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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
901
QCM Cayman
Texas
$228K +$198K +2,810 New
KPCM
902
Kings Point Capital Management
New York
$226K – – –
HWA
903
HCR Wealth Advisors
California
$226K +$191K +2,710 New
WA
904
Winfield Associates
Ohio
$226K +$197K +2,790 New
BG
905
Berry Group
Massachusetts
$223K +$194K +2,750 New
MG
906
Meritage Group
California
$222K +$194K +2,745 New
OR
907
Olympiad Research
Connecticut
$222K +$194K +2,745 New
APA
908
American Portfolios Advisors
New York
$220K -$1.57M -22,175 -89%
MWA
909
Meridian Wealth Advisors
Texas
$219K +$191K +2,700 New
WWM
910
Windsor Wealth Management
Indiana
$218K +$190K +2,690 New
FI
911
Fosun International
China
$217K +$194K +2,750 New
MGIM
912
M&G Investment Management
United Kingdom
$216K -$93.2K -1,320 -33%
TWM
913
Titus Wealth Management
California
$215K +$187K +2,650 New
TAM
914
Trust Asset Management
Texas
$215K +$187K +2,655 New
PCA
915
Personal Capital Advisors
California
$214K +$187K +2,645 New
RFO
916
RiverGlades Family Offices
Florida
$213K +$185K +2,625 New
JIR
917
James Investment Research
Ohio
$213K +$186K +2,630 New
BO
918
BRR OpCo
Ohio
$212K +$185K +2,615 New
EWM
919
Elite Wealth Management
Washington
$212K +$185K +2,620 New
MS
920
Mizuho Securities
Japan
$212K +$261K +3,700 New
JIC
921
Johnson Investment Counsel
Ohio
$209K +$182K +2,575 New
SBIA
922
Sheaff Brock Investment Advisors
Indiana
$208K +$181K +2,570 New
TL
923
TrueWealth LLC
Georgia
$207K – – –
CAAS
924
Capital Asset Advisory Services
Michigan
$207K +$174K +2,460 New
SWP
925
Strategic Wealth Partners
Ohio
$207K +$180K +2,550 New
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