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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1401
Independent Financial Group
California
$751K -$64.1K -623 -7%
QI
1402
Qtron Investments
Massachusetts
$750K -$72.5K -705 -8%
JMFC
1403
J.M. Forbes & Co
Massachusetts
$749K +$252K +2,450 +46%
DBIA
1404
Dumont & Blake Investment Advisors
New Jersey
$747K +$7.2K +70 +0.9%
PA
1405
Procyon Advisors
Connecticut
$745K +$389K +3,785 +94%
MSAM
1406
Moloney Securities Asset Management
Missouri
$745K +$15.7K +153 +2%
WI
1407
WrapManager Inc
California
$744K +$21.1K +205 +3%
DGAM
1408
Desjardins Global Asset Management
Quebec, Canada
$742K -$827K -8,040 -51%
DAM
1409
Diamant Asset Management
Connecticut
$741K – – –
HWP
1410
Highline Wealth Partners
California
$740K +$107K +1,040 +16%
BHCM
1411
Brevan Howard Capital Management
Jersey
$740K +$796K +7,739 New
AP
1412
Americana Partners
Texas
$739K -$208K -2,024 -21%
IFS
1413
Intelligent Financial Strategies
Minnesota
$737K +$103 +1 +0%
AMCA
1414
Arthur M. Cohen & Associates
Illinois
$735K -$41.9K -407 -5%
HKIMG
1415
Hutchens & Kramer Investment Management Group
Indiana
$734K -$66K -642 -8%
PPW
1416
Parcion Private Wealth
Washington
$733K -$3.7K -36 -0.5%
MC
1417
Matisse Capital
Oregon
$732K -$109K -1,060 -12%
FFS
1418
Founders Financial Securities
Maryland
$732K -$17.5K -170 -2%
FMWA
1419
Forvis Mazars Wealth Advisors
Missouri
$731K +$27.8K +270 +4%
MFA
1420
Mayflower Financial Advisors
Massachusetts
$731K +$12.1K +118 +2%
SIC
1421
Samalin Investment Counsel
New York
$729K -$14.4K -140 -2%
AOWM
1422
Alpha Omega Wealth Management
Virginia
$729K -$22.6K -220 -3%
UAS
1423
United Asset Strategies
New York
$728K +$22.7K +221 +3%
AWA
1424
Alta Wealth Advisors
Massachusetts
$727K +$34.1K +332 +5%
RFN
1425
RDA Financial Network
Iowa
$725K +$159K +1,544 +26%
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