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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$25K – – –
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$25K +$1.35K +9 +6%
PA
528
Parallel Advisors
California
$22K – – –
TSW
529
Thompson Siegel & Walmsley
Virginia
$22K +$17.3K +115 +383%
GRP
530
Global Retirement Partners
California
$21K +$10.5K +70 +100%
GT
531
Greenleaf Trust
Michigan
$21K +$20.9K +139 New
SFG
532
SevenBridge Financial Group
Pennsylvania
$19K -$11.6K -77 -38%
DAM
533
Delta Asset Management
Tennessee
$19K – – –
GLI
534
Guardian Life Insurance
New York
$19K – – –
TG
535
TLP Group
Illinois
$18K +$18.6K +124 New
FHA
536
First Horizon Advisors
Tennessee
$18K +$19.1K +127 New
CB
537
Community Bank
New York
$17K +$17.3K +115 New
WT
538
Whittier Trust
California
$16K – – –
FPFS
539
First Personal Financial Services
North Carolina
$15K -$27.6K -184 -65%
WA
540
WealthTrust-Arizona
Arizona
$15K +$751 +5 +5%
SIAP
541
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$15K +100 +11%
GBT
542
Grove Bank & Trust
Florida
$13K – – –
PCFFS
543
Pacific Center for Financial Services
California
$12K – – –
VCM
544
Versant Capital Management
Arizona
$12K – – –
ZB
545
Zions Bancorporation
Utah
$12K +$11.7K +78 New
VIA
546
Vantage Investment Advisors
Pennsylvania
$9K – – –
CFG
547
Citizens Financial Group
Rhode Island
$8K -$37.3K -248 -83%
PFSC
548
Peoples Financial Services Corp
Pennsylvania
$7K – – –
WA
549
Winfield Associates
Ohio
$7K – – –
CTC
550
Central Trust Company
Missouri
$6K -$5.26K -35 -49%