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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1601
Cornell Pochily Investment Advisors
New York
$365K +$45.7K +220 +15%
MSA
1602
Marino Stram & Associates
Massachusetts
$362K -$8.52K -41 -2%
AF
1603
Advisornet Financial
Minnesota
$362K -$8.52K -41 -2%
QT
1604
Quantamental Technologies
New York
$360K +$354K +1,706 New
RFA
1605
RTD Financial Advisors
Pennsylvania
$359K +$51.1K +246 +17%
WW
1606
Waterfront Wealth
Kansas
$357K – – –
PCM
1607
Presidio Capital Management
California
$356K -$11K -53 -3%
WC
1608
Woodstock Corp
Massachusetts
$356K -$62.3K -300 -15%
BEW
1609
Burton Enright Welch
California
$354K – – –
GCA
1610
Gradient Capital Advisors
California
$354K – – –
BSA
1611
Bull Street Advisors
Georgia
$353K -$7.27K -35 -2%
QCIG
1612
Quad-Cities Investment Group
Iowa
$353K – – –
UF
1613
Univest Financial
Pennsylvania
$352K -$19.5K -94 -5%
BWM
1614
Benchmark Wealth Management
Connecticut
$352K – – –
XS
1615
XR Securities
Illinois
$351K -$1.18M -5,687 -77%
KP
1616
Keel Point
Alabama
$351K -$2.7K -13 -0.8%
PCM
1617
Pointe Capital Management
Michigan
$349K -$19.5K -94 -5%
DAM
1618
Deltec Asset Management
New York
$348K -$62.3K -300 -15%
TA
1619
TrueWealth Advisors
Alabama
$348K – – –
ACM
1620
AlphaStar Capital Management
North Carolina
$347K -$50.5K -243 -13%
WA
1621
Wealth Alliance
New York
$347K -$30.5K -147 -8%
FTWA
1622
Fifth Third Wealth Advisors
Ohio
$346K +$341K +1,640 New
RFA
1623
Register Financial Advisors
Georgia
$346K +$208 +1 +0.1%
ISB
1624
Iowa State Bank
Iowa
$344K -$5.19K -25 -2%
LCM
1625
LCM Capital Management
Illinois
$344K – – –