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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
726
Sound Financial Strategies Group
Mississippi
$654K -$12.4K -71 -2%
GRP
727
Global Retirement Partners
California
$651K -$4.73K -27 -0.7%
FQ
728
First Quadrant
California
$648K
EP
729
Eudaimonia Partners
Tennessee
$646K +$341K +1,944 +109%
EP
730
EPIQ Partners
Minnesota
$644K +$130K +742 +25%
GIA
731
Guyasuta Investment Advisors
Pennsylvania
$634K -$45.8K -261 -7%
TCA
732
Transcend Capital Advisors
New Jersey
$631K +$591K +3,371 New
GCM
733
GoodHaven Capital Management
New Jersey
$629K -$1.09M -6,245 -63%
BPM
734
Bowling Portfolio Management
Ohio
$629K -$876 -5 -0.1%
BHA
735
Beech Hill Advisors
New York
$625K
CCM
736
Compton Capital Management
Rhode Island
$625K
AssetMark Inc
737
AssetMark Inc
California
$624K -$876 -5 -0.1%
CIM
738
CIM Investment Management
Pennsylvania
$623K -$3.86K -22 -0.6%
HL
739
HeadInvest LLC
Maine
$618K -$61.9K -353 -9%
BI
740
Ballast Inc
Kentucky
$614K +$18.9K +108 +3%
AFM
741
Abbot Financial Management
Massachusetts
$610K +$175 +1 +0%
BRWM
742
B. Riley Wealth Management
Tennessee
$599K +$18.1K +103 +3%
DP
743
Dearborn Partners
Illinois
$599K +$82.6K +471 +16%
CG
744
CFO4Life Group
Texas
$597K +$603K +3,439 New
FAB
745
First American Bank
Illinois
$594K
FBT
746
First Bankers Trust
Kentucky
$592K +$186K +1,059 +45%
APP
747
Alpha Paradigm Partners
Illinois
$592K +$598K +3,412 New
ATIA
748
American Trust Investment Advisors
New Hampshire
$587K
MCM
749
Murphy Capital Management
New Jersey
$584K +$35.1K +200 +6%
SWP
750
Stratos Wealth Partners
Ohio
$583K +$22.1K +126 +4%