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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1601
Bedel Financial Consulting
Indiana
$77K +$4.77K +43 +7%
FPFS
1602
First Personal Financial Services
North Carolina
$76K -$665 -6 -0.9%
GAM
1603
Gemmer Asset Management
California
$75K -$25.6K -231 -26%
BCM
1604
Blume Capital Management
California
$74K – – –
BAMG
1605
Brand Asset Management Group
Missouri
$73K – – –
SCA
1606
Stonebridge Capital Advisors
Minnesota
$65K +$63.3K +571 New
MFT
1607
Moisand Fitzgerald Tamayo
Florida
$63K – – –
PGAM
1608
Princeton Global Asset Management
New Jersey
$63K +$16.4K +148 +37%
AF
1609
Allworth Financial
California
$62K +$23.4K +211 +64%
EARNEST Partners
1610
EARNEST Partners
Georgia
$61K – – –
PCIA
1611
Prime Capital Investment Advisors
Kansas
$61K +$3.88K +35 +7%
CWA
1612
Clarus Wealth Advisors
Arizona
$60K +$8.31K +75 +17%
MF
1613
Manchester Financial
California
$60K +$58.1K +524 New
DWM
1614
Destination Wealth Management
California
$59K +$2.88K +26 +5%
TFO
1615
Tarbox Family Office
California
$57K – – –
TWA
1616
TCI Wealth Advisors
Arizona
$56K -$222 -2 -0.4%
BL
1617
Balentine LLC
Georgia
$56K +$13.5K +122 +34%
TFGT
1618
TS Financial Group (TSFG)
Illinois
$55K -$5.54K -50 -9%
PFSC
1619
Peoples Financial Services Corp
Pennsylvania
$55K – – –
SIM
1620
Sonora Investment Management
Arizona
$54K – – –
IFAM
1621
Institutional & Family Asset Management
Colorado
$53K -$21.5K -194 -30%
NCM
1622
Nelson Capital Management
California
$53K +$23.2K +209 +82%
TIM
1623
Tortoise Investment Management
New York
$53K +$44.3K +400 +615%
PK
1624
Pflug Koory
Nebraska
$51K – – –
TSW
1625
Thompson Siegel & Walmsley
Virginia
$46K -$482K -4,350 -92%