Name Holding Trade Value Shares
Change
Change in
Stake
QFW
2276
QTR Family Wealth
Florida
$621K +$20.2K +329 +4%
SF
2277
Symphony Financial
Texas
$620K +$521K +8,478 New
SA
2278
SRN Advisors
Pennsylvania
$619K -$263K -4,284 -32%
AWA
2279
Acorn Wealth Advisors
Michigan
$619K -$12K -195 -2%
KFA
2280
Krane Funds Advisors
New York
$618K +$7.07K +115 +1%
AWM
2281
Accel Wealth Management
Iowa
$618K -$16.3K -266 -3%
EWA
2282
Encompass Wealth Advisors
Oregon
$614K -$32.3K -525 -6%
TIM
2283
Tortoise Investment Management
New York
$613K +$11.9K +194 +2%
MCM
2284
Maple Capital Management
Vermont
$613K -$117K -1,896 -18%
PFGIA
2285
Patriot Financial Group Insurance Agency
Massachusetts
$612K +$39K +635 +8%
EWM
2286
Edge Wealth Management
New York
$611K – – –
NCM
2287
NCM Capital Management
New Jersey
$611K +$3.13K +51 +0.6%
CIM
2288
Contravisory Investment Management
Massachusetts
$611K +$25.4K +414 +5%
WCM
2289
Windsor Capital Management
Arizona
$610K -$26.2K -427 -5%
FBB
2290
Fulton Breakefield Broenniman
Maryland
$610K -$61 -1 -0%
CA
2291
Cornerstone Advisory
Maryland
$609K +$1.54K +25 +0.3%
FRM
2292
Fox Run Management
Connecticut
$609K +$539K +8,771 New
ZIG
2293
Zuckerman Investment Group
Illinois
$608K – – –
BCG
2294
BayBridge Capital Group
California
$608K +$15.9K +258 +3%
AA
2295
Advisory Alpha
Michigan
$608K -$19.6K -319 -4%
SMWM
2296
Silvia McColl Wealth Management
California
$607K -$6.45K -105 -1%
CL
2297
CSS LLC
Illinois
$607K -$267K -4,340 -33%
SCM
2298
Silvant Capital Management
Georgia
$606K – – –
ACM
2299
Aljian Capital Management
Nevada
$606K +$70.2K +1,142 +15%
NERM
2300
New England Research & Management
Illinois
$606K -$118K -1,925 -18%