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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$25K
SPIA
252
Steward Partners Investment Advisory
New York
$24K +$9.96K +538 +60%
PG
253
Patten Group
Tennessee
$22K +$16.1K +868 New
PA
254
Parallel Advisors
California
$21K -$8.89K -480 -28%
FHA
255
First Horizon Advisors
Tennessee
$21K +$4.72K +255 +26%
SIC
256
Salem Investment Counselors
North Carolina
$20K
FCB
257
First Command Bank
Texas
$19K
FCFS
258
First Command Financial Services
Texas
$19K
VFA
259
Valeo Financial Advisors
Indiana
$17K +$1.8K +97 +11%
BFC
260
Bedel Financial Consulting
Indiana
$17K +$18.5K +1,000 New
VCM
261
Vigilant Capital Management
Maine
$16K +$17K +918 New
CHP
262
Cable Hill Partners
Oregon
$15K
WWM
263
Willingdon Wealth Management
North Carolina
$15K +$7.2K +389 +80%
VIA
264
Vantage Investment Advisors
Pennsylvania
$14K
FRA
265
Front Row Advisors
California
$14K +$1.07K +58 +7%
SSB
266
Sandy Spring Bank
Maryland
$12K -$14.7K -793 -53%
CIP
267
Convergence Investment Partners
Florida
$12K +$12.9K +699 New
SWP
268
Stratos Wealth Partners
Ohio
$11K
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$10K -$1.67K -90 -13%
SWP
270
Strategic Wealth Partners
Ohio
$10K +$11.1K +600 New
CCM
271
Covington Capital Management
California
$9K
LFA
272
Legacy Financial Advisors
Kentucky
$9K +$1.95K +105 +24%
Macquarie Group
273
Macquarie Group
Australia
$8K
PFBT
274
Parkside Financial Bank & Trust
Missouri
$8K
SFG
275
SevenBridge Financial Group
Pennsylvania
$8K