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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1726
Garrison Point Advisors
California
$884K -$8.37K -180 -1%
PFGIA
1727
Patriot Financial Group Insurance Agency
Massachusetts
$882K +$4.6K +99 +0.5%
HPWM
1728
Highland Private Wealth Management
Washington
$880K +$60.8K +1,308 +8%
NCM
1729
Neumann Capital Management
California
$877K
FI
1730
FormulaFolio Investments
Michigan
$875K -$24.1K -518 -3%
BMO
1731
Beck Mack & Oliver
New York
$873K -$18.6K -400 -2%
CGA
1732
Crescent Grove Advisors
Illinois
$871K +$65.2K +1,402 +8%
GG
1733
Gleason Group
Kentucky
$866K +$839K +18,052 New
CCM
1734
Cribstone Capital Management
Maine
$864K -$619K -13,316 -43%
CF
1735
Centaurus Financial
California
$864K +$112K +2,402 +15%
LCM
1736
Liberty Capital Management
Michigan
$860K
CL
1737
Choreo LLC
Illinois
$859K -$127K -2,736 -13%
PCG
1738
Private Capital Group
Connecticut
$858K -$426K -9,156 -34%
BCM
1739
Breiter Capital Management
Florida
$857K +$147K +3,158 +21%
APG
1740
Abacus Planning Group
South Carolina
$856K +$186K +3,999 +29%
Qube Research & Technologies (QRT)
1741
Qube Research & Technologies (QRT)
United Kingdom
$856K +$202K +4,356 +32%
CT
1742
Chicago Trust
Illinois
$855K +$15.5K +333 +2%
JWS
1743
Juncture Wealth Strategies
Arizona
$855K +$29.3K +630 +4%
OPS
1744
Orion Portfolio Solutions
Nebraska
$855K +$829K +17,827 New
CC
1745
Capital Counsel
New York
$854K
KTC
1746
Kistler-Tiffany Companies
Pennsylvania
$851K +$2.09K +45 +0.3%
CF
1747
Copperwynd Financial
Arizona
$851K +$99K +2,131 +14%
OFG
1748
OmniStar Financial Group
North Carolina
$848K -$167K -3,588 -17%
SLT
1749
St Louis Trust
Missouri
$848K
AA
1750
Argent Advisors
Louisiana
$845K +$818K +17,606 New