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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1701
Intersect Capital
California
$519K +$11.7K +218 +2%
RCA
1702
Ranch Capital Advisors
Florida
$519K +$18.9K +352 +4%
QCM
1703
Quest Capital Management
Texas
$515K -$114K -2,119 -19%
DWM
1704
Dakota Wealth Management
Florida
$515K +$3.39K +63 +0.7%
BFA
1705
Brendel Financial Advisors
New Hampshire
$515K +$500K +9,306 New
FSCM
1706
Front Street Capital Management
Montana
$513K – – –
RWA
1707
River Wealth Advisors
Pennsylvania
$507K +$16K +298 +3%
AA
1708
Argent Advisors
Louisiana
$507K +$484K +9,009 New
HFA
1709
Hoover Financial Advisors
Pennsylvania
$505K -$20.6K -383 -4%
PAS
1710
Partnervest Advisory Services
California
$504K -$113K -2,095 -19%
TIA
1711
Traphagen Investment Advisors
New Jersey
$501K +$538 +10 +0.1%
KM
1712
Kalos Management
Georgia
$501K -$8.93K -166 -2%
BA
1713
Birinyi Associates
Connecticut
$501K +$134K +2,500 +38%
FBA
1714
Front Barnett Associates
Illinois
$500K +$6.45K +120 +1%
OIA
1715
Optimum Investment Advisors
Illinois
$497K -$24.2K -450 -5%
KWMG
1716
King Wealth Management Group
Florida
$496K – – –
TB
1717
Terril Brothers
Missouri
$496K – – –
EM
1718
ELCO Management
New York
$491K +$25K +465 +6%
VWM
1719
Venturi Wealth Management
Texas
$489K +$1.02K +19 +0.2%
PS
1720
Portfolio Solutions
Michigan
$489K +$73.4K +1,365 +18%
QAM
1721
QCI Asset Management
New York
$487K – – –
CCM
1722
Carlson Capital Management
Minnesota
$487K +$153K +2,847 +48%
BWM
1723
Buckley Wealth Management
Nevada
$486K – – –
VCAM
1724
Van Cleef Asset Management
Ohio
$486K – – –
HFP
1725
Holistic Financial Partners
Indiana
$486K +$51.7K +962 +12%
67 68
69
70 71