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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1501
Kelleher Financial Advisors
New York
$208K +$192K +1,495 New
BFA
1502
Beaumont Financial Advisors
Massachusetts
$206K +$192K +1,493 New
GC
1503
Gibson Capital
Pennsylvania
$205K +$190K +1,483 New
DWM
1504
Dorchester Wealth Management
Quebec, Canada
$204K -$15.4K -120 -8%
11A
1505
10-15 Associates
New York
$204K +$188K +1,465 New
FPCM
1506
Financial Partners Capital Management
New York
$204K +$188K +1,465 New
WCM
1507
Wallace Capital Management
Texas
$204K +$188K +1,465 New
AP
1508
Atwood & Palmer
Missouri
$202K -$46.1K -359 -20%
CGL
1509
Clarius Group LLC
Washington
$202K +$187K +1,454 New
AssetMark Inc
1510
AssetMark Inc
California
$200K -$295K -2,294 -61%
BC
1511
Blackhill Capital
New Jersey
$200K
ARMC
1512
American Research & Management Company
Massachusetts
$198K -$3.85K -30 -2%
QT
1513
Quantbot Technologies
New York
$198K +$183K +1,424 New
AF
1514
Allworth Financial
California
$191K -$4.62K -36 -3%
KPCM
1515
Kings Point Capital Management
New York
$182K -$31.6K -246 -16%
HIIFS
1516
Harel Insurance Investments & Financial Services
Israel
$182K +$29.3K +228 +21%
TCM
1517
Tradewinds Capital Management
Washington
$175K -$16.2K -126 -9%
MMG
1518
Monetary Management Group
Missouri
$175K
VCM
1519
Vigilant Capital Management
Maine
$172K
ACM
1520
Argentus Capital Management
Texas
$171K -$60.2K -469 -28%
HPBT
1521
High Point Bank & Trust
North Carolina
$170K -$30.8K -240 -16%
NO
1522
Ninety One
South Africa
$164K
SWA
1523
Sutton Wealth Advisors
Florida
$161K +$149K +1,158 New
FMT
1524
First Mercantile Trust
Tennessee
$154K
QAM
1525
QCI Asset Management
New York
$154K +$43.8K +341 +45%