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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2601
Lewis Asset Management
California
$519K +$26.4K +53 +6%
QPWM
2602
Quadrant Private Wealth Management
Pennsylvania
$517K -$77.3K -155 -13%
FCB
2603
First County Bank
Connecticut
$516K -$24.4K -49 -5%
KAS
2604
KPP Advisory Services
Kentucky
$516K +$251K +503 +100%
JWBC
2605
J.W. Burns & Co
New York
$516K +$3.49K +7 +0.7%
JF
2606
Jericho Financial
Ohio
$515K -$102K -205 -17%
CW
2607
Code Waechter
Florida
$514K +$114K +228 +29%
KWM
2608
Kanen Wealth Management
Florida
$514K – – –
JFG
2609
JMG Financial Group
Illinois
$513K -$9.97K -20 -2%
JFGLC
2610
Johnson Financial Group LLC (Colorado)
Colorado
$513K +$193K +388 +64%
CCA
2611
Conestoga Capital Advisors
Pennsylvania
$511K – – –
FDW
2612
Fourth Dimension Wealth
Ohio
$509K +$4.99K +10 +1%
PFM
2613
Potomac Fund Management
Florida
$508K -$58.3K -117 -11%
SRC
2614
Sage Rhino Capital
California
$507K +$10.5K +21 +2%
WA
2615
WESPAC Advisors
California
$506K – – –
CWD
2616
Clarity Wealth Development
Oregon
$506K -$3.49K -7 -0.7%
BF
2617
Brucke Financial
Indiana
$506K -$28.9K -58 -6%
IIA
2618
Integral Investment Advisors
California
$506K -$15.5K -31 -3%
MAG
2619
MRA Advisory Group
New Jersey
$503K -$164K -329 -25%
JPWM
2620
Jamison Private Wealth Management
Georgia
$502K +$488K +978 New
FPWM
2621
FSB Premier Wealth Management
Iowa
$502K -$51.9K -104 -10%
NWA
2622
New World Advisors
Massachusetts
$502K -$57.3K -115 -11%
CCMT
2623
CMT Capital Markets Trading
Germany
$501K +$164K +329 +51%
WIC
2624
Wilkins Investment Counsel
Massachusetts
$501K – – –
IWA
2625
IBEX Wealth Advisors
New Jersey
$500K -$9.97K -20 -2%
103 104
105
106 107