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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
HM Capital Management
Missouri
$307K – – –
RWP
1027
Revolve Wealth Partners
New Jersey
$307K +$306K +5,244 New
MWM
1028
Mission Wealth Management
California
$306K +$19.5K +334 +7%
QCG
1029
Quadrant Capital Group
Ohio
$306K +$76.8K +1,315 +34%
OWA
1030
Octavia Wealth Advisors
Ohio
$306K +$305K +5,215 New
RWM
1031
Ritholtz Wealth Management
New York
$306K +$305K +5,221 New
NPPM
1032
North Point Portfolio Managers
Ohio
$305K – – –
SAI
1033
Systematic Alpha Investments
New Jersey
$305K – – –
HNB
1034
Huntington National Bank
Ohio
$305K +$137K +2,351 +82%
OFG
1035
Oxford Financial Group
Indiana
$303K +$9.05K +155 +3%
ACI
1036
Alpha Cubed Investments
California
$302K -$110K -1,877 -27%
ESCM
1037
Echo Street Capital Management
New York
$302K +$301K +5,154 New
SSB
1038
Sandy Spring Bank
Maryland
$301K – – –
NRS
1039
Neville Rodie & Shaw
New York
$299K – – –
BCAM
1040
Boston Common Asset Management
Massachusetts
$299K +$16K +274 +6%
DCM
1041
DGS Capital Management
New Jersey
$298K +$297K +5,076 New
PK
1042
Pflug Koory
Nebraska
$297K – – –
WA
1043
WealthTrust Axiom
Pennsylvania
$297K – – –
RE
1044
RBC Europe
United Kingdom
$296K -$216K -3,696 -42%
CBFP
1045
Cedar Brook Financial Partners
Ohio
$295K +$70.8K +1,212 +32%
BWP
1046
Baldwin Wealth Partners
Massachusetts
$294K +$292K +5,000 +50,000%
CWS
1047
Confluence Wealth Services
Pennsylvania
$294K +$293K +5,023 New
CP
1048
Camelot Portfolios
Ohio
$293K – – –
BTWM
1049
Baker Tilly Wealth Management
Wisconsin
$293K +$32.3K +553 +12%
CCM
1050
CloudAlpha Capital Management
Hong Kong
$293K +$292K +5,000 New
40 41
42
43 44