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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1376
CTC Alternative Strategies
Illinois
$329K +$315K +800 New
QC
1377
Quent Capital
New York
$328K +$31.2K +79 +11%
CPRC
1378
Consolidated Portfolio Review Corp
New York
$328K – – –
CCG
1379
Catalina Capital Group
California
$328K +$315K +798 New
SAM
1380
Strategy Asset Managers
California
$328K +$1.18K +3 +0.4%
BCFD
1381
Boit C.F. David
$327K – – –
SPWM
1382
Spartan Planning & Wealth Management
North Carolina
$327K +$14.2K +36 +5%
HT
1383
Headlands Technologies
Illinois
$327K +$314K +795 New
RG
1384
Renaissance Group
Kentucky
$326K -$1.58K -4 -0.5%
RWM
1385
Revisor Wealth Management
Ohio
$326K -$133K -338 -30%
WC
1386
Woodstock Corp
Massachusetts
$326K – – –
BFS
1387
Bard Financial Services
Connecticut
$324K +$65.1K +165 +26%
SBIA
1388
Sheaff Brock Investment Advisors
Indiana
$324K +$21.7K +55 +7%
PWG
1389
Portside Wealth Group
Utah
$323K -$198K -503 -39%
JCM
1390
Jacobsen Capital Management
Utah
$322K +$3.55K +9 +1%
KIA
1391
KLR Investment Advisors
Rhode Island
$320K -$27.6K -70 -8%
SWIM
1392
Smallwood Wealth Investment Management
New Jersey
$319K – – –
NCM
1393
Northside Capital Management
Oregon
$319K +$394 +1 +0.1%
PMSA
1394
Patrick M. Sweeney & Associates
Illinois
$318K +$306K +775 New
SCM
1395
Schnieders Capital Management
California
$318K – – –
MC
1396
Maverick Capital
Texas
$315K +$54K +137 +22%
MM
1397
MQS Management
New York
$315K +$303K +768 New
EFM
1398
E Fund Management
China
$315K +$1.58K +4 +0.5%
SHFA
1399
SC&H Financial Advisors
Maryland
$315K +$302K +766 New
IGWM
1400
ICA Group Wealth Management
Colorado
$314K +$31.5K +80 +12%
54 55
56
57 58