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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
$35K
IFAM
827
Institutional & Family Asset Management
Colorado
$34K +$32.9K +178 New
MOS
828
MGO One Seven
Ohio
$31K -$369 -2 -1%
AIM
829
Advantage Investment Management
Iowa
$31K
CHP
830
Cable Hill Partners
Oregon
$30K -$6.46K -35 -18%
RFA
831
Reilly Financial Advisors
California
$30K +$29.3K +159 New
CCM
832
Covington Capital Management
California
$27K
VIA
833
Vantage Investment Advisors
Pennsylvania
$27K
FCAG
834
First Capital Advisors Group
New Jersey
$27K +$26.2K +142 New
VFA
835
Valeo Financial Advisors
Indiana
$26K
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$25K
FDCDDQ
837
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3K
BAM
838
Barrett Asset Management
New York
$24K
EARNEST Partners
839
EARNEST Partners
Georgia
$24K
EFSCE
840
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$4.61K +25 +24%
RWP
841
RWA Wealth Partners
Massachusetts
$24K +$23.6K +128 New
CB
842
CNB Bank
Pennsylvania
$21K
WEC
843
Winslow Evans & Crocker
Massachusetts
$19.1K -$13.3K -72 -42%
PW
844
Price Wealth
Texas
$19K -$18.6K -101 -50%
FHA
845
First Horizon Advisors
Tennessee
$19K
MFW
846
Mosaic Family Wealth
Missouri
$19K
M
847
MOTCO
Texas
$19K
QAM
848
QCI Asset Management
New York
$19K
GFP
849
Gryphon Financial Partners
Ohio
$18K
AP
850
Advisors Preferred
Maryland
$16K -$2.95K -16 -16%