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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
926
Forum Financial Management
Illinois
$733K -$12.5K -43 -2%
ACIM
927
Azimuth Capital Investment Management
Michigan
$730K – – –
NWAG
928
Net Worth Advisory Group
Utah
$729K +$773K +2,663 New
HI
929
Harbour Investments
Wisconsin
$728K +$11.6K +40 +2%
PTC
930
Private Trust Company
Ohio
$727K -$44.1K -152 -5%
MCM
931
McRae Capital Management
New Jersey
$726K – – –
FWM
932
Forza Wealth Management
Florida
$724K -$581 -2 -0.1%
FM
933
Foster & Motley
Ohio
$721K -$86.2K -297 -10%
QCG
934
Quadrant Capital Group
Ohio
$715K +$290 +1 +0%
VSQM
935
V-Square Quantitative Management
Illinois
$713K +$143K +493 +23%
MMPW
936
Mitchell McLeod Pugh & Williams
Alabama
$709K -$31.7K -109 -4%
JIP
937
Jaffetilchin Investment Partners
Florida
$709K -$7.84K -27 -1%
WKWM
938
Walter & Keenan Wealth Management
Indiana
$707K +$581 +2 +0.1%
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$707K +$121K +416 +19%
TW
940
TritonPoint Wealth
Maryland
$703K -$75.2K -259 -9%
PCM
941
Penserra Capital Management
California
$701K +$434K +1,496 +140%
AWM
942
Allen Wealth Management
North Carolina
$699K -$18.9K -65 -2%
CI
943
CX Institutional
Indiana
$698K +$52.3K +180 +8%
BIA
944
Bigelow Investment Advisors
Maine
$695K +$290 +1 +0%
LWAM
945
Legacy Wealth Asset Management
Minnesota
$693K -$3.77K -13 -0.5%
CAM
946
Cidel Asset Management
Ontario, Canada
$692K – – –
RWA
947
Redhawk Wealth Advisors
Minnesota
$692K +$44.4K +153 +6%
CWS
948
Confluence Wealth Services
Pennsylvania
$688K -$3.19K -11 -0.4%
AFG
949
ABLE Financial Group
Arizona
$683K -$2.9K -10 -0.4%
AL
950
Aspiriant LLC
California
$682K -$11K -38 -2%
36 37
38
39 40