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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
626
Hartford Financial Management
Connecticut
$31.1K – – –
GRP
627
Global Retirement Partners
California
$31.1K +$833 +2 +3%
M
628
MOTCO
Texas
$27.8K – – –
JWM
629
Janiczek Wealth Management
Colorado
$27.7K -$2.08K -5 -7%
QC
630
Quent Capital
New York
$27.5K – – –
AF
631
Advisornet Financial
Minnesota
$26.6K -$1.67K -4 -6%
MHR
632
Matthew Hamilton Rosenberg
$26.4K – – –
RCM
633
Raleigh Capital Management
North Carolina
$26.2K +$9.99K +24 +62%
OAJ
634
Ogorek Anthony Joseph
New York
$26K – – –
ST
635
Smithfield Trust
Pennsylvania
$25K -$17.9K -43 -41%
CWM
636
CarsonAllaria Wealth Management
Illinois
$25K – – –
AF
637
Arrow Financial
New York
$24.9K – – –
QL
638
Quarry LP
New York
$24.1K +$8.75K +21 +57%
SIS
639
Strategic Investment Solutions
Illinois
$24.1K +$24.2K +58 New
JWA
640
JFS Wealth Advisors
Pennsylvania
$22.4K -$8.75K -21 -28%
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$9.99K +24 +80%
VNA
642
Valley National Advisers
Pennsylvania
$22K – – –
TWC
643
TD Waterhouse Canada
Ontario, Canada
$21.6K – – –
DWA
644
Delos Wealth Advisors
Texas
$20.3K – – –
NL
645
NVWM LLC
Pennsylvania
$20.3K +$2.08K +5 +11%
FAM
646
Fred Alger Management
New York
$19.9K -$24.6K -59 -55%
TIM
647
Thompson Investment Management
Wisconsin
$19.9K +$20K +48 New
SIC
648
Salem Investment Counselors
North Carolina
$19.1K – – –
CA
649
Clearstead Advisors
Ohio
$18.7K -$6.25K -15 -25%
MCM
650
MV Capital Management
Maryland
$18.7K – – –
24 25
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