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Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
826
Quadrant Capital Group
Ohio
$407K -$46.6K -190 -11%
TIA
827
Tiemann Investment Advisors
California
$404K -$6.14K -25 -2%
HWMG
828
Hurlow Wealth Management Group
Indiana
$401K – – –
ATIA
829
American Trust Investment Advisors
New Hampshire
$398K – – –
BHA
830
Beech Hill Advisors
New York
$395K – – –
BP
831
Ballentine Partners
Massachusetts
$395K +$34.9K +142 +10%
1WA
832
180 Wealth Advisors
Washington
$392K -$2.7K -11 -0.7%
CAN
833
Cetera Advisor Networks
California
$392K +$60.4K +246 +20%
CFGS
834
Concourse Financial Group Securities
Alabama
$392K +$63.3K +258 +21%
V
835
VeraBank
Texas
$388K – – –
AWM
836
Aberdeen Wealth Management
Illinois
$388K +$2.94K +12 +0.8%
OPS
837
Orion Portfolio Solutions
Nebraska
$387K +$24.1K +98 +7%
RB
838
Renasant Bank
Mississippi
$387K +$360K +1,466 New
PS
839
Portfolio Solutions
Michigan
$383K – – –
GFS
840
GYL Financial Synergies
Connecticut
$381K – – –
KPW
841
Kore Private Wealth
New York
$381K +$32.9K +134 +10%
TI
842
Tidal Investments
Wisconsin
$381K +$355K +1,445 New
WMA
843
Wealth Management Associates
New Jersey
$377K – – –
AWM
844
AllSquare Wealth Management
New York
$374K -$19.1K -78 -5%
PCS
845
Personal CFO Solutions
New Jersey
$373K +$60.4K +246 +21%
PCG
846
Private Capital Group
Connecticut
$371K -$67.2K -274 -16%
KFA
847
Krane Funds Advisors
New York
$371K -$40.7K -166 -11%
FNBT
848
FineMark National Bank & Trust
Florida
$371K +$41.5K +169 +14%
EWM
849
Endurance Wealth Management
Rhode Island
$370K – – –
JF
850
Jump Financial
Illinois
$369K -$1.17M -4,764 -77%
32 33
34
35 36