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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$42K
PMFA
602
Plante Moran Financial Advisors
Michigan
$40K
IBOK
603
Independence Bank of Kentucky
Kentucky
$40K +$37.7K +2,000 New
ACM
604
AUA Capital Management
Pennsylvania
$39K
AFNAS
605
American Financial Network Advisory Services
California
$38K
SIAS
606
Shine Investment Advisory Services
Colorado
$38K
MFW
607
Mosaic Family Wealth
Missouri
$35K +$19 +1 +0.1%
WEC
608
Winslow Evans & Crocker
Massachusetts
$34.1K -$14.4K -764 -31%
AIM
609
Advantage Investment Management
Iowa
$34K -$15.7K -832 -33%
IWM
610
IHT Wealth Management
Illinois
$34K -$5.77K -306 -16%
FCB
611
First Command Bank
Texas
$33K
FCFS
612
First Command Financial Services
Texas
$33K
CJA
613
C-J Advisory
California
$32K
MUS
614
Mitsubishi UFJ Securities
Japan
$32K
GRP
615
Global Retirement Partners
California
$31K +$5.15K +273 +21%
CA
616
Calton & Associates
Florida
$31K +$27.5K +1,457 New
DCM
617
Delpha Capital Management
New York
$31K +$29.1K +1,544 New
RE
618
RBC Europe
United Kingdom
$30.7K
BL
619
Balentine LLC
Georgia
$30K
CTC
620
Central Trust Company
Missouri
$27K
FRA
621
Front Row Advisors
California
$26K +$24.2K +1,283 New
RFA
622
Reilly Financial Advisors
California
$25K
EWM
623
Evercore Wealth Management
New York
$24K
WT
624
Whittier Trust
California
$23K
ME
625
McIlrath & Eck
Washington
$23K +$21.3K +1,127 New