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Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1701
QTR Family Wealth
Florida
$830K +$331K +1,053 +68%
SFS
1702
Security Financial Services
Indiana
$829K +$19.5K +62 +2%
TC
1703
TFR Capital
Texas
$827K +$37.7K +120 +4%
GK
1704
Graney & King
New York
$826K -$5.97K -19 -0.6%
FHC
1705
First Heartland Consultants
Missouri
$823K -$181K -575 -17%
SFG
1706
Snider Financial Group
Washington
$822K -$64.1K -204 -7%
USB
1707
Union Savings Bank
Connecticut
$822K +$2.2K +7 +0.2%
BCM
1708
Blume Capital Management
California
$822K – – –
ICP
1709
Impact Capital Partners
Colorado
$821K +$19.5K +62 +2%
BFA
1710
Beacon Financial Advisory
Ohio
$820K +$28.3K +90 +3%
HI
1711
Hudock Inc
Pennsylvania
$818K +$314 +1 +0%
RRA
1712
Round Rock Advisors
Connecticut
$818K +$1.26K +4 +0.1%
TC
1713
TownSquare Capital
Utah
$818K +$41.8K +133 +5%
SPI
1714
Santori & Peters Inc
Pennsylvania
$816K +$15.7K +50 +2%
CWP
1715
Curated Wealth Partners
California
$816K -$97.1K -309 -10%
MCM
1716
Monument Capital Management
Virginia
$815K +$17.6K +56 +2%
BWA
1717
Basecamp Wealth Advisors
Washington
$815K +$42.7K +136 +5%
TSWM
1718
Triangle Securities Wealth Management
North Carolina
$814K +$62.5K +199 +7%
GLLW
1719
Graves Light Lenhart Wealth
Virginia
$813K – – –
AWP
1720
Ascent Wealth Partners
New York
$813K +$261K +830 +41%
CA
1721
Crewe Advisors
Utah
$812K +$24.8K +79 +3%
SPW
1722
Sonoma Private Wealth
California
$812K +$60.7K +193 +7%
DF
1723
Donoghue Forlines
Massachusetts
$811K +$537K +1,709 +149%
BAM
1724
BOS Asset Management
Illinois
$810K +$8.49K +27 +1%
SFC
1725
Swisher Financial Concepts
Ohio
$809K +$3.77K +12 +0.4%
67 68
69
70 71