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Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
801
Quadrant Private Wealth Management
Pennsylvania
$311K -$378 -10 -0.1%
GPA
802
Guerra Pan Advisors
New Jersey
$310K +$40.6K +1,073 +15%
DA
803
Denali Advisors
California
$308K +$318K +8,400 New
QCG
804
Quadrant Capital Group
Ohio
$306K +$6.46K +171 +2%
HWA
805
HCR Wealth Advisors
California
$306K – – –
ECM
806
Estabrook Capital Management
New York
$305K +$5.03K +133 +2%
RBC
807
Romano Brothers & Co
Illinois
$303K -$8.51K -225 -3%
BAM
808
BOS Asset Management
Illinois
$303K +$151 +4 +0%
EFMC
809
Empire Financial Management Company
New York
$303K +$312K +8,250 New
XT
810
XTX Topco
Cayman Islands
$302K -$143K -3,788 -32%
BEAM
811
Baker Ellis Asset Management
Washington
$301K -$75.6K -2,000 -20%
UB
812
UMB Bank
Missouri
$300K -$4.88K -129 -2%
EWA
813
EP Wealth Advisors
California
$300K -$38.1M -1,008,297 -99%
NL
814
NWAM LLC
Washington
$299K -$13K -343 -4%
IEFM
815
IQ EQ Fund Management
Ireland
$299K – – –
RCWM
816
Royal Capital Wealth Management
Indiana
$297K +$24.8K +656 +9%
LFAS
817
Level Four Advisory Services
Texas
$295K +$27.8K +736 +10%
CPC
818
Congress Park Capital
New York
$293K +$18.9K +500 +7%
FMLI
819
Fukoku Mutual Life Insurance
Japan
$292K – – –
TF
820
TIAA FSB
Florida
$289K -$109K -2,896 -27%
TIA
821
Tiemann Investment Advisors
California
$287K -$2.84K -75 -1%
MC
822
Moors & Cabot
Massachusetts
$286K -$15.7K -414 -5%
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$285K -$3.48K -92 -1%
LPIC
824
LeJeune Puetz Investment Counsel
Michigan
$284K +$945 +25 +0.3%
MAM
825
Meeder Asset Management
Ohio
$284K -$9K -238 -3%
31 32
33
34 35