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Name Holding Trade Value Shares
Change 		Change in
Stake
QP
1951
Quartz Partners
New York
$4.67M +$475K +736 +10%
HCA
1952
Harbour Capital Advisors
Virginia
$4.67M +$485K +751 +9%
AW
1953
Alaethes Wealth
Nevada
$4.64M +$97.4K +151 +2%
PWP
1954
Private Wealth Partners
California
$4.64M -$1.67M -2,584 -24%
CCFCSB
1955
Cape Cod Five Cents Savings Bank
Massachusetts
$4.64M – – –
WC
1956
Wynn Capital
Georgia
$4.63M -$8.39K -13 -0.2%
FCA
1957
FLC Capital Advisors
California
$4.63M +$78.7K +122 +2%
QC
1958
Quent Capital
New York
$4.63M -$3.87K -6 -0.1%
BTWM
1959
Baker Tilly Wealth Management
Wisconsin
$4.61M +$172K +266 +3%
WFC
1960
Western Financial Corp
California
$4.61M +$329K +510 +7%
NL
1961
NKCFO LLC
Illinois
$4.61M +$5.15M +7,990 New
MS
1962
Marshall & Sullivan
Washington
$4.6M -$481K -745 -9%
HG
1963
Herbst Group
Connecticut
$4.6M -$168K -260 -3%
IA
1964
IFG Advisory
Georgia
$4.59M -$86.5K -134 -2%
CA
1965
Cumberland Advisors
Florida
$4.59M -$314K -486 -6%
TTIC
1966
Tower Trust & Investment Company
Iowa
$4.59M +$5.39M +8,357 New
FCT
1967
First Community Trust
Iowa
$4.59M -$7.1K -11 -0.1%
EP
1968
Edgestream Partners
New Jersey
$4.58M -$13.9M -21,510 -73%
IWA
1969
Icon Wealth Advisors
Texas
$4.57M +$581K +900 +13%
YIH
1970
Y-Intercept (HK)
Hong Kong
$4.57M -$13.6M -21,039 -73%
AF
1971
Arrow Financial
New York
$4.55M -$3.61M -5,590 -41%
TW
1972
TritonPoint Wealth
Maryland
$4.54M +$163K +252 +3%
EA
1973
Enclave Advisors
Texas
$4.52M +$2.89M +4,485 +134%
AC
1974
AlpenGlobal Capital
California
$4.51M -$872K -1,351 -15%
AO
1975
Advisor OS
Illinois
$4.51M +$308K +478 +7%
77 78
79
80 81