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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2126
Sound Income Strategies
Florida
$333K +$65.6K +359 +26%
CAM
2127
Crestone Asset Management
Colorado
$332K -$10.4K -57 -3%
QCM
2128
Quantinno Capital Management
New York
$331K -$482K -2,639 -61%
9WM
2129
9258 Wealth Management
Ohio
$331K +$85.1K +466 +37%
ECM
2130
EagleClaw Capital Management
Massachusetts
$330K -$91.4K -500 -23%
SMH
2131
Sanders Morris Harris
Texas
$328K +$91.4K +500 +42%
AFM
2132
Andesa Financial Management
Pennsylvania
$327K -$292K -1,600 -49%
CWM
2133
Connecticut Wealth Management
Connecticut
$325K -$38.2K -209 -11%
FNC
2134
First National Corp
Massachusetts
$324K +$25.9K +142 +9%
FNBOSM
2135
First National Bank of South Miami
Florida
$323K +$47.7K +261 +19%
OPCM
2136
Osborne Partners Capital Management
California
$320K – – –
CCM
2137
Colorado Capital Management
Colorado
$319K – – –
CF
2138
Corrigan Financial
Rhode Island
$318K -$54.8K -300 -15%
AWA
2139
Acorn Wealth Advisors
Michigan
$316K -$4.75K -26 -2%
EWF
2140
Epstein & White Financial
California
$314K -$3.84K -21 -1%
SCA
2141
Sage Capital Advisors
South Dakota
$314K – – –
TTWM
2142
TCV Trust & Wealth Management
Virginia
$313K -$12.8K -70 -4%
GBBWRPM
2143
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$313K +$183 +1 +0.1%
BCA
2144
Biltmore Capital Advisors
New Jersey
$312K -$36.5K -200 -11%
EDRIA
2145
Edmonds Duncan Registered Investment Advisors
Kansas
$310K – – –
CMO
2146
Covenant Multifamily Offices
Texas
$309K +$36.5K +200 +14%
LB
2147
Legacy Bridge
Iowa
$307K – – –
AIM
2148
Acropolis Investment Management
Missouri
$306K +$8.22K +45 +3%
AWM
2149
Apollon Wealth Management
South Carolina
$305K +$21.2K +116 +8%
MIH
2150
Madison Investment Holdings
Wisconsin
$303K +$287K +1,569 New
84 85
86
87 88