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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1151
Quotient Wealth Partners
Texas
$871K -$16.3K -207 -2%
MS
1152
Marshall & Sullivan
Washington
$870K – – –
IWM
1153
IHT Wealth Management
Illinois
$867K -$569K -7,246 -39%
EHWM
1154
Eads & Heald Wealth Management
Georgia
$865K -$289K -3,683 -24%
BIA
1155
Bigelow Investment Advisors
Maine
$865K -$24.8K -316 -3%
PFSC
1156
Peoples Financial Services Corp
Pennsylvania
$864K -$12.3K -156 -1%
SB
1157
SIG Brokerage
New York
$864K +$897K +11,415 New
DIP
1158
Davis Investment Partners
North Carolina
$861K -$220K -2,806 -19%
KCM
1159
Kornitzer Capital Management
Kansas
$860K -$619K -7,874 -41%
FLPIM
1160
F.L. Putnam Investment Management
Massachusetts
$854K +$76.5K +974 +9%
MPCL
1161
My Personal CFO LLC
Washington
$850K -$131K -1,673 -13%
MCC
1162
Malaga Cove Capital
California
$847K +$214K +2,728 +32%
CIA
1163
Cladis Investment Advisory
Montana
$847K +$178K +2,265 +25%
NL
1164
Navalign LLC
California
$845K +$93.8K +1,194 +12%
TA
1165
TCM Advisors
West Virginia
$840K – – –
WAM
1166
Wolverine Asset Management
Illinois
$840K +$872K +11,097 New
MW
1167
Marcum Wealth
Ohio
$837K -$8.17K -104 -0.9%
BB
1168
Berkshire Bank
Massachusetts
$836K -$133K -1,699 -13%
ILI
1169
Invesco LLC (Illinois)
Illinois
$834K -$19.6K -249 -2%
FIB
1170
First Interstate Bank
Montana
$834K -$3.38M -42,966 -80%
KIA
1171
Knollwood Investment Advisory
Maryland
$832K – – –
PIM
1172
Profit Investment Management
Maryland
$832K -$33.9K -432 -4%
LC
1173
Lincoln Capital
Nebraska
$829K -$10.1K -129 -1%
EWA
1174
EverSource Wealth Advisors
Alabama
$828K -$133K -1,693 -13%
TW
1175
TrinityPoint Wealth
Connecticut
$825K -$1.39M -17,655 -62%
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