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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
2576
Quantessence Capital
New York
$553K +$558K +7,132 New
AIS
2577
AM Investment Strategies
Tennessee
$553K -$10.3K -132 -2%
AAG
2578
Armstrong Advisory Group
Massachusetts
$552K +$7.75K +99 +1%
SEP
2579
Signature Equity Partners
Ohio
$551K +$332K +4,238 +148%
JC
2580
JB Capital
Connecticut
$549K -$11.4K -145 -2%
TAP
2581
TSG Advice Partners
Ohio
$549K +$74.8K +956 +16%
DWM
2582
DWR Wealth Management
California
$549K +$1.33K +17 +0.2%
GWM
2583
GK Wealth Management
Nevada
$549K +$558K +7,129 New
VAG
2584
VisionPoint Advisory Group
Texas
$549K +$18.9K +241 +4%
CAL
2585
Capital Advisors Ltd
Ohio
$549K +$25.9K +331 +5%
BL
2586
Balentine LLC
Georgia
$548K +$30.5K +389 +6%
CNTOF
2587
Canandaigua National Trust of Florida
New York
$547K -$82K -1,047 -13%
CAM
2588
Clark Asset Management
New Hampshire
$547K +$163K +2,076 +42%
RPCONE
2589
Retirement Planning Company of New England
Rhode Island
$547K -$3.99K -51 -0.7%
DWM
2590
Dopkins Wealth Management
New York
$546K +$551K +7,036 New
CAM
2591
Cypress Asset Management
Texas
$545K – – –
PCH
2592
PGIM Custom Harvest
New Jersey
$545K +$35.9K +459 +7%
QP
2593
Quilter Plc
United Kingdom
$545K -$108K -1,384 -16%
AWM
2594
Adams Wealth Management
Utah
$544K +$79.2K +1,012 +17%
OWM
2595
Opes Wealth Management
California
$544K +$34.5K +441 +7%
ACA
2596
Affinity Capital Advisors
California
$543K -$93.9K -1,200 -15%
KCIC
2597
Kuhn & Co Investment Counsel
Illinois
$543K +$10.3K +132 +2%
PWA
2598
Physician Wealth Advisors
Utah
$542K +$284K +3,626 +108%
RFW
2599
Rainier Family Wealth
Washington
$542K +$12.6K +161 +2%
TC
2600
Truvestments Capital
Florida
$541K +$3.76K +48 +0.7%
102 103
104
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