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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1151
Register Financial Advisors
Georgia
$415K -$6.47K -30 -2%
VCAM
1152
Van Cleef Asset Management
Ohio
$413K -$21.6K -100 -5%
SFS
1153
Summit Financial Strategies
Ohio
$412K
CFG
1154
Carr Financial Group
Massachusetts
$411K -$48.1K -223 -10%
APM
1155
Advanced Portfolio Management
New York
$409K +$414K +1,920 New
NP
1156
NorthRock Partners
Minnesota
$409K +$65.8K +305 +19%
CI Investments Inc
1157
CI Investments Inc
Ontario, Canada
$407K +$173K +803 +73%
OA
1158
Oxbow Advisors
Texas
$405K -$43.1K -200 -10%
SP
1159
Saranac Partners
$405K
RWA
1160
Ropes Wealth Advisors
Massachusetts
$405K -$57.1K -265 -12%
GSEP
1161
Golden State Equity Partners
California
$404K +$25.4K +118 +7%
CB
1162
Community Bank
New York
$403K -$5.39K -25 -1%
TLCM
1163
Twin Lakes Capital Management
California
$402K
LHC
1164
Little House Capital
Massachusetts
$401K
SDIC
1165
South Dakota Investment Council
South Dakota
$400K -$43.1K -200 -10%
SIA
1166
Soltis Investment Advisors
Utah
$399K +$31.7K +147 +9%
KTA
1167
Keeley-Teton Advisors
Illinois
$398K
CC
1168
Courier Capital
New York
$396K
HPC
1169
HM Payson & Co
Maine
$395K -$10.8K -50 -3%
NSAM
1170
North Star Asset Management
Wisconsin
$394K +$31.5K +146 +9%
ST
1171
Spinnaker Trust
Maine
$392K
PCP
1172
Proficio Capital Partners
Massachusetts
$392K +$11K +51 +3%
SCG
1173
Sonata Capital Group
Washington
$391K
PCS
1174
Personal CFO Solutions
New Jersey
$391K -$8.41K -39 -2%
KP
1175
Keel Point
Alabama
$390K -$72.7K -337 -16%