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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1176
Credential Qtrade Securities
$318K +$154K +914 +110%
GIP
1177
Greatmark Investment Partners
Georgia
$313K – – –
LWA
1178
Lenox Wealth Advisors
New York
$311K +$4.04K +24 +1%
JCM
1179
Jag Capital Management
Missouri
$310K – – –
SIAS
1180
Shine Investment Advisory Services
Colorado
$310K +$124K +740 +77%
SAM
1181
Shikiar Asset Management
New York
$307K -$156K -925 -35%
QPWM
1182
Quadrant Private Wealth Management
Pennsylvania
$301K – – –
MCM
1183
MAI Capital Management
Ohio
$300K -$7.4K -44 -3%
BCM
1184
Brookstone Capital Management
Illinois
$300K +$276K +1,643 New
NGA
1185
Naples Global Advisors
Florida
$298K -$48.4K -288 -15%
PP
1186
PagnatoKarp Partners
Virginia
$298K +$275K +1,633 New
CIA
1187
Capital Investment Advisors
Georgia
$297K +$17K +101 +7%
AFA
1188
American Financial Advisors
Georgia
$295K +$272K +1,618 New
WAG
1189
Winthrop Advisory Group
Massachusetts
$294K +$269K +1,600 New
LF
1190
Lantz Financial
Illinois
$294K +$271K +1,609 New
CCP
1191
Corient Capital Partners
California
$291K +$268K +1,595 New
SKK
1192
Shepherd Kaplan Krochuk
Massachusetts
$288K – – –
NB
1193
Nicolet Bankshares
Wisconsin
$288K +$266K +1,581 New
COI
1194
Capital One Investing
Virginia
$286K -$6.73K -40 -3%
ACA
1195
Anchor Capital Advisors
Massachusetts
$285K – – –
TC
1196
Trilogy Capital
California
$284K +$262K +1,558 New
FA
1197
FCG Advisors
New Jersey
$281K +$6.22K +37 +2%
SWP
1198
Strategic Wealth Partners
Ohio
$281K +$167K +994 +181%
CCM
1199
Carlson Capital Management
Minnesota
$280K +$258K +1,534 New
WG
1200
Winton Group
United Kingdom
$280K +$258K +1,535 New
46 47
48
49 50