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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1276
Pathway Financial Advisors
Vermont
$284K
MRCM
1277
M&R Capital Management
New Jersey
$284K +$157K +1,000 +133%
GDP
1278
Great Diamond Partners
Maine
$284K +$274K +1,747 New
CRCM
1279
Corbett Road Capital Management
Virginia
$283K +$273K +1,741 New
CMI
1280
Clare Market Investments
Texas
$283K -$30.6K -195 -10%
CIP
1281
Convergence Investment Partners
Florida
$279K -$1.72K -11 -0.6%
EWA
1282
Exencial Wealth Advisors
Oklahoma
$278K -$79.2K -505 -23%
SIA
1283
Starfire Investment Advisers
Michigan
$278K
CWM
1284
Circle Wealth Management
New Jersey
$276K -$16.6K -106 -6%
CPA
1285
Clear Perspective Advisors
Illinois
$275K -$5.96K -38 -2%
RPWA
1286
Regent Peak Wealth Advisors
Georgia
$275K +$265K +1,691 New
FSA
1287
Fort Sheridan Advisors
Illinois
$274K +$34.3K +219 +15%
JCM
1288
Jacobi Capital Management
Pennsylvania
$270K -$3.92K -25 -1%
EA
1289
Emerald Advisers
Pennsylvania
$270K
MCCP
1290
Mission Creek Capital Partners
California
$270K +$260K +1,661 New
MG
1291
Mather Group
Illinois
$270K +$261K +1,662 New
Pacer Advisors
1292
Pacer Advisors
Pennsylvania
$269K -$14.5M -92,487 -98%
PTP
1293
Platform Technology Partners
New York
$269K +$259K +1,653 New
KPW
1294
Kore Private Wealth
New York
$269K +$259K +1,654 New
PA
1295
Parkside Advisors
California
$268K
SIAS
1296
Shine Investment Advisory Services
Colorado
$267K -$42.6K -272 -14%
AIM
1297
Aurora Investment Managers
Florida
$267K +$258K +1,644 New
GJIC
1298
Gamble Jones Investment Counsel
California
$266K +$256K +1,635 New
HWA
1299
Heritage Wealth Advisors
Virginia
$265K +$3.13K +20 +1%
WRM
1300
Weybosset Research & Management
Rhode Island
$264K +$255K +1,625 New