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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
951
Strategic Financial Services
New York
$288K – – –
HIA
952
Harbor Investment Advisory
Maryland
$287K +$231 +1 +0.1%
MPW
953
MGO Private Wealth
California
$285K – – –
CRC
954
Curi RMB Capital
Illinois
$283K +$282K +1,224 New
KA
955
Kintegral Advisory
New York
$280K +$279K +1,211 New
MIM
956
MTM Investment Management
South Carolina
$280K +$1.15K +5 +0.4%
CI
957
CX Institutional
Indiana
$280K +$47.5K +206 +21%
HAFS
958
Hapanowicz & Associates Financial Services
Pennsylvania
$278K – – –
FDCC
959
Foster Dykema Cabot & Co
Massachusetts
$274K -$24.2K -105 -8%
PCS
960
Personal CFO Solutions
New Jersey
$274K +$273K +1,182 New
FCFC
961
First Citizens Financial Corp
Iowa
$273K – – –
AWA
962
Arete Wealth Advisors
Illinois
$273K +$48.2K +209 +22%
GCP
963
Gill Capital Partners
Colorado
$272K +$271K +1,174 New
HVIA
964
Hudson Valley Investment Advisors
New York
$271K – – –
SRC
965
Shufro Rose & Co
New York
$270K +$12.2K +53 +5%
CYG
966
Clean Yield Group
Vermont
$270K +$15.2K +66 +6%
MSWM
967
McGlone Suttner Wealth Management
Wisconsin
$269K +$268K +1,162 New
RCAG
968
Rehmann Capital Advisory Group
Michigan
$269K +$461 +2 +0.2%
PI
969
PFS Investments
Georgia
$268K +$10.6K +46 +4%
AAS
970
Ameritas Advisory Services
Nebraska
$267K +$266K +1,153 New
NMG
971
New Millennium Group
Utah
$267K +$231 +1 +0.1%
VWM
972
Valley Wealth Managers
New Jersey
$266K -$43.3K -188 -14%
GWM
973
Graybill Wealth Management
Illinois
$266K – – –
LFA
974
LGT Financial Advisors
Texas
$266K +$265K +1,148 New
AWA
975
Arkadios Wealth Advisors
Georgia
$266K +$19.6K +85 +8%