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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1601
Groesbeck Investment Management
New Jersey
$922K
SBF
1602
Sara-Bay Financial
Florida
$922K
SFM
1603
Signet Financial Management
New Jersey
$918K -$23.6K -228 -3%
AOI
1604
Auto-Owners Insurance
Michigan
$918K +$865K +8,358 New
FB
1605
First Bancorp
Maine
$917K -$113K -1,093 -12%
CG
1606
Cutler Group
California
$915K +$42.5K +410 +5%
AFM
1607
Abbot Financial Management
Massachusetts
$914K -$5.18K -50 -0.6%
KCFA
1608
Key Client Fiduciary Advisors
New Jersey
$912K +$860K +8,306 New
KA
1609
Klingman & Associates
New York
$912K -$132K -1,274 -13%
EBA
1610
Eagle Bay Advisors
New York
$911K -$148K -1,426 -15%
SIP
1611
Scott Investment Partners
United Kingdom
$911K
OA
1612
Oxbow Advisors
Texas
$906K
RIG
1613
RiverFront Investment Group
Virginia
$904K +$29.4K +284 +4%
RRC
1614
Relaxing Retirement Coach
Massachusetts
$900K
WCAMG
1615
Woodard & Company Asset Management Group
North Carolina
$899K
BWA
1616
BDO Wealth Advisors
Florida
$899K +$79.2K +765 +10%
AC
1617
Apella Capital
Connecticut
$899K -$35.4K -342 -4%
PA
1618
Procyon Advisors
Connecticut
$898K +$450K +4,343 +113%
TWI
1619
Thomas White International
Illinois
$898K
MFG
1620
Monte Financial Group
Connecticut
$892K +$72.5K +700 +9%
VEA
1621
Virtus ETF Advisers
New York
$892K +$206K +1,987 +32%
BMCM
1622
Burns Matteson Capital Management
New York
$891K -$177K -1,711 -17%
PIM
1623
Perpetual Investment Management
Australia
$889K
PWP
1624
Principle Wealth Partners
Connecticut
$887K +$1.24K +12 +0.1%
TIMH
1625
Tilt Investment Management Holdings
New York
$886K +$836K +8,072 New