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Name Holding Trade Value Shares
Change
Change in
Stake
GAMA
1726
Graticule Asia Macro Advisors
New York
$237K
PM
1727
Penbrook Management
New York
$237K +$10.2K +73 +4%
WBG
1728
Wharton Business Group
Pennsylvania
$236K -$2.23K -16 -0.9%
GI
1729
Glovista Investments
New Jersey
$236K
FCFC
1730
First Commonwealth Financial Corp
Pennsylvania
$236K +$4.18K +30 +2%
CWM
1731
Confluence Wealth Management
Oregon
$236K +$7.39K +53 +3%
RGC
1732
Roberts, Glore & Co
Illinois
$234K -$10.9K -78 -4%
CF
1733
Corrigan Financial
Rhode Island
$233K +$1.12K +8 +0.5%
PP
1734
Pegasus Partners
Wisconsin
$232K -$49.4K -354 -17%
FGP
1735
Foyston, Gordon, & Payne
Ontario, Canada
$232K
VCP
1736
Vista Capital Partners
Oregon
$232K +$697 +5 +0.3%
SCM
1737
Stordahl Capital Management
Colorado
$231K
HPIA
1738
Hamilton Point Investment Advisors
North Carolina
$230K
KJWM
1739
Kiley Juergens Wealth Management
Washington
$230K +$241K +1,728 New
ATFA
1740
All Terrain Financial Advisors
Minnesota
$229K -$27.5K -197 -10%
NP
1741
NS Partners
United Kingdom
$227K
MA
1742
MCF Advisors
Kentucky
$226K -$20.9K -150 -8%
RIM
1743
Redwood Investment Management
Arizona
$226K +$24.5K +176 +12%
VWA
1744
V Wealth Advisors
Kansas
$225K -$6K -43 -3%
WAM
1745
Winslow Asset Management
Ohio
$224K -$29.1K -209 -11%
GAM
1746
Gould Asset Management
California
$224K -$10.2K -73 -4%
PFG
1747
Piershale Financial Group
Illinois
$224K
TWMP
1748
Taylor Wealth Management Partners
Massachusetts
$224K
TIM
1749
Total Investment Management
Arizona
$224K +$2.51K +18 +1%
SI
1750
Sensato Investors
California
$224K +$233K +1,674 New