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Name Holding Trade Value Shares
Change
Change in
Stake
Birch Hill Investment Advisors
976
Birch Hill Investment Advisors
Massachusetts
$315K -$47K -200 -14%
Curi RMB Capital
977
Curi RMB Capital
Illinois
$311K – – –
HAFS
978
Hapanowicz & Associates Financial Services
Pennsylvania
$305K – – –
PCS
979
Personal CFO Solutions
New Jersey
$303K +$2.35K +10 +0.8%
KWM
980
KFG Wealth Management
Indiana
$303K +$276K +1,175 New
FDCC
981
Foster Dykema Cabot & Co
Massachusetts
$301K – – –
FCCM
982
First City Capital Management
Georgia
$300K – – –
GCP
983
Gill Capital Partners
Colorado
$300K +$1.18K +5 +0.4%
HVIA
984
Hudson Valley Investment Advisors
New York
$298K – – –
RCAG
985
Rehmann Capital Advisory Group
Michigan
$297K +$940 +4 +0.3%
CYG
986
Clean Yield Group
Vermont
$297K – – –
HIA
987
Harbor Investment Advisory
Maryland
$296K -$17.6K -75 -6%
Arkadios Wealth Advisors
988
Arkadios Wealth Advisors
Georgia
$294K +$1.88K +8 +0.7%
SWA
989
Stratos Wealth Advisors
Ohio
$293K +$24.7K +105 +10%
VWA
990
V Wealth Advisors
Kansas
$293K +$9.4K +40 +4%
DWP
991
Destiny Wealth Partners
Florida
$293K -$52.9K -225 -16%
KA
992
Kintegral Advisory
New York
$292K -$14.6K -62 -5%
LFA
993
LGT Financial Advisors
Texas
$292K – – –
CWP
994
CFM Wealth Partners
Texas
$292K – – –
PFS Investments
995
PFS Investments
Georgia
$292K -$8.22K -35 -3%
CFD
996
Creative Financial Designs
Indiana
$292K +$35.9K +153 +15%
TNA
997
True North Advisors
Texas
$291K +$705 +3 +0.3%
FC
998
Financial Consulate
Maryland
$291K -$94.7K -403 -26%
WA
999
Wealth Alliance
New York
$287K -$48.4K -206 -15%
AA
1000
AlphaCentric Advisors
Puerto Rico
$287K -$3.76K -16 -1%