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Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
1276
Wick Capital Partners
Pennsylvania
$382K +$22.2K +61 +5%
AWS
1277
Alliance Wealth Strategies
Virginia
$380K – – –
EWM
1278
Edge Wealth Management
New York
$380K +$28K +77 +7%
IRAG
1279
Investment Research & Advisory Group
Georgia
$379K +$1.82K +5 +0.4%
BPWM
1280
BCS Private Wealth Management
New Jersey
$377K -$145K -400 -25%
RC
1281
Roundview Capital
New Jersey
$376K -$2.18K -6 -0.5%
TFS
1282
Thoroughbred Financial Services
Tennessee
$376K +$30.9K +85 +8%
KRW
1283
Kaufman Rossin Wealth
Florida
$375K – – –
GC
1284
Grimes & Company
Massachusetts
$375K +$20.7K +57 +5%
HI
1285
Hendershot Investments
Virginia
$375K – – –
MWM
1286
Manske Wealth Management
Texas
$373K -$4.36K -12 -1%
SAM
1287
Sompo Asset Management
Japan
$373K -$385K -1,060 -47%
QT
1288
Quantbot Technologies
New York
$372K -$2.11M -5,806 -83%
FFWM
1289
Future Financial Wealth Management
Ohio
$371K – – –
OCM
1290
Orleans Capital Management
Louisiana
$371K +$183K +504 +74%
LMFP
1291
Larry Mathis Financial Planning
Arizona
$370K -$11.3K -31 -3%
WJWM
1292
Williams Jones Wealth Management
New York
$370K -$54.1K -149 -11%
ML
1293
McAdam LLC
Pennsylvania
$366K +$18.2K +50 +4%
MM
1294
Meridian Management
Arkansas
$365K – – –
CA
1295
Cambridge Advisors
Nebraska
$365K +$7.99K +22 +2%
AWCI
1296
Alpine Woods Capital Investors
New York
$365K -$66.1K -182 -14%
TWM
1297
Tradition Wealth Management
Minnesota
$364K -$2.18K -6 -0.5%
EAN
1298
Excelsior Advisor Network
Colorado
$364K +$180K +495 +74%
WI
1299
Wedgewood Investors
Pennsylvania
$362K – – –
OIMU
1300
Osmosis Investment Management UK
United Kingdom
$361K -$670K -1,844 -62%
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