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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$36K
RFA
852
Reilly Financial Advisors
California
$31K
CHP
853
Cable Hill Partners
Oregon
$30K -$619 -3 -2%
WIM
854
Westside Investment Management
California
$28.7K
LWA
855
Lenox Wealth Advisors
New York
$28K +$6.4K +31 +28%
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$27K
EARNEST Partners
857
EARNEST Partners
Georgia
$25K
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
APP
859
Avantax Planning Partners
Iowa
$25K +$26.8K +130 New
AIM
860
Advantage Investment Management
Iowa
$24K
BAM
861
Barrett Asset Management
New York
$24K
VFA
862
Valeo Financial Advisors
Indiana
$23K -$2.27K -11 -8%
FHA
863
First Horizon Advisors
Tennessee
$23K +$3.71K +18 +18%
FDCDDQ
864
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7K -$4.54K -22 -16%
CB
865
CNB Bank
Pennsylvania
$22K
NSB
866
Norway Savings Bank
Maine
$20K +$20.6K +100 New
M
867
MOTCO
Texas
$19K
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$19K +$1.86K +9 +10%
CT
869
Clearstead Trust
Maine
$18K
MFW
870
Mosaic Family Wealth
Missouri
$18K
TG
871
TLP Group
Illinois
$17K -$45.2K -219 -72%
OWA
872
One Wealth Advisors
California
$17K
EAM
873
Exane Asset Management
France
$16.6K +$17.5K +85 New
LA
874
Legacy Advisors
Pennsylvania
$15K
LFA
875
Legacy Financial Advisors
Kentucky
$15K