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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Drive Wealth Management
Utah
$975K +$45.2K +597 +5%
VI
727
Vestcor Inc
New Brunswick, Canada
$973K – – –
FCBT
728
First Citizens Bank & Trust
North Carolina
$966K +$4.47K +59 +0.5%
FFO
729
Fiduciary Family Office
Florida
$964K +$46.9K +620 +6%
EHAM
730
Eagle Harbor Asset Management
Washington
$962K -$70.1K -926 -7%
CC
731
Constitution Capital
Connecticut
$958K -$37.9K -500 -4%
HSA
732
HBK Sorce Advisory
Pennsylvania
$952K +$22.3K +294 +3%
GBT
733
Grove Bank & Trust
Florida
$950K +$146K +1,932 +20%
EF
734
Exeter Financial
Arizona
$947K -$28.2K -372 -3%
HAIM
735
Hunter Associates Investment Management
Pennsylvania
$946K +$206K +2,722 +32%
AA
736
Advisory Alpha
Michigan
$942K +$374K +4,947 +78%
CPCPP
737
Canada Post Corporation Pension Plan
Canada
$941K – – –
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$940K -$630K -8,316 -43%
KWA
739
Kingswood Wealth Advisors
California
$937K +$15.6K +206 +2%
VCM
740
Vision Capital Management
Oregon
$932K -$12.1K -160 -1%
SFG
741
SNS Financial Group
Minnesota
$930K -$77.1K -1,019 -8%
TCIIS
742
TIAA-CREF Individual & Institutional Services
New York
$929K -$71.2K -940 -8%
AOI
743
Auto-Owners Insurance
Michigan
$928K – – –
PIM
744
Plato Investment Management
Australia
$920K – – –
VA
745
VestGen Advisors
Illinois
$915K +$63.9K +844 +8%
PA
746
Persium Advisors
Georgia
$909K +$131K +1,735 +19%
CCM
747
Coldstream Capital Management
Washington
$909K -$1.69M -22,290 -67%
CMF
748
Counterpoint Mutual Funds
California
$908K +$303K +4,005 +58%
FIA
749
Foundations Investment Advisors
Arizona
$908K +$51.5K +680 +7%
RBI
750
Raiffeisen Bank International
Austria
$907K -$19.2M -253,095 -96%