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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
676
Quent Capital
New York
$32.7K +$1.35K +3 +5%
BF
677
BOK Financial
Oklahoma
$32.4K -$79.7K -177 -72%
M
678
MOTCO
Texas
$32K -$1.35K -3 -4%
OAJ
679
Ogorek Anthony Joseph
New York
$31K – – –
C
680
Covestor
United Kingdom
$31K +$4.5K +10 +18%
GWS
681
Glassman Wealth Services
Virginia
$30.5K -$450 -1 -2%
MHR
682
Matthew Hamilton Rosenberg
$30.4K – – –
CCA
683
Criterion Capital Advisors
Tennessee
$30.1K +$28.4K +63 New
PTC
684
Private Trust Company
Ohio
$30.1K -$450 -1 -2%
CA
685
Clearstead Advisors
Ohio
$29.6K -$27.9K -62 -50%
IA
686
IFP Advisors
Florida
$29.6K -$9.9K -22 -26%
CWM
687
CarsonAllaria Wealth Management
Illinois
$28.8K – – –
SIS
688
Strategic Investment Solutions
Illinois
$27.7K -$1.62M -3,596 -98%
LFA
689
LGT Financial Advisors
Texas
$27.2K – – –
VNA
690
Valley National Advisers
Pennsylvania
$25K – – –
JWM
691
Janiczek Wealth Management
Colorado
$24.8K – – –
TWC
692
TD Waterhouse Canada
Ontario, Canada
$24.6K – – –
AF
693
Arrow Financial
New York
$24.3K -$4.05K -9 -15%
FUBT
694
First United Bank & Trust
Maryland
$23.9K +$22.5K +50 New
TIM
695
Thompson Investment Management
Wisconsin
$22.9K – – –
MCM
696
MV Capital Management
Maryland
$22.4K +$450 +1 +2%
NL
697
NVWM LLC
Pennsylvania
$21.9K -$900 -2 -4%
SWC
698
Spectrum Wealth Counsel
Indiana
$21.5K +$20.3K +45 New
GA
699
GoalVest Advisory
New York
$21K – – –
TWP
700
TFO Wealth Partners
Ohio
$20.5K – – –
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