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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1051
Quotient Wealth Partners
Texas
$816K +$69.9K +783 +11%
PI
1052
Pettee Investors
Connecticut
$815K – – –
MMPW
1053
Mitchell McLeod Pugh & Williams
Alabama
$814K +$714 +8 +0.1%
EFM
1054
E Fund Management
China
$809K -$87.6K -981 -11%
SFWA
1055
Summit Financial Wealth Advisors
Louisiana
$808K +$29.3K +328 +4%
TCWA
1056
Turtle Creek Wealth Advisors
Texas
$806K +$55.4K +621 +9%
CWM
1057
Calamos Wealth Management
Illinois
$806K +$22.9K +256 +3%
MA
1058
MONECO Advisors
Connecticut
$805K +$893 +10 +0.1%
FFN
1059
Focus Financial Network
Minnesota
$804K -$262K -2,931 -27%
BWA
1060
BCU Wealth Advisors
Illinois
$802K +$2.41K +27 +0.3%
DI
1061
Diligent Investors
California
$801K -$9.11K -102 -1%
BP
1062
Ballentine Partners
Massachusetts
$801K +$55.3K +619 +9%
NP
1063
NorthRock Partners
Minnesota
$783K +$48K +538 +8%
MMA
1064
Miracle Mile Advisors
California
$774K +$26.9K +301 +4%
RCAG
1065
Rehmann Capital Advisory Group
Michigan
$774K +$16.7K +187 +3%
EW
1066
Elyxium Wealth
California
$770K +$664K +7,444 New
CAMG
1067
CWA Asset Management Group
Florida
$768K +$186K +2,084 +39%
DTC
1068
Davidson Trust Company
Washington
$768K -$14.7K -165 -2%
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
$767K +$92.7K +1,038 +16%
CWA
1070
Centennial Wealth Advisory
Michigan
$765K -$205K -2,301 -24%
CBB
1071
Citizens Business Bank
California
$763K +$4.82K +54 +0.7%
WA
1072
Wealth Alliance
New York
$763K +$17.4K +195 +3%
RAM
1073
Riggs Asset Management
Pennsylvania
$763K +$129K +1,447 +24%
BMC
1074
Beaton Management Company
Massachusetts
$761K – – –
GC
1075
Grimes & Company
Massachusetts
$761K +$1.78K +20 +0.3%
41 42
43
44 45