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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1526
Vigilant Capital Management
Maine
$83K
FPS
1527
Fieldpoint Private Securities
Connecticut
$82K -$17.3K -183 -19%
PMFA
1528
Plante Moran Financial Advisors
Michigan
$81K -$48.8K -516 -40%
WPA
1529
West Paces Advisors
Georgia
$79.7K
PCMK
1530
Paragon Capital Management (Kansas)
Kansas
$79K +$71.9K +759 New
HIIFS
1531
Harel Insurance Investments & Financial Services
Israel
$77K -$95.9K -1,013 -58%
FWM
1532
Focused Wealth Management
New York
$74K +$568 +6 +0.8%
PWM
1533
PRW Wealth Management
Massachusetts
$72K
MWC
1534
MBM Wealth Consultants
Missouri
$71K
JFA
1535
JNBA Financial Advisors
Minnesota
$70K +$2.56K +27 +4%
FPFS
1536
First Personal Financial Services
North Carolina
$70K +$9.47K +100 +18%
ONST
1537
Old North State Trust
North Carolina
$70K +$12.3K +130 +24%
IFAM
1538
Institutional & Family Asset Management
Colorado
$68K -$1.61K -17 -3%
BCM
1539
Blume Capital Management
California
$67K -$9.47K -100 -13%
BAMG
1540
Brand Asset Management Group
Missouri
$66K +$12.1K +128 +25%
BFC
1541
Bedel Financial Consulting
Indiana
$65K
VCM
1542
Versant Capital Management
Arizona
$61K -$1.8K -19 -3%
MFT
1543
Moisand Fitzgerald Tamayo
Florida
$57K
EARNEST Partners
1544
EARNEST Partners
Georgia
$56K
AIA
1545
Alera Investment Advisors
Illinois
$56K +$2.84K +30 +6%
TFGT
1546
TS Financial Group (TSFG)
Illinois
$55K +$50.2K +530 New
RFM
1547
Royal Fund Management
Florida
$54K
CB
1548
CNB Bank
Pennsylvania
$53K +$28.4K +300 +144%
LWM
1549
Liberty Wealth Management
California
$52K +$2.94K +31 +7%
TFO
1550
Tarbox Family Office
California
$52K +$6.63K +70 +16%