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Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1001
Gill Capital Partners
Colorado
$295K +$1.05K +4 +0.3%
FDCC
1002
Foster Dykema Cabot & Co
Massachusetts
$295K
WBC
1003
Westpac Banking Corp
Australia
$294K -$3.72M -14,167 -92%
FCFC
1004
First Citizens Financial Corp
Iowa
$294K +$309K +1,179 New
SF
1005
Symphony Financial
Texas
$294K -$721K -2,747 -70%
HVIA
1006
Hudson Valley Investment Advisors
New York
$292K
RCAG
1007
Rehmann Capital Advisory Group
Michigan
$292K +$525 +2 +0.2%
MAM
1008
Madison Asset Management
Wisconsin
$292K -$33.8K -129 -10%
CYG
1009
Clean Yield Group
Vermont
$291K
KI
1010
Kapitalo Investimentos
Brazil
$289K +$304K +1,158 New
KA
1011
Kintegral Advisory
New York
$287K
CWP
1012
CFM Wealth Partners
Texas
$287K
TNA
1013
True North Advisors
Texas
$285K -$525 -2 -0.2%
PI
1014
PFS Investments
Georgia
$283K +$2.88K +11 +1%
AWM
1015
Accurate Wealth Management
Florida
$281K +$19.4K +74 +7%
SFS
1016
Strategic Financial Services
New York
$281K
FNB
1017
Farmers National Bank
Kentucky
$280K
RPCA
1018
Running Point Capital Advisors
California
$280K +$4.2K +16 +1%
SBH
1019
Segall Bryant & Hamill
Illinois
$280K +$26.2K +100 +10%
THWM
1020
Taylor Hoffman Wealth Management
Virginia
$277K
MKA
1021
M. Kulyk & Associates
Georgia
$277K
AWMG
1022
Alliance Wealth Management Group
New Jersey
$275K
FCCM
1023
First City Capital Management
Georgia
$275K
TCM
1024
Towercrest Capital Management
Pennsylvania
$275K
UM
1025
UniSuper Management
Australia
$275K +$289K +1,100 New