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Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
Steph & Co
Wisconsin
$198K +$23.3K +254 +11%
BGC
877
Beutel, Goodman & Co
Ontario, Canada
$196K
CFFP
878
Center for Financial Planning
Michigan
$193K -$13.8K -150 -6%
VFA
879
Valeo Financial Advisors
Indiana
$190K +$51.5K +562 +31%
AAP
880
Arax Advisory Partners
Colorado
$185K -$412K -4,499 -65%
AssetMark Inc
881
AssetMark Inc
California
$185K +$14.3K +156 +7%
CFGS
882
Concourse Financial Group Securities
Alabama
$184K -$414K -4,521 -66%
JCM
883
Jacobi Capital Management
Pennsylvania
$184K +$12.7K +139 +6%
SIA
884
SeaBridge Investment Advisors
New Jersey
$167K
MRCM
885
M&R Capital Management
New Jersey
$165K -$76.1K -830 -28%
APA
886
American Portfolios Advisors
New York
$162K -$176K -1,915 -48%
PMFA
887
Plante Moran Financial Advisors
Michigan
$160K
FMT
888
First Mercantile Trust
Tennessee
$151K +$18.2K +198 +11%
CIA
889
CSat Investment Advisory
Michigan
$148K +$62.7K +684 +56%
BL
890
Balentine LLC
Georgia
$145K +$161K +1,760 +1,709%
CAN
891
Claraphi Advisory Network
United States
$144K +$170K +1,854 New
HDIM
892
Hanson & Doremus Investment Management
Vermont
$143K
PHK
893
Point72 Hong Kong
Hong Kong
$141K -$174K -1,899 -51%
HPC
894
HM Payson & Co
Maine
$139K -$60.3K -658 -27%
CCM
895
Covington Capital Management
California
$139K -$3.48K -38 -2%
OPS
896
Orion Portfolio Solutions
Nebraska
$136K -$198K -2,164 -55%
HR
897
Howe & Rusling
New York
$135K -$613K -6,683 -79%
HI
898
Hoey Investments
Pennsylvania
$132K -$1.05M -11,482 -87%
CBT
899
Capital Bank & Trust
California
$129K -$32.5K -355 -18%
BFM
900
Boston Financial Management
Massachusetts
$126K +$148K +1,619 New