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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
901
Fell Capital Management
California
$825K +$750K +2,855 New
QFW
902
QTR Family Wealth
Florida
$822K +$98K +373 +20%
BCM
903
Brookstone Capital Management
Illinois
$819K +$9.98K +38 +1%
WWC
904
Waypoint Wealth Counsel
Georgia
$818K +$74.8K +285 +11%
MGIA
905
Moneta Group Investment Advisors
Missouri
$818K +$6.04K +23 +0.8%
WC
906
Wexford Capital
Florida
$813K +$160K +608 +28%
1C
907
111 Capital
France
$811K +$395K +1,504 +115%
DA
908
Doliver Advisors
Texas
$811K -$22.6K -86 -3%
RWC
909
Rare Wolf Capital
Washington
$810K +$736K +2,804 New
MC
910
Matisse Capital
Oregon
$809K – – –
CPA
911
Capital Performance Advisors
California
$808K +$162K +617 +28%
BPFA
912
Barnes Pettey Financial Advisors
Mississippi
$807K -$11.3K -43 -2%
CW
913
CreativeOne Wealth
Kansas
$806K +$13.9K +53 +2%
AWM
914
AE Wealth Management
Kansas
$805K +$172K +654 +31%
MLA
915
MB, Levis & Associates
Pennsylvania
$804K -$101K -383 -12%
DWT
916
Dorsey & Whitney Trust
South Dakota
$804K +$2.36K +9 +0.3%
ACIM
917
Azimuth Capital Investment Management
Michigan
$803K +$29.4K +112 +4%
UAG
918
United Advisor Group
Ohio
$793K -$12.3K -47 -2%
TW
919
TritonPoint Wealth
Maryland
$793K -$2.89K -11 -0.4%
VA
920
Veratis Advisors
North Carolina
$793K +$556K +2,117 New
JWBC
921
J.W. Burns & Co
New York
$792K -$26.3K -100 -4%
SL
922
Sentinus LLC
Illinois
$790K +$719K +2,736 New
PPW
923
Parcion Private Wealth
Washington
$788K +$82.5K +314 +13%
FWM
924
Forza Wealth Management
Florida
$785K – – –
AAS
925
Annex Advisory Services
Wisconsin
$782K +$711K +2,707 New
35 36
37
38 39