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Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1726
Quadrant Private Wealth Management
Pennsylvania
$204K -$31.4K -305 -12%
WW
1727
Waterfront Wealth
Kansas
$204K -$15.9K -154 -6%
EWM
1728
Endowment Wealth Management
Wisconsin
$204K -$3.61K -35 -2%
AWC
1729
Adamsbrown Wealth Consultants
Kansas
$204K +$233K +2,266 New
HHGA
1730
Halbert Hargrove Global Advisors
California
$204K +$234K +2,268 New
BWM
1731
BigSur Wealth Management
Florida
$203K – – –
OCM
1732
One Capital Management
California
$203K +$233K +2,263 New
HKAM
1733
Horizon Kinetics Asset Management
New York
$202K -$20.6K -200 -8%
ISB
1734
Iowa State Bank
Iowa
$201K – – –
SFWA
1735
Summit Financial Wealth Advisors
Louisiana
$201K +$225K +2,183 New
FAM
1736
Formidable Asset Management
Ohio
$200K +$4.12K +40 +2%
GWSG
1737
GPS Wealth Strategies Group
Colorado
$197K – – –
HI
1738
Hudock Inc
Pennsylvania
$197K +$515 +5 +0.2%
GM
1739
GeoWealth Management
Illinois
$194K +$1.96K +19 +0.9%
CFD
1740
Creative Financial Designs
Indiana
$190K +$33K +320 +18%
IRC
1741
Investors Research Corp
Georgia
$185K -$14.6K -142 -6%
CNBTD
1742
Citizens National Bank Trust Department
Mississippi
$184K – – –
VWM
1743
Valley Wealth Managers
New Jersey
$184K – – –
NF
1744
Norwood Financial
Pennsylvania
$182K – – –
BWM
1745
Baystate Wealth Management
Massachusetts
$182K +$1.44K +14 +0.7%
SC
1746
Schubert & Co
Texas
$182K +$1.96K +19 +0.9%
JFGIW
1747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$3.4K +33 +2%
SWM
1748
Selective Wealth Management
Virginia
$180K +$61.8K +600 +43%
GLLW
1749
Graves Light Lenhart Wealth
Virginia
$176K +$206 +2 +0.1%
OIA
1750
Optimum Investment Advisors
Illinois
$175K -$113K -1,100 -36%
68 69
70
71 72