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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1301
Quest Investment Management
Oregon
$40.4M -$2.63M -9,786 -6%
HA
1302
Harbor Advisors
Florida
$40.3M – – –
KWMG
1303
King Wealth Management Group
Florida
$40.3M +$3.85M +14,350 +11%
CA
1304
Continuum Advisory
Idaho
$40.1M +$589K +2,193 +2%
JAG
1305
Journey Advisory Group
Kentucky
$40.1M -$1.46M -5,446 -4%
SWP
1306
Strategic Wealth Partners
Ohio
$40.1M -$1.61M -5,993 -4%
FNFDCM
1307
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$40.1M -$224K -834 -0.6%
MA
1308
MJP Associates
Connecticut
$40.1M +$813K +3,030 +2%
HIM
1309
Hillsdale Investment Management
Ontario, Canada
$40.1M +$1.96M +7,308 +5%
APP
1310
Avantax Planning Partners
Iowa
$40M -$292K -1,089 -0.7%
MFG
1311
Magnus Financial Group
New York
$40M +$2.31M +8,599 +6%
GCA
1312
Greenwood Capital Associates
South Carolina
$40M +$118K +441 +0.3%
MAA
1313
Matrix Asset Advisors
New York
$39.9M -$469K -1,747 -1%
FG
1314
Foster Group
Iowa
$39.8M +$288K +1,073 +0.7%
SCA
1315
Sage Capital Advisors
South Dakota
$39.7M -$35.2K -131 -0.1%
RCP
1316
Rothschild Capital Partners
New York
$39.7M -$1.78M -6,635 -4%
FWI
1317
Facet Wealth Inc
Maryland
$39.6M +$5.47M +20,374 +15%
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$39.5M -$154K -572 -0.4%
SFG
1319
SageGuard Financial Group
Tennessee
$39.4M +$38.9M +145,017 New
SMC
1320
Smith, Moore & Co
Missouri
$39.4M -$2.15M -8,009 -5%
CFA
1321
Capstone Financial Advisors
Illinois
$39.4M -$1.45M -5,384 -4%
WPA
1322
Winning Points Advisors
Florida
$39.4M +$43.2M +160,788 New
LCM
1323
Leisure Capital Management
California
$39.4M -$91.3K -340 -0.2%
JA
1324
JLB & Associates
Michigan
$39.3M -$603K -2,245 -2%
LPAM
1325
Lodestar Private Asset Management
California
$39.2M -$616K -2,293 -2%
51 52
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