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Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1276
Quadrant Private Wealth Management
Pennsylvania
$323K -$29K -116 -9%
OWM
1277
OneAscent Wealth Management
Alabama
$320K -$89.8K -359 -25%
NJBEST
1278
New Jersey Better Educational Savings Trust
New Jersey
$319K – – –
TCG
1279
Transcendent Capital Group
Oklahoma
$317K +$261K +1,044 +2,088%
ILI
1280
Invesco LLC (Illinois)
Illinois
$317K -$63.5K -254 -19%
WTC
1281
WhitTier Trust Company
Nevada
$316K – – –
FCCM
1282
First City Capital Management
Georgia
$314K – – –
HA
1283
Harfst & Associates
Wyoming
$314K -$6.5K -26 -2%
TFF
1284
The Family Firm
Maryland
$313K +$250 +1 +0.1%
AF
1285
Aldebaran Financial
$313K – – –
LWM
1286
LJI Wealth Management
Indiana
$313K – – –
NF
1287
Nikulski Financial
Iowa
$312K -$50K -200 -16%
NL
1288
NWAM LLC
Washington
$312K -$86.1K -344 -22%
MAM
1289
MMA Asset Management
Pennsylvania
$311K -$500 -2 -0.2%
HA
1290
Harbor Advisors
Florida
$310K – – –
CCWM
1291
Cassaday & Co Wealth Management
Virginia
$310K – – –
RWM
1292
RBA Wealth Management
California
$310K – – –
SWM
1293
Seed Wealth Management
Illinois
$310K – – –
CCFM
1294
Clear Creek Financial Management
Washington
$308K +$6.75K +27 +3%
MW
1295
Marcum Wealth
Ohio
$307K -$81.6K -326 -24%
PCMC
1296
Planning Capital Management Corporation
Pennsylvania
$307K -$2.5K -10 -0.9%
LIM
1297
Loudon Investment Management
New Hampshire
$306K -$25K -100 -9%
PSP
1298
Pacific Sage Partners
Washington
$305K – – –
FPAS
1299
Focus Partners Advisor Solutions
Missouri
$305K +$263K +1,053 New
BI
1300
Ballast Inc
Kentucky
$305K – – –
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