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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$27K – – –
Carson Wealth (CWM LLC)
702
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
RBC
703
Roble Belko & Company
Pennsylvania
$25K +$23.3K +206 +4,120%
CCMW
704
Cypress Capital Management (Wyoming)
Wyoming
$24.1K – – –
BAM
705
Barrett Asset Management
New York
$24K – – –
KA
706
Klingman & Associates
New York
$24K – – –
LWA
707
Lenox Wealth Advisors
New York
$24K – – –
PO
708
Private Ocean
California
$24K – – –
VCM
709
Vigilant Capital Management
Maine
$24K – – –
QCG
710
Quadrant Capital Group
Ohio
$23K +$2.6K +23 +11%
CCM
711
Cribstone Capital Management
Maine
$23K +$22.4K +198 New
HIIFS
712
Harel Insurance Investments & Financial Services
Israel
$20K – – –
MFW
713
Mosaic Family Wealth
Missouri
$20K – – –
IWMPD
714
Integrated Wealth Management (Palm Desert)
California
$18K – – –
WTB
715
Washington Trust Bank
Washington
$18K – – –
WAS
716
Winch Advisory Services
Wisconsin
$18K – – –
BBHC
717
Brown Brothers Harriman & Co
New York
$18K +$8.83K +78 +101%
ECM
718
Exchange Capital Management
Michigan
$18K +$17.5K +155 New
FWM
719
Focused Wealth Management
New York
$17K – – –
ZB
720
Zions Bancorporation
Utah
$17K – – –
PG
721
Patten Group
Tennessee
$15K +$2.94K +26 +25%
AWM
722
Avior Wealth Management
Nebraska
$15K – – –
VIA
723
Vantage Investment Advisors
Pennsylvania
$15K – – –
DOA
724
D'Orazio & Associates
Virginia
$14K – – –
BFEC
725
Benjamin F. Edwards & Company
Missouri
$13K – – –