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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1176
Plante Moran Financial Advisors
Michigan
$35K
BWP
1177
Baldwin Wealth Partners
Massachusetts
$32K
TFO
1178
Tarbox Family Office
California
$32K +$2.13K +10 +8%
M
1179
MOTCO
Texas
$31K -$63.9K -300 -68%
IP
1180
Isthmus Partners
Wisconsin
$29K
FA
1181
Fortis Advisors
Pennsylvania
$29K +$10.6K +50 +63%
ECM
1182
Exchange Capital Management
Michigan
$28K
SHJ
1183
Sharkey, Howes & Javer
Colorado
$28K
SMFG
1184
Sumitomo Mitsui Financial Group
Japan
$27K -$400K -1,880 -94%
AIS
1185
Accurate Investment Solutions
Pennsylvania
$27K +$10K +47 +67%
MFW
1186
Mosaic Family Wealth
Missouri
$27K +$25.5K +120 New
IIC
1187
Integrated Investment Consultants
Michigan
$26K +$3.62K +17 +17%
HCC
1188
Hirtle Callaghan & Co
Pennsylvania
$25K
PFGIA
1189
Patriot Financial Group Insurance Agency
Massachusetts
$25K
CAPTRUST Financial Advisors
1190
CAPTRUST Financial Advisors
North Carolina
$24K +$21.1K +99 New
BA
1191
Bristlecone Advisors
Washington
$24K +$22.4K +105 New
AOWM
1192
Alpha Omega Wealth Management
Virginia
$23K
BAM
1193
Barrett Asset Management
New York
$23K
CMBA
1194
C.M. Bidwell & Associates
Hawaii
$23K
SIAS
1195
Shine Investment Advisory Services
Colorado
$23K +$4.26K +20 +25%
TCCM
1196
Timber Creek Capital Management
Massachusetts
$22K
WOC
1197
West Oak Capital
California
$20.1K
AWMS
1198
Advocacy Wealth Management Services
Georgia
$19K
Barrow, Hanley, Mewhinney & Strauss
1199
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$11.9K -56 -42%
AssetMark Inc
1200
AssetMark Inc
California
$16K -$213 -1 -1%