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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$124K – – –
CFFP
1002
Center for Financial Planning
Michigan
$124K -$602 -4 -0.5%
RI
1003
Ridgewood Investments
New Jersey
$121K -$150 -1 -0.1%
AA
1004
Alta Advisers
United Kingdom
$120K – – –
TCM
1005
Tradewinds Capital Management
Washington
$120K – – –
LFG
1006
Larson Financial Group
Missouri
$120K -$440K -2,928 -79%
TWC
1007
TD Waterhouse Canada
Ontario, Canada
$118K -$18.4K -122 -14%
M
1008
Mirova
France
$115K – – –
CF
1009
Centaurus Financial
California
$114K -$2.86K -19 -2%
AEPWM
1010
Atlantic Edge Private Wealth Management
Florida
$113K – – –
ZB
1011
Zions Bancorporation
Utah
$111K -$6.77K -45 -6%
EWA
1012
EverSource Wealth Advisors
Alabama
$109K -$30.7K -204 -22%
OC
1013
Oakworth Capital
Alabama
$106K +$3.91K +26 +4%
QC
1014
Quent Capital
New York
$106K +$150 +1 +0.1%
ST
1015
Smithfield Trust
Pennsylvania
$102K – – –
BONH
1016
Bank of New Hampshire
New Hampshire
$101K – – –
MSG
1017
Main Street Group
Virginia
$101K +$150 +1 +0.1%
CFO
1018
CVA Family Office
Colorado
$99.1K -$27.7K -184 -22%
OP
1019
ORG Partners
Indiana
$97.9K -$176K -1,168 -64%
RAM
1020
Riggs Asset Management
Pennsylvania
$93.4K -$1.32M -8,800 -93%
CH
1021
Cromwell Holdings
Wyoming
$92.5K – – –
CA
1022
CoreCap Advisors
Michigan
$91.7K +$91.8K +610 New
HFS
1023
Hantz Financial Services
Michigan
$90K -$1.61M -10,704 -95%
CHC
1024
City Holding Co
West Virginia
$83.4K – – –
BWAM
1025
Boyd Watterson Asset Management
Ohio
$83K -$5.26K -35 -6%