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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
726
Financial Gravity Companies
Texas
$555K +$597K +2,861 New
CC
727
Cedar Capital
Illinois
$553K +$62K +297 +11%
UBG
728
United Bank (Georgia)
Georgia
$549K +$604K +2,893 New
SP
729
Symmetry Partners
Connecticut
$547K +$601K +2,881 New
RG
730
Rikoon Group
New Mexico
$543K +$54.4K +261 +10%
JGGDR
731
JGP Global Gestao de Recursos
Brazil
$541K +$595K +2,850 New
GIM
732
Groesbeck Investment Management
New Jersey
$537K +$590K +2,827 New
CCP
733
Corient Capital Partners
California
$536K +$589K +2,822 New
PWM
734
Paulson Wealth Management
Illinois
$535K -$1.04K -5 -0.2%
FNBOMD
735
First National Bank of Mount Dora
Florida
$535K +$587K +2,813 New
LYV
736
Live Your Vision
Pennsylvania
$533K +$325K +1,556 +132%
BJL
737
Brighton Jones LLC
Washington
$529K +$358K +1,714 +160%
KB
738
Kimelman & Baird
New York
$525K +$576K +2,763 New
RIM
739
Regent Investment Management
Kentucky
$523K +$575K +2,755 New
SBIA
740
Sheaff Brock Investment Advisors
Indiana
$516K -$26.5K -127 -4%
TFS
741
Thoroughbred Financial Services
Tennessee
$516K +$567K +2,717 New
FPA
742
First Pacific Advisors
California
$513K +$563K +2,700 New
LW
743
Linscomb Wealth
Texas
$508K +$558K +2,677 New
CYG
744
Clean Yield Group
Vermont
$506K +$212K +1,016 +62%
II
745
Inspire Investing
Idaho
$506K +$556K +2,666 New
FWM
746
Focused Wealth Management
New York
$505K +$177K +850 +47%
KIA
747
KCM Investment Advisors
California
$504K +$139K +667 +34%
PT
748
Plimoth Trust
Massachusetts
$500K -$28.8K -138 -5%
OWD
749
Osborn Williams & Donohoe
Ohio
$500K +$549K +2,630 New
DDC
750
DF Dent & Co
Maryland
$498K +$547K +2,624 New