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Name Holding Trade Value Shares
Change 		Change in
Stake
QOP
1051
Quinn Opportunity Partners
Virginia
$320K +$353K +5,000 New
DA
1052
Detalus Advisors
Missouri
$318K -$49.5K -700 -12%
FWTB
1053
First Western Trust Bank
Colorado
$318K +$2.76K +39 +0.8%
EB
1054
Eastern Bank
Massachusetts
$317K – – –
KA
1055
Klingman & Associates
New York
$317K -$7.7K -109 -2%
BWP
1056
BSW Wealth Partners
Colorado
$316K -$76.5K -1,082 -18%
CCB
1057
Country Club Bank
Missouri
$316K -$8.13K -115 -2%
RIA
1058
Regal Investment Advisors
Michigan
$316K +$29.4K +416 +9%
NRS
1059
Neville Rodie & Shaw
New York
$314K – – –
SFA
1060
Souders Financial Advisors
Ohio
$313K -$394K -5,575 -53%
TA
1061
Tectonic Advisors
Texas
$312K +$2.76K +39 +0.8%
HNW
1062
High Note Wealth
Minnesota
$311K +$989 +14 +0.3%
AA
1063
Auxano Advisors
Washington
$311K – – –
GLA
1064
Good Life Advisors
Pennsylvania
$309K -$1.84K -26 -0.5%
CT
1065
Chicago Trust
Illinois
$308K +$21K +297 +7%
RCM
1066
Rain Capital Management
Oregon
$308K +$1.77K +25 +0.5%
LFDLE
1067
La Financiere de L'Echiquier
France
$307K -$5.04M -71,331 -94%
IFWM
1068
Institute for Wealth Management
Colorado
$307K +$141 +2 +0%
CTWM
1069
Cherry Tree Wealth Management
Minnesota
$306K +$2.47K +35 +0.7%
AMBIA
1070
Allen Mooney & Barnes Investment Advisors
Georgia
$304K +$1.27K +18 +0.4%
IA
1071
IFG Advisory
Georgia
$303K +$334K +4,732 New
IP
1072
Investment Partners
Ohio
$301K +$140K +1,984 +73%
RPCONE
1073
Retirement Planning Company of New England
Rhode Island
$300K -$24K -339 -7%
ME
1074
McIlrath & Eck
Washington
$299K +$220K +3,112 +200%
COCM
1075
Charter Oak Capital Management
New Hampshire
$299K – – –
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