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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1951
QP Wealth Management
New Jersey
$1.49M -$1.84K -10 -0.1%
WA
1952
WealthTrust Axiom
Pennsylvania
$1.49M -$14.8K -80 -1%
CCG
1953
Chatham Capital Group
Georgia
$1.49M – – –
BI
1954
Blooom Inc
Kansas
$1.48M -$2.31M -12,547 -63%
BI
1955
Bramshill Investments
Florida
$1.48M – – –
AI
1956
Accredited Investors
Minnesota
$1.48M -$69.5K -377 -4%
SC
1957
Schulhoff & Co
Ohio
$1.48M -$18.4K -100 -1%
EFMH
1958
E Fund Management (HK)
Hong Kong
$1.48M +$1.48M +8,000 New
MA
1959
MYDA Advisors
New York
$1.48M +$1.48M +8,000 New
CC
1960
Chicago Capital
Illinois
$1.48M -$57.2K -310 -4%
AFS
1961
Annapolis Financial Services
Maryland
$1.48M +$1.84K +10 +0.1%
PMFA
1962
Plante Moran Financial Advisors
Michigan
$1.48M +$304K +1,649 +26%
LFG
1963
Larson Financial Group
Missouri
$1.47M -$95.3K -517 -6%
IWA
1964
Intercontinental Wealth Advisors
Texas
$1.47M +$60.9K +330 +4%
CNC
1965
Citizens & Northern Corp
Pennsylvania
$1.47M -$65.3K -354 -4%
FLI
1966
Family Legacy Inc
South Carolina
$1.47M +$134K +725 +10%
MSA
1967
Marino Stram & Associates
Massachusetts
$1.47M -$89.8K -487 -6%
WIC
1968
Woodmont Investment Counsel
Tennessee
$1.47M +$46.1K +250 +3%
BFO
1969
Biltmore Family Office
North Carolina
$1.46M – – –
CSA
1970
Cottage Street Advisors
Massachusetts
$1.46M +$245K +1,330 +20%
BCM
1971
Bayesian Capital Management
New York
$1.46M +$1.01M +5,500 +229%
GF
1972
Gries Financial
Ohio
$1.46M +$1.51M +8,176 New
CIM
1973
CIM Investment Management
Pennsylvania
$1.46M -$274K -1,487 -16%
RWP
1974
RWA Wealth Partners
Massachusetts
$1.46M +$14.2K +77 +1%
FI
1975
Fosun International
China
$1.45M -$3.27M -17,754 -69%
77 78
79
80 81