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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$13K +$13.3K +378 New
DSC
302
Duncker Streett & Co
Missouri
$12K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$12K
PSC
304
Prentiss Smith & Co
Vermont
$12K
QAM
305
QCI Asset Management
New York
$12K
HR
306
Howe & Rusling
New York
$12K +$12.2K +346 New
BCMIO
307
Beacon Capital Management Inc (Ohio)
Ohio
$11K -$6.92K -196 -39%
CG
308
Colony Group
Massachusetts
$11K -$1.52K -43 -12%
DAM
309
Delta Asset Management
Tennessee
$10K
HPBT
310
High Point Bank & Trust
North Carolina
$8K
NCM
311
Nelson Capital Management
California
$8K
WOC
312
West Oak Capital
California
$6.04K +$565 +16 +10%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$6K -$17.8K -505 -75%
TFO
314
Tarbox Family Office
California
$6K
PFS
315
Physicians Financial Services
North Carolina
$6K +$5.54K +157 New
RWM
316
Raffa Wealth Management
District of Columbia
$5.53K
SEC
317
Seven Eight Capital
New York
$5K -$725K -20,539 -99%
BBHC
318
Brown Brothers Harriman & Co
New York
$5K
EWM
319
Edge Wealth Management
New York
$5K
Federated Hermes
320
Federated Hermes
Pennsylvania
$5K
JFA
321
JNBA Financial Advisors
Minnesota
$5K +$4.63K +131 New
IWC
322
Integrated Wealth Counsel
California
$4K -$6.35K -180 -62%
MFBTD
323
MB Financial Bank - Trust Department
Illinois
$4K
CAW
324
Cornerstone Advisors (Washington)
Washington
$4K +$1.62K +46 +61%
BKA
325
Brick & Kyle Associates
Pennsylvania
$3K