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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1201
QV Investors
Alberta, Canada
$3.87M – – –
MNBTD
1202
Moody National Bank Trust Division
Texas
$3.87M +$4.03K +26 +0.1%
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.86M +$532K +3,432 +16%
BHBT
1204
Burke & Herbert Bank & Trust
Virginia
$3.86M -$1.55K -10 -0%
BHPW
1205
Beverly Hills Private Wealth
California
$3.85M -$104K -670 -3%
PCS
1206
Personal CFO Solutions
New Jersey
$3.84M +$1M +6,487 +36%
BCCM
1207
Bridge Creek Capital Management
Massachusetts
$3.84M -$30.8K -199 -0.8%
MCWS
1208
McKinley Carter Wealth Services
West Virginia
$3.83M +$97.6K +630 +3%
CWM
1209
Centric Wealth Management
Illinois
$3.82M +$308K +1,987 +9%
PWAM
1210
Private Wealth Asset Management
Iowa
$3.81M +$384K +2,478 +11%
CPWA
1211
Cerro Pacific Wealth Advisors
California
$3.8M -$62.7K -405 -2%
IAG
1212
Investmark Advisory Group
Connecticut
$3.8M +$35.3K +228 +0.9%
TCM
1213
Traynor Capital Management
Pennsylvania
$3.79M +$407K +2,629 +12%
TWP
1214
Triad Wealth Partners
Kansas
$3.79M +$2.99M +19,327 +383%
FAM
1215
Formidable Asset Management
Ohio
$3.77M +$114K +736 +3%
GFPC
1216
Global Financial Private Client
Florida
$3.77M +$3.87K +25 +0.1%
MFA
1217
Mayflower Financial Advisors
Massachusetts
$3.76M +$285K +1,843 +8%
AMIM
1218
Aull & Monroe Investment Management
Alabama
$3.75M +$71.9K +464 +2%
SW
1219
Simplicity Wealth
New Jersey
$3.74M -$1.83M -11,831 -33%
CA
1220
Capital Advantage
California
$3.74M +$43.2K +279 +1%
WAM
1221
Weatherly Asset Management
California
$3.74M +$211K +1,362 +6%
TAM
1222
Titleist Asset Management
Texas
$3.73M -$841K -5,432 -18%
HBT
1223
Hills Bank & Trust
Iowa
$3.73M -$421K -2,720 -10%
AB
1224
Atlas Brown
Kentucky
$3.73M +$3.41K +22 +0.1%
RAM
1225
Redmond Asset Management
Virginia
$3.72M +$13.8K +89 +0.4%
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