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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$13K +$3.07K +49 +34%
MOS
402
MGO One Seven
Ohio
$13K +$12.2K +195 New
EWM
403
Edge Wealth Management
New York
$12K
GAM
404
Gemmer Asset Management
California
$11K
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$11K +$8.08K +129 +349%
TG
406
TLP Group
Illinois
$10K -$301K -4,803 -97%
DSI
407
Daiwa SB Investments
Japan
$10K
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$10K +$9.78K +156 New
PW
409
Price Wealth
Texas
$10K +$9.78K +156 New
TFO
410
Tarbox Family Office
California
$9K -$940 -15 -10%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$9K
FPFS
412
First Personal Financial Services
North Carolina
$9K +$8.33K +133 New
CHP
413
Cable Hill Partners
Oregon
$6K
GRP
414
Global Retirement Partners
California
$6K +$815 +13 +16%
AF
415
Arrow Financial
New York
$6K +$6.27K +100 New
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.17K
PWM
417
Paulson Wealth Management
Illinois
$5K +$4.57K +73 New
PCG
418
Private Capital Group
Connecticut
$5K +$5.33K +85 New
EARNEST Partners
419
EARNEST Partners
Georgia
$4K +$3.45K +55 New
GT
420
Glenmede Trust
Pennsylvania
$3K -$1.88K -30 -39%
CBT
421
Capital Bank & Trust
California
$3K
VFA
422
Valeo Financial Advisors
Indiana
$3K +$63 +1 +3%
HR
423
Howe & Rusling
New York
$3K +$376 +6 +17%
RWA
424
Ropes Wealth Advisors
Massachusetts
$3K +$2.57K +41 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$2.19K +35 New