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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
3526
Northwest Quadrant Wealth Management
Oregon
$2.77M -$40.7K -222 -1%
NC
3527
NinePointTwo Capital
California
$2.77M – – –
FAM
3528
Fenimore Asset Management
New York
$2.76M -$81.4K -444 -3%
AFS
3529
Aft Forsyth & Sober
Florida
$2.76M – – –
HWP
3530
Heritage Wealth Partners
Ohio
$2.75M +$356K +1,942 +14%
IDBONY
3531
Israel Discount Bank of New York
New York
$2.75M -$18.7K -102 -0.6%
CFO
3532
Collective Family Office
Pennsylvania
$2.75M -$20.7K -113 -0.7%
CWMGP
3533
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.75M +$16.7K +91 +0.6%
NSG
3534
Nalls Sherbakoff Group
Tennessee
$2.75M -$17.8K -97 -0.6%
SIM
3535
SSI Investment Management
California
$2.74M -$38.5K -210 -1%
GM
3536
GeoWealth Management
Illinois
$2.74M +$304K +1,657 +12%
DVF
3537
Discovery Value Fund
Singapore
$2.74M – – –
GAA
3538
Green Alpha Advisors
Colorado
$2.74M -$132K -720 -4%
BFA
3539
Buttonwood Financial Advisors
Maryland
$2.74M +$155K +843 +6%
CFO
3540
Custos Family Office
Texas
$2.73M -$33.2K -181 -1%
SWM
3541
Sendero Wealth Management
Texas
$2.73M -$110K -600 -4%
PIM
3542
Parker Investment Management
California
$2.73M -$481K -2,625 -14%
M
3543
MYeCFO
California
$2.72M +$64.4K +351 +2%
CFS
3544
CGC Financial Services
Oregon
$2.72M -$267K -1,457 -8%
RB
3545
Renasant Bank
Mississippi
$2.72M +$38.5K +210 +1%
DSA
3546
Droms Strauss Advisors
Missouri
$2.72M +$12.8K +70 +0.4%
EHAM
3547
Eagle Harbor Asset Management
Washington
$2.72M -$34.8K -190 -1%
CP
3548
Covenant Partners
Tennessee
$2.71M – – –
PIA
3549
Pinion Investment Advisors
Kansas
$2.7M +$45.1K +246 +2%
JF
3550
Jump Financial
Illinois
$2.7M -$11.5M -62,930 -80%
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