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Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1801
QTR Family Wealth
Florida
$916K -$49.8K -159 -6%
TCM
1802
Tufton Capital Management
Maryland
$915K +$7.83K +25 +1%
RPC
1803
Rossmore Private Capital
Connecticut
$915K – – –
GWM
1804
Glass Wealth Management
Texas
$915K -$50.1K -160 -6%
SQA
1805
Simon Quick Advisors
New Jersey
$915K -$106K -339 -12%
AWAG
1806
ARS Wealth Advisors Group
Florida
$914K -$2.82K -9 -0.4%
CHAM
1807
Clear Harbor Asset Management
Connecticut
$914K -$39.8K -127 -5%
WG
1808
Warner Group
Connecticut
$914K +$418K +1,336 +120%
UBV
1809
United Bank (Virginia)
Virginia
$913K +$23.5K +75 +3%
SIM
1810
Stratos Investment Management
Ohio
$913K -$79.8K -255 -9%
CFP
1811
Curran Financial Partners
South Carolina
$911K +$17.5K +56 +2%
FCG
1812
Fielder Capital Group
Tennessee
$909K +$131K +419 +21%
FCM
1813
Fell Capital Management
California
$906K – – –
BPWM
1814
BCS Private Wealth Management
New Jersey
$905K -$33.8K -108 -4%
TLFA
1815
True Link Financial Advisors
California
$904K +$10.6K +34 +1%
CAC
1816
Core Alternative Capital
Georgia
$903K +$90.8K +290 +14%
CA
1817
Cornerstone Advisory
Maryland
$900K +$41.3K +132 +6%
WAM
1818
Worth Asset Management
Texas
$899K -$201K -643 -21%
WRPWM
1819
Werba Rubin Papier Wealth Management
California
$899K -$35.1K -112 -4%
CWA
1820
Capital Wealth Alliance
Arizona
$898K +$99.2K +317 +15%
PFA
1821
Perryman Financial Advisory
Texas
$898K +$753K +2,404 New
SWP
1822
Significant Wealth Partners
Illinois
$898K -$313 -1 -0%
GP
1823
Geneva Partners
Wisconsin
$897K +$751K +2,400 New
GCIA
1824
Gabelli & Co Investment Advisers
New York
$897K – – –
APG
1825
Abacus Planning Group
South Carolina
$897K +$10.6K +34 +1%
71 72
73
74 75