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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
826
Quest Investment Management
Oregon
$496K – – –
MSFS
827
Main Street Financial Solutions
Pennsylvania
$493K +$38.8K +789 +9%
CRC
828
Curi RMB Capital
Illinois
$491K +$32K +650 +7%
VCM
829
Vivaldi Capital Management
Illinois
$490K -$228K -4,647 -30%
XS
830
XR Securities
Illinois
$490K -$114K -2,311 -20%
LFAS
831
Level Four Advisory Services
Texas
$489K +$63K +1,282 +16%
BMC
832
Benin Management Corp
Connecticut
$488K -$106K -2,150 -19%
CWM
833
Circle Wealth Management
New Jersey
$484K +$41.7K +849 +10%
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$483K – – –
CA
835
Commerzbank Aktiengesellschaft
Germany
$483K – – –
JIP
836
Jaffetilchin Investment Partners
Florida
$478K -$330K -6,722 -42%
HT
837
HighTower Trust
Texas
$475K +$2.9K +59 +0.6%
BTW
838
Boston Trust Walden
Massachusetts
$471K -$93.1K -1,894 -17%
KA
839
KLCM Advisors
Wisconsin
$469K +$3.05K +62 +0.7%
FMLI
840
Fukoku Mutual Life Insurance
Japan
$467K – – –
LJAC
841
L.J. Altfest & Co
New York
$464K -$18.5K -377 -4%
PIFP
842
Partners in Financial Planning
Virginia
$463K – – –
JIC
843
Joel Isaacson & Co
New York
$457K -$9.29K -189 -2%
RPCONE
844
Retirement Planning Company of New England
Rhode Island
$457K +$17.4K +353 +4%
CFMC
845
Curbstone Financial Management Corp
New Hampshire
$457K -$262K -5,335 -38%
BWA
846
Burt Wealth Advisors
Maryland
$457K -$688 -14 -0.2%
LGA
847
Lebenthal Global Advisors
New York
$456K -$54.3K -1,104 -11%
IAN
848
Integrated Advisors Network
Texas
$456K +$24.7K +503 +6%
XF
849
XML Financial
Maryland
$452K – – –
ACM
850
Allred Capital Management
Texas
$451K -$15.3K -312 -3%
32 33
34
35 36