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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
951
Chesapeake Wealth Management
Virginia
$480K – – –
FPAS
952
Focus Partners Advisor Solutions
Missouri
$477K +$198K +688 +64%
QIM
953
Quantitative Investment Management
Virginia
$474K +$505K +1,759 New
BCAM
954
Boston Common Asset Management
Massachusetts
$470K -$2.01K -7 -0.4%
PWPS
955
Pinnacle Wealth Planning Services
Ohio
$469K -$304K -1,057 -38%
IAMOG
956
Investors Asset Management of Georgia
Georgia
$468K -$14.4K -50 -3%
CCA
957
Childress Capital Advisors
Texas
$468K +$25.8K +90 +5%
PWMG
958
Prestige Wealth Management Group
New Jersey
$467K +$57.2K +199 +13%
BS
959
Banco Santander
Spain
$464K +$494K +1,721 New
GT
960
Glenview Trust
Kentucky
$463K +$121K +421 +32%
EWM
961
Empirical Wealth Management
Washington
$463K +$493K +1,718 New
TCM
962
Tributary Capital Management
Nebraska
$462K -$14.4K -50 -3%
OIA
963
OneDigital Investment Advisors
Kansas
$460K -$5.46K -19 -1%
AIC
964
Archer Investment Corporation
Indiana
$458K – – –
GI
965
Gradient Investments
Minnesota
$457K -$574 -2 -0.1%
OQS
966
Occudo Quantitative Strategies
Florida
$454K +$483K +1,683 New
MW
967
Marcum Wealth
Ohio
$450K +$79.6K +277 +20%
BMC
968
Benin Management Corp
Connecticut
$445K – – –
CWS
969
Confluence Wealth Services
Pennsylvania
$444K -$3.45K -12 -0.7%
GW
970
GW & Wade
Massachusetts
$442K +$12.3K +43 +3%
AWM
971
Aevitas Wealth Management
Massachusetts
$440K -$3.45K -12 -0.7%
SSA
972
South Street Advisors
New York
$439K – – –
NSAM
973
North Star Asset Management
Wisconsin
$433K – – –
RMSCM
974
R.M. Sincerbeaux Capital Management
New York
$431K – – –
RCA
975
Resonant Capital Advisors
Wisconsin
$429K -$21.5K -75 -5%
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