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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$48K -$2.86K -12 -6%
NSIM
752
North Star Investment Management
Illinois
$48K
GRP
753
Global Retirement Partners
California
$48K +$72.4K +304 New
WIM
754
Westside Investment Management
California
$47.8K
C
755
Covestor
United Kingdom
$44K +$5.72K +24 +15%
CCM
756
Covington Capital Management
California
$42K
JGIA
757
Jackson Grant Investment Advisers
Connecticut
$42K +$41.5K +174 New
Cohen & Steers
758
Cohen & Steers
New York
$41K +$5K +21 +14%
CI
759
Carroll Investors
South Carolina
$39K
SWA
760
Sutton Wealth Advisors
Florida
$38.8K
FHA
761
First Horizon Advisors
Tennessee
$38K -$147K -618 -80%
S
762
Surevest
California
$38K
LWP
763
Lumature Wealth Partners
Georgia
$36K -$730K -3,062 -95%
HCM
764
Highlander Capital Management
New Jersey
$36K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$36K +$2.86K +12 +9%
FPS
766
Fieldpoint Private Securities
Connecticut
$36K +$35.7K +150 New
VCM
767
Vigilant Capital Management
Maine
$36K +$35.7K +150 New
KFS
768
Kelly Financial Services
Massachusetts
$35.4K -$4.05K -17 -10%
LC
769
Lindbrook Capital
California
$35K -$5K -21 -13%
BFEC
770
Benjamin F. Edwards & Company
Missouri
$35K -$477 -2 -1%
WOC
771
West Oak Capital
California
$34K
BFC
772
Bedel Financial Consulting
Indiana
$33K
CCA
773
Catalyst Capital Advisors
New York
$32K +$6.43K +27 +25%
MAM
774
Meeder Asset Management
Ohio
$31K +$2.86K +12 +10%
SIM
775
Sentry Investment Management
Wisconsin
$31K +$30.7K +129 New