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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$99K – – –
PC
927
Pier Capital
Connecticut
$98K – – –
BBPWM
928
Blue Bell Private Wealth Management
Pennsylvania
$93K +$78.1K +1,000 +400%
MIC
929
MU Investments Company
Japan
$92K – – –
FHA
930
First Horizon Advisors
Tennessee
$87K -$306K -3,919 -77%
1IC
931
1919 Investment Counsel
Maryland
$87K – – –
CRM
932
Cramer Rosenthal McGlynn
Connecticut
$86K – – –
GGPS
933
Gary Goldberg Planning Services
New York
$82K +$7.81K +100 +10%
CRCP
934
Copper Rock Capital Partners
Massachusetts
$81K -$72K -921 -46%
CFG
935
CKW Financial Group
Hawaii
$79K – – –
W
936
Wealthfront
California
$79K +$82.3K +1,054 New
DBT
937
Dubuque Bank & Trust
Iowa
$78K – – –
ST
938
Stifel Trust
Missouri
$78K – – –
NIM
939
NuWave Investment Management
New Jersey
$77K +$80.7K +1,033 New
BOK
940
Bank of Kentucky
Kentucky
$75K – – –
MWP
941
MYCIO Wealth Partners
Pennsylvania
$75K – – –
BRWM
942
B. Riley Wealth Management
Tennessee
$75K +$78.1K +1,000 New
WA
943
Waverly Advisors
Alabama
$72K -$9.53K -122 -11%
FBT
944
Founders Bank & Trust
Michigan
$70K -$154K -1,966 -68%
ClearBridge Investments
945
ClearBridge Investments
New York
$60K +$62.5K +800 New
PP
946
Palladium Partners
Virginia
$59K +$60.9K +780 New
WA
947
WealthTrust-Arizona
Arizona
$57K +$3.67K +47 +7%
GAM
948
Gemmer Asset Management
California
$57K +$59.4K +760 New
RA
949
Royce & Associates
New York
$53K -$156K -2,000 -74%
LFR
950
Lehman Financial Resources
Pennsylvania
$52K +$54.7K +700 New