP
428
Action Point Financial Planning
Michigan
$5.01K +$5.07K +76 New
ZBNA
429
Zions Bancorporation, National Association
Utah
$4.46K +$4.33K +65 New
PMFA
430
Plante Moran Financial Advisors
Michigan
$4.39K +$4.27K +64 New
CA
431
CoreCap Advisors
Michigan
$4.25K – – –
S
432
SignatureFD
Georgia
$3.57K -$10.9K -164 -76%
S
433
Sachetta
Massachusetts
$3.5K – – –
CPG
434
Cornerstone Planning Group
New Jersey
$3.31K – – –
BIA
435
Bell Investment Advisors
California
$3.29K +$467 +7 +17%
CTC
436
Central Trust Company
Missouri
$3.16K -$2.4K -36 -44%
CT
437
Colonial Trust
South Carolina
$3.15K +$3.07K +46 New
BTI
438
Blue Trust Inc
Georgia
$3.09K – – –
JWM
439
JPL Wealth Management
Colorado
$2.95K +$2.87K +43 New
CCMI
440
Creative Capital Management Investments
California
$2.81K +$2.73K +41 New
SGFG
441
Silver Grove Financial Group
New York
$2.74K +$2.67K +40 New
HNW
442
High Note Wealth
Minnesota
$2.19K – – –
BGAI
443
Bruce G. Allen Investments
Colorado
$1.72K – – –
BHWM
444
Bay Harbor Wealth Management
Maryland
$1.72K +$600 +9 +56%
DPW
445
DiNuzzo Private Wealth
Pennsylvania
$1.65K – – –
IA
446
IFG Advisory
Georgia
$1.65K +$1.6K +24 New
BLC
447
Brown, Lisle/Cummings
Rhode Island
$1.58K -$200 -3 -12%
BFS
448
Bare Financial Services
Pennsylvania
$1.58K – – –
CH
449
Cromwell Holdings
Wyoming
$1.51K +$667 +10 +83%
HNB
450
Huntington National Bank
Ohio
$1.44K -$267 -4 -16%