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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1401
Simplicity Wealth
New Jersey
$723K -$507K -2,958 -39%
BWM
1402
Bosman Wealth Management
California
$721K -$2.19M -12,760 -73%
FMLI
1403
Fukoku Mutual Life Insurance
Japan
$721K -$116K -675 -13%
MA
1404
MJP Associates
Connecticut
$720K -$70.5K -411 -8%
DWM
1405
Drive Wealth Management
Utah
$720K +$129K +752 +19%
KIA
1406
KCM Investment Advisors
California
$719K +$3.43K +20 +0.4%
TWA
1407
TCI Wealth Advisors
Arizona
$718K -$31.7K -185 -4%
PWPS
1408
Pinnacle Wealth Planning Services
Ohio
$713K -$52.8K -308 -6%
QC
1409
Quent Capital
New York
$710K -$3.77K -22 -0.5%
QLSGSCF
1410
Quent Long Short Global Small Cap Fund
New York
$710K +$796K +4,638 New
FUBT
1411
First United Bank & Trust
Maryland
$709K +$4.29K +25 +0.5%
BCM
1412
Bowie Capital Management
Texas
$705K -$34M -197,945 -98%
SWM
1413
Segment Wealth Management
Texas
$705K -$21.4K -125 -3%
HBT
1414
Heartland Bank & Trust
Illinois
$705K -$20.1K -117 -2%
SWMP
1415
Signature Wealth Management Partners
New Jersey
$704K – – –
PP
1416
Patron Partners
Texas
$702K +$6K +35 +0.8%
MAC
1417
Mason & Associates (California)
California
$702K +$388K +2,260 +97%
HA
1418
Huntleigh Advisors
Missouri
$696K +$25.7K +150 +3%
MAM
1419
Milestone Asset Management
Pennsylvania
$696K +$244K +1,425 +46%
KWM
1420
Keebeck Wealth Management
Illinois
$695K +$31.7K +185 +4%
WIM
1421
WealthPlan Investment Management
Nebraska
$695K +$542K +3,159 +230%
GJWM
1422
Gilliland Jeter Wealth Management
Arkansas
$693K +$32.6K +190 +4%
AMCA
1423
Arthur M. Cohen & Associates
Illinois
$691K -$352K -2,050 -31%
RWP
1424
Revolve Wealth Partners
New Jersey
$691K +$4.97K +29 +0.6%
CA
1425
Claro Advisors
Massachusetts
$690K +$73.9K +431 +11%
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