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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$26K -$3.39K -54 -11%
Farmers & Merchants Investments Inc
502
Farmers & Merchants Investments Inc
Nebraska
$26K – – –
SWM
503
Sugarloaf Wealth Management
Georgia
$26K +$63 +1 +0.2%
CFGS
504
Concourse Financial Group Securities
Alabama
$25K -$2.89K -46 -9%
CMP
505
Coston McIsaac & Partners
Maine
$25K – – –
TFGT
506
TS Financial Group (TSFG)
Illinois
$25K – – –
KA
507
Kozak & Associates
Colorado
$25K +$63 +1 +0.2%
FRA
508
Front Row Advisors
California
$24K – – –
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$24K – – –
Global Retirement Partners
510
Global Retirement Partners
California
$24K +$10.4K +165 +71%
SSB
511
Sandy Spring Bank
Maryland
$23K -$4.71K -75 -16%
CFD
512
Creative Financial Designs
Indiana
$23K – – –
KFI
513
Key Financial Inc
Pennsylvania
$23K – – –
PWMG
514
Prestige Wealth Management Group
New Jersey
$23K – – –
HGERS
515
Householder Group Estate & Retirement Specialist
Arizona
$23K +$26.1K +416 New
RTC
516
Riverview Trust Company
Washington
$22K +$9.18K +146 +63%
Quadrant Capital Group
517
Quadrant Capital Group
Ohio
$21K -$8.36K -133 -27%
Exchange Traded Concepts
518
Exchange Traded Concepts
Oklahoma
$21K -$3.27K -52 -12%
CBT
519
Central Bank & Trust
Kentucky
$21K – – –
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
PVH
521
Psagot Value Holdings
Israel
$21K +$22.6K +360 New
Central Trust Company
522
Central Trust Company
Missouri
$20K +$126 +2 +0.6%
First Manhattan
523
First Manhattan
New York
$19K -$189 -3 -0.9%
JWA
524
JFS Wealth Advisors
Pennsylvania
$19K +$817 +13 +4%
National Bank of Canada
525
National Bank of Canada
Quebec, Canada
$18K -$9.43K -150 -32%