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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1926
Aurora Private Wealth
New Jersey
$306K +$1.39K +14 +0.4%
FZCM
1927
Flynn Zito Capital Management
New York
$306K +$317K +3,205 New
AC
1928
Apella Capital
Connecticut
$305K -$148K -1,499 -32%
NIMI
1929
Natixis Investment Managers International
France
$305K – – –
BPFA
1930
Barnes Pettey Financial Advisors
Mississippi
$305K +$13.1K +132 +4%
GIM
1931
Groesbeck Investment Management
New Jersey
$304K – – –
HCM
1932
Hodges Capital Management
Texas
$303K -$31.2K -315 -9%
MCM
1933
Marathon Capital Management
Maryland
$303K – – –
WAM
1934
WFA Asset Management
Wisconsin
$303K +$1.78K +18 +0.6%
UBV
1935
United Bank (Virginia)
Virginia
$301K +$26.2K +265 +9%
QT
1936
Quantbot Technologies
New York
$300K -$3.89M -39,297 -93%
GM
1937
GeoWealth Management
Illinois
$299K -$88.8K -897 -22%
CCA
1938
Cobblestone Capital Advisors
New York
$299K +$9.9K +100 +3%
HCM
1939
Hengehold Capital Management
Ohio
$297K +$99 +1 +0%
CHA
1940
Carmichael Hill & Associates
Maryland
$297K +$34.8K +352 +13%
AG
1941
Appleton Group
Wisconsin
$297K +$308K +3,111 New
KFGK
1942
Keystone Financial Group (Kentucky)
Kentucky
$296K -$18.2K -184 -6%
PFC
1943
Phocas Financial Corp
California
$296K – – –
WA1
1944
Wimmer Associates 1
California
$296K – – –
OA
1945
Operose Advisors
Wisconsin
$295K – – –
FWTB
1946
First Western Trust Bank
Colorado
$294K +$14.9K +151 +5%
KPW
1947
Kore Private Wealth
New York
$294K +$39.1K +395 +15%
RF
1948
Robbins Farley
New Hampshire
$293K -$10.3K -104 -3%
QP
1949
Quilter Plc
United Kingdom
$293K – – –
SSW
1950
Stone Summit Wealth
Florida
$293K – – –
76 77
78
79 80