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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
801
Signature Financial Management
Virginia
$255K
FA
802
FCG Advisors
New Jersey
$253K
LJAC
803
L.J. Altfest & Co
New York
$253K
QCMC
804
Quantum Capital Management (California)
California
$252K +$2.45K +17 +1%
JMFC
805
J.M. Forbes & Co
Massachusetts
$247K -$2.16K -15 -0.8%
H
806
HoyleCohen
California
$245K
PPCM
807
Pillar Pacific Capital Management
California
$244K -$1.15K -8 -0.5%
GIM
808
Groesbeck Investment Management
New Jersey
$239K
PAM
809
Peak Asset Management
Colorado
$236K
HCM
810
Hengehold Capital Management
Ohio
$236K +$1.44K +10 +0.6%
SWA
811
Sutton Wealth Advisors
Florida
$236K -$433 -3 -0.2%
RCAG
812
Rehmann Capital Advisory Group
Michigan
$227K -$46.2K -320 -17%
FMLI
813
Fukoku Mutual Life Insurance
Japan
$225K
LWAC
814
Laurel Wealth Advisors (California)
California
$224K -$2.45K -17 -1%
AssetMark Inc
815
AssetMark Inc
California
$222K -$13.3K -92 -5%
CCP
816
Corient Capital Partners
California
$222K +$228K +1,584 New
RA
817
Rational Advisors
New York
$219K -$53.9K -374 -19%
AJ
818
Ashburton (Jersey)
Jersey
$218K +$26K +180 +13%
CTC
819
Central Trust Company
Missouri
$217K
MGIA
820
Moneta Group Investment Advisors
Missouri
$216K +$213K +1,478 +2,309%
HSA
821
HBK Sorce Advisory
Pennsylvania
$214K -$54.2K -376 -20%
MFG
822
Monte Financial Group
Connecticut
$214K
BWP
823
Baldwin Wealth Partners
Massachusetts
$213K
FWP
824
FAS Wealth Partners
Kansas
$212K -$115K -800 -35%
CCA
825
Cobblestone Capital Advisors
New York
$212K