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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Conway Capital Management
California
$1.24M +$87.5K +900 +8%
RC
627
Roundview Capital
New Jersey
$1.24M – – –
MW
628
Marcum Wealth
Ohio
$1.23M +$90.5K +931 +9%
AWS
629
Arkfeld Wealth Strategies
Nebraska
$1.23M +$129K +1,326 +12%
OAM
630
Oberweis Asset Management
Illinois
$1.22M +$1.12M +11,500 New
CIA
631
Concurrent Investment Advisors
Florida
$1.2M +$67.9K +698 +7%
BOSSRA
632
B.O.S.S. Retirement Advisors
Utah
$1.2M +$1.1M +11,321 New
IAN
633
Integrated Advisors Network
Texas
$1.2M +$44.5K +458 +4%
UCFA
634
United Capital Financial Advisors
Texas
$1.19M +$41.8K +430 +4%
WI
635
WrapManager Inc
California
$1.19M -$228K -2,348 -17%
GRP
636
Global Retirement Partners
California
$1.19M +$55.2K +568 +5%
MAM
637
MWA Asset Management
Massachusetts
$1.19M -$35.1K -361 -3%
WSCM
638
Wellington Shields Capital Management
New York
$1.19M -$29.2K -300 -3%
LFA
639
Legacy Financial Advisors
Kentucky
$1.19M +$72.8K +749 +7%
QWM
640
Quadcap Wealth Management
Texas
$1.17M +$42.4K +436 +4%
EWA
641
EP Wealth Advisors
California
$1.17M -$143K -1,467 -12%
PP
642
PDS Planning
Ohio
$1.17M +$213K +2,187 +25%
RWB
643
RMR Wealth Builders
New Jersey
$1.15M +$29.7K +305 +3%
RSWM
644
Robertson Stephens Wealth Management
California
$1.15M -$58.9K -606 -5%
QIM
645
Quest Investment Management
Oregon
$1.15M +$1.05M +10,828 New
SWM
646
StoneCrest Wealth Management
Arizona
$1.15M +$75.3K +774 +8%
CCIA
647
Cherry Creek Investment Advisors
Colorado
$1.14M +$1.26K +13 +0.1%
VA
648
Valmark Advisers
Ohio
$1.14M -$14.4K -148 -1%
BCM
649
Bayesian Capital Management
New York
$1.13M -$5.99M -61,578 -85%
WMP
650
Wealth Management Partners
Arizona
$1.13M -$6.81K -70 -0.7%
24 25
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