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Name Holding Trade Value Shares
Change 		Change in
Stake
QTM
1076
qPULA Trading Management
New York
$231K +$233K +800 New
UR
1077
USCA RIA
Texas
$230K +$4.37K +15 +2%
FANJ
1078
Financial Architects (New Jersey)
New Jersey
$230K +$232K +794 New
FMW
1079
Farr Miller & Washington
District of Columbia
$229K – – –
SWM
1080
SeaCrest Wealth Management
New York
$227K +$229K +784 New
BA
1081
Bluesphere Advisors
Pennsylvania
$224K – – –
CAM
1082
Concorde Asset Management
Michigan
$223K – – –
OHIS
1083
Oak Harvest Investment Services
Texas
$223K +$875 +3 +0.4%
BWM
1084
BigSur Wealth Management
Florida
$222K – – –
JWCA
1085
J.W. Coons Advisors
Ohio
$222K – – –
LA
1086
Latitude Advisors
Florida
$220K -$11.7K -40 -5%
SDJVC
1087
St. Denis J. Villere & Co
Louisiana
$220K – – –
JPG
1088
Jordan Park Group
California
$218K -$125K -429 -36%
GSWM
1089
Golden State Wealth Management
California
$218K – – –
AWM
1090
Atticus Wealth Management
Florida
$217K – – –
DWM
1091
Dakota Wealth Management
Florida
$217K – – –
NERM
1092
New England Research & Management
Illinois
$217K – – –
CA
1093
Calton & Associates
Florida
$216K -$32.1K -110 -13%
DAM
1094
Delta Asset Management
Tennessee
$216K – – –
MBT
1095
Montecito Bank & Trust
California
$215K – – –
RCM
1096
Radnor Capital Management
Pennsylvania
$213K – – –
ET
1097
Equitable Trust
Tennessee
$213K +$215K +736 New
TWM
1098
Titus Wealth Management
California
$212K -$23.6K -81 -10%
TTWM
1099
TCV Trust & Wealth Management
Virginia
$212K – – –
NIM
1100
NuWave Investment Management
New Jersey
$212K +$214K +733 New
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