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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
676
Rehmann Capital Advisory Group
Michigan
$260K +$8.38K +279 +3%
GFG
677
Goldstone Financial Group
Illinois
$259K +$4.84K +161 +2%
HCM
678
Howland Capital Management
Massachusetts
$258K -$72.1K -2,400 -22%
FDCDDQ
679
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$15.2K -507 -5%
RPCONE
680
Retirement Planning Company of New England
Rhode Island
$258K +$62K +2,064 +31%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$257K -$80.9K -2,693 -24%
CMMS
682
Comprehensive Money Management Services
Florida
$257K +$261K +8,690 New
FAIM
683
Financial Advocates Investment Management
Washington
$256K -$16.5K -550 -6%
AG
684
AlTi Global
New York
$255K +$511 +17 +0.2%
WWWM
685
White Wing Wealth Management
Texas
$252K -$146K -4,866 -36%
AAMC
686
Asset Allocation & Management Company
Illinois
$248K -$108K -3,600 -30%
SCP
687
Sivia Capital Partners
California
$247K -$16.8K -559 -6%
CD
688
Chapin Davis
Maryland
$247K
SIC
689
Sigma Investment Counselors
Michigan
$246K
MWM
690
Modera Wealth Management
New Jersey
$246K -$6.91K -230 -3%
SCM
691
Schnieders Capital Management
California
$245K +$45.1K +1,500 +22%
WC
692
Woodstock Corp
Massachusetts
$245K
OFG
693
Oxford Financial Group
Indiana
$245K
CT
694
Caldwell Trust
Florida
$244K
RA
695
RFG Advisory
Alabama
$242K -$7.9K -263 -3%
HSA
696
HBK Sorce Advisory
Pennsylvania
$242K +$246K +8,199 New
NB
697
NBT Bank
New York
$241K -$1.05K -35 -0.4%
WIM
698
WealthPlan Investment Management
Nebraska
$241K +$2.55K +85 +1%
AQR Capital Management
699
AQR Capital Management
Connecticut
$241K +$45.6K +1,517 +23%
E3F
700
Eight 31 Financial
Texas
$240K +$2.22K +74 +0.9%