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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1151
Quattro Financial Advisors
Texas
$738K – – –
KM
1152
KP Management
Minnesota
$738K +$755K +20,000 New
RP
1153
Rice Partnership
Hawaii
$736K – – –
Balentine LLC
1154
Balentine LLC
Georgia
$733K – – –
CWA
1155
Clarity Wealth Advisors
California
$732K +$37.8K +1,000 +5%
Benjamin Edwards Inc
1156
Benjamin Edwards Inc
Missouri
$728K +$70.4K +1,865 +10%
FWP
1157
FAS Wealth Partners
Kansas
$726K +$3.66K +97 +0.5%
Alpha Cubed Investments
1158
Alpha Cubed Investments
California
$725K +$57K +1,509 +8%
PGA
1159
Portland Global Advisors
Maine
$724K – – –
CCFM
1160
Clear Creek Financial Management
Washington
$723K +$77.6K +2,055 +12%
LNB
1161
Ledyard National Bank
$722K +$642 +17 +0.1%
WE
1162
Wealth Effects
Massachusetts
$721K -$37.8K -1,000 -5%
DE
1163
Diversified Enterprises
Delaware
$719K +$736K +19,496 New
CIM
1164
CIM Investment Management
Pennsylvania
$716K – – –
Vanguard Capital Wealth Advisors
1165
Vanguard Capital Wealth Advisors
Colorado
$716K +$4.34K +115 +0.6%
SPWG
1166
Sage Private Wealth Group
Illinois
$715K -$2.23K -59 -0.3%
IC
1167
Inscription Capital
Texas
$711K +$261K +6,899 +56%
GSB
1168
Greenfield Savings Bank
Massachusetts
$709K -$20.2K -535 -3%
GIA
1169
Guyasuta Investment Advisors
Pennsylvania
$707K -$52K -1,377 -7%
SFC
1170
SYM Financial Corp
Indiana
$706K -$51.2K -1,356 -7%
POIA
1171
Pin Oak Investment Advisors
Texas
$702K -$5.89K -156 -1%
HIM
1172
Herald Investment Management
United Kingdom
$701K – – –
CI
1173
Cherokee Insurance
Michigan
$701K – – –
IP
1174
Intellectus Partners
California
$701K -$18.8K -498 -3%
AWM
1175
Angeles Wealth Management
California
$700K +$76K +2,012 +12%