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Name Holding Trade Value Shares
Change
Change in
Stake
QPW
2976
Quantum Private Wealth
Florida
$417K -$156K -1,009 -27%
CFS
2977
Coordinated Financial Services
Colorado
$417K +$40.7K +263 +11%
LA
2978
Lifeworks Advisors
Michigan
$416K -$5.58K -36 -1%
KF
2979
K2 Financial
California
$415K +$1.86K +12 +0.4%
MHB
2980
Midwest Heritage Bank
Iowa
$415K +$465 +3 +0.1%
GRQ
2981
Gardner Russo & Quinn
Pennsylvania
$415K – – –
3F
2982
360 Financial
Minnesota
$413K – – –
SFS
2983
Strategic Financial Services
New York
$412K +$3.72K +24 +0.9%
KOC
2984
Koss-Olinger Consulting
Florida
$412K – – –
DAM
2985
Deltec Asset Management
New York
$412K – – –
ITB
2986
Idaho Trust Bank
Idaho
$411K +$6.66K +43 +2%
WAM
2987
WealthTrust Asset Management
Florida
$411K +$1.7K +11 +0.4%
CFSG
2988
Clark Financial Services Group
Missouri
$410K +$35.9K +232 +10%
LSWP
2989
Liberty Square Wealth Partners
Pennsylvania
$409K – – –
MCM
2990
MV Capital Management
Maryland
$408K +$37.8K +244 +10%
SA
2991
SoundView Advisors
Washington
$408K -$14.2K -92 -3%
RC
2992
Rovin Capital
Arizona
$408K +$6.66K +43 +2%
SAM
2993
Sompo Asset Management
Japan
$408K -$279K -1,799 -41%
BAS
2994
Brueske Advisory Services
Washington
$407K +$14.2K +92 +4%
SCM
2995
Silvant Capital Management
Georgia
$406K – – –
WWC
2996
Waypoint Wealth Counsel
Georgia
$406K +$94.2K +608 +30%
TB
2997
Terril Brothers
Missouri
$406K +$96.6K +624 +31%
FWP
2998
Falcon Wealth Planning
California
$405K +$80.7K +521 +25%
HWM
2999
HFR Wealth Management
New York
$404K – – –
KA
3000
Kooman & Associates
Pennsylvania
$404K +$9.14K +59 +2%