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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$36K -$2.16K -43 -6%
RFA
702
Reilly Financial Advisors
California
$35K
RTC
703
Riverview Trust Company
Washington
$33K -$4.72K -94 -13%
BCI
704
Brinker Capital Investments
Pennsylvania
$33K +$9.94K +198 +43%
1IA
705
1834 Investment Advisors
Wisconsin
$32K
FGAM
706
Financial Gravity Asset Management
Texas
$32K +$12.3K +246 +63%
CAGAS
707
Capital Advisory Group Advisory Services
Minnesota
$31K
FIB
708
First Interstate Bank
Montana
$31K
MRCM
709
M&R Capital Management
New Jersey
$30K
TF
710
Tompkins Financial
New York
$29K
PGAM
711
Princeton Global Asset Management
New Jersey
$28K -$8.03K -160 -22%
FCB
712
First Command Bank
Texas
$28K
FCFS
713
First Command Financial Services
Texas
$28K
TIM
714
Tortoise Investment Management
New York
$27K
PWMG
715
Prestige Wealth Management Group
New Jersey
$26K -$702 -14 -3%
SFSIG
716
San Francisco Sentry Investment Group
California
$26K
IAS
717
IMA Advisory Services
Colorado
$26K +$6.27K +125 +31%
BCA
718
Berman Capital Advisors
Georgia
$26K +$9.68K +193 +58%
CWM
719
Cranbrook Wealth Management
Michigan
$25K
CWA
720
Clarus Wealth Advisors
Arizona
$25K +$351 +7 +1%
MWM
721
Mascoma Wealth Management
New Hampshire
$24K
AAP
722
Arax Advisory Partners
Colorado
$24K +$24.1K +480 New
HGWM
723
Harvest Group Wealth Management
Massachusetts
$23K +$301 +6 +1%
BWA
724
Burt Wealth Advisors
Maryland
$22K
CCMW
725
Cypress Capital Management (Wyoming)
Wyoming
$22K