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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1501
Quantum Financial Advisors
California
$32.2M +$9.57M +35,646 +43%
KLWA
1502
Kelly Lawrence W & Associates
California
$32.2M -$29.5K -110 -0.1%
DA
1503
Denali Advisors
California
$32.2M -$179K -666 -0.6%
WSCM
1504
Wellington Shields Capital Management
New York
$32.1M -$570K -2,125 -2%
SIC
1505
Sigma Investment Counselors
Michigan
$32M -$586K -2,183 -2%
BMO
1506
Beck Mack & Oliver
New York
$31.9M +$1.77M +6,580 +6%
JJBC
1507
James J. Burns & Company
New York
$31.9M +$596K +2,221 +2%
CNBT
1508
Canandaigua National Bank & Trust
New York
$31.9M -$1.69M -6,277 -5%
SF
1509
Seek First
California
$31.9M +$325K +1,210 +1%
MIG
1510
McGuire Investment Group
Rhode Island
$31.8M +$374K +1,394 +1%
FWTB
1511
First Western Trust Bank
Colorado
$31.8M +$692K +2,578 +2%
LWM
1512
Liberty Wealth Management
California
$31.8M +$1.52M +5,660 +5%
CIA
1513
Covington Investment Advisors
Pennsylvania
$31.8M -$4.94M -18,413 -14%
TCA
1514
Trifecta Capital Advisors
Illinois
$31.7M +$128K +475 +0.4%
BWP
1515
Barlow Wealth Partners
Kentucky
$31.7M +$278K +1,035 +0.9%
JSC
1516
Jackson Square Capital
California
$31.7M +$318K +1,184 +1%
PL
1517
Plancorp LLC
Missouri
$31.6M -$745K -2,777 -2%
BIG
1518
Brookwood Investment Group
Arizona
$31.6M +$1.6M +5,943 +5%
MGWM
1519
Marks Group Wealth Management
Minnesota
$31.6M +$1.81M +6,747 +6%
RAS
1520
RPS Advisory Solutions
Kentucky
$31.5M -$634K -2,363 -2%
PAM
1521
Peak Asset Management
Colorado
$31.5M -$465K -1,731 -1%
SSWM
1522
Strait & Sound Wealth Management
California
$31.5M +$2.79M +10,391 +10%
PDL
1523
Portfolio Design Labs
California
$31.5M +$244K +909 +0.8%
NHT
1524
New Hampshire Trust
New Hampshire
$31.5M -$1.13M -4,211 -4%
FMTC
1525
Farmers & Merchants Trust Company
California
$31.5M -$2.79M -10,380 -8%