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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1826
Quent Capital
New York
$737K +$278K +774 +60%
CWM
1827
Cahill Wealth Management
Michigan
$736K +$741K +2,061 New
WW
1828
Waterfront Wealth
Kansas
$734K – – –
AIA
1829
Avalon Investment & Advisory
Texas
$733K +$7.19K +20 +1%
AIP
1830
Almanack Investment Partners
Pennsylvania
$732K -$146K -406 -17%
PWA
1831
Physician Wealth Advisors
Utah
$732K -$3.6K -10 -0.5%
BWP
1832
Baldwin Wealth Partners
Massachusetts
$731K +$80.9K +225 +12%
FMN
1833
Financial Management Network
California
$729K +$359 +1 +0.1%
AWM
1834
Aberdeen Wealth Management
Illinois
$724K – – –
NRW
1835
Nova R Wealth
Kansas
$720K -$1.8K -5 -0.2%
HHGA
1836
Halbert Hargrove Global Advisors
California
$720K +$2.88K +8 +0.4%
BCM
1837
Becker Capital Management
Oregon
$719K -$3.6K -10 -0.5%
GCIG
1838
Grand Central Investment Group
Florida
$715K -$59.3K -165 -8%
VST
1839
Van Strum & Towne
California
$715K – – –
HWM
1840
Howard Wealth Management
Connecticut
$712K – – –
CIP
1841
Convergence Investment Partners
Florida
$711K +$160K +445 +29%
MMM
1842
Mendel Money Management
Illinois
$711K +$715K +1,989 New
CC
1843
Commons Capital
Massachusetts
$709K +$36.7K +102 +5%
MWM
1844
Minot Wealth Management
Massachusetts
$706K +$18K +50 +3%
BWM
1845
Bulltick Wealth Management
Florida
$705K +$106K +296 +18%
FMB
1846
Field & Main Bank
Kentucky
$705K +$1.8K +5 +0.3%
KPW
1847
Kore Private Wealth
New York
$705K +$50.7K +141 +8%
LSPW
1848
Lake Street Private Wealth
Illinois
$703K -$37.4K -104 -5%
IAS
1849
IMA Advisory Services
Colorado
$700K -$631K -1,756 -47%
CCM
1850
Canal Capital Management
Virginia
$698K +$1.08K +3 +0.2%
72 73
74
75 76