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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1576
Affiance Financial
Minnesota
$822K -$1.16K -8 -0.1%
QCIG
1577
Quad-Cities Investment Group
Iowa
$817K -$43.3K -299 -5%
WKWM
1578
Walter & Keenan Wealth Management
Indiana
$816K +$145K +1,000 +19%
LFASL
1579
Lugano Financial Advisors SA (LFA)
Switzerland
$812K – – –
WBC
1580
West Branch Capital
Massachusetts
$810K -$857K -5,919 -49%
NFG
1581
Nadler Financial Group
Illinois
$810K -$69.1K -477 -7%
AA
1582
Apriem Advisors
California
$809K -$4.76M -32,823 -84%
EWA
1583
Evolution Wealth Advisors
Florida
$809K +$894K +6,168 New
SVWA
1584
Sound View Wealth Advisors
Georgia
$806K +$891K +6,150 New
BW
1585
Bison Wealth
Georgia
$801K -$117K -811 -12%
PWMAG
1586
Pinnacle Wealth Management Advisory Group
New Jersey
$801K +$63K +435 +8%
CA
1587
Cumberland Advisors
Florida
$801K +$885K +6,110 New
NCM
1588
Next Capital Management
New York
$801K +$886K +6,113 New
GCM
1589
Gables Capital Management
Florida
$800K – – –
AJ
1590
Ashburton (Jersey)
Jersey
$800K +$133K +920 +18%
DIM
1591
Delta Investment Management
California
$800K +$885K +6,107 New
GWMIA
1592
Global Wealth Management Investment Advisory
Florida
$797K +$880K +6,077 New
QI
1593
Qtron Investments
Massachusetts
$796K +$879K +6,070 New
TCM
1594
Towercrest Capital Management
Pennsylvania
$793K – – –
AQA
1595
Alpha Quant Advisors
Texas
$792K +$876K +6,045 New
PT
1596
Plimoth Trust
Massachusetts
$788K +$18.8K +130 +2%
MCM
1597
Mengis Capital Management
Oregon
$788K +$379K +2,616 +77%
SBSB
1598
Sullivan, Bruyette, Speros & Blaney
Virginia
$786K -$7.24K -50 -0.8%
PJSIMP
1599
P.J. Schmidt Investment Management (PJS)
Wisconsin
$783K -$630K -4,351 -42%
WA
1600
WealthTrust-Arizona
Arizona
$775K -$7.82K -54 -0.9%
62 63
64
65 66