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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2676
Quantum Financial Advisors
California
$398K – – –
ACM
2677
Advance Capital Management
Michigan
$398K -$13.5K -84 -3%
EWM
2678
Elevatus Welath Management
New York
$397K +$404K +2,521 New
TFF
2679
The Family Firm
Maryland
$397K +$2.89K +18 +0.7%
SPWM
2680
Straight Path Wealth Management
Michigan
$397K +$82.4K +514 +26%
MCM
2681
McRae Capital Management
New Jersey
$396K -$3.53K -22 -0.9%
PWAC
2682
Private Wealth Advisors (California)
California
$395K -$19.1K -119 -5%
RCWM
2683
Royal Capital Wealth Management
Indiana
$395K -$29.7K -185 -7%
WFAG
2684
Worth Financial Advisory Group
North Carolina
$395K -$11.2K -70 -3%
BF
2685
Brogan Financial
Tennessee
$394K +$641 +4 +0.2%
MWP
2686
Madison Wealth Partners
Wisconsin
$394K +$16K +100 +4%
DMC
2687
Drexel Morgan & Co
Pennsylvania
$393K – – –
FFG
2688
Frisch Financial Group
New York
$392K -$62K -387 -13%
UCB
2689
United Community Bank
South Carolina
$392K +$75.4K +470 +23%
RP
2690
Riverwater Partners
Wisconsin
$391K +$481 +3 +0.1%
PCM
2691
Princeton Capital Management
New Jersey
$391K -$80K -499 -17%
WFC
2692
Western Financial Corp
California
$389K -$78.2K -488 -16%
WIM
2693
Westside Investment Management
California
$388K – – –
RBFC
2694
Roman Butler Fullerton & Co
Missouri
$388K +$2.4K +15 +0.6%
ITB
2695
Idaho Trust Bank
Idaho
$388K +$395K +2,466 New
LJAC
2696
L.J. Altfest & Co
New York
$388K -$9.78K -61 -2%
LSC
2697
Lesa Sroufe & Co
Washington
$388K – – –
YWM
2698
Yoder Wealth Management
California
$387K -$68.9K -430 -15%
GFG
2699
Goldstone Financial Group
Illinois
$385K +$392K +2,448 New
JBA
2700
Johnson Bixby & Associates
Washington
$385K +$13.5K +84 +4%
106 107
108
109 110