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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
751
Naples Global Advisors
Florida
$348K -$48.4K -590 -10%
OWP
752
Obermeyer Wealth Partners
Colorado
$348K – – –
QCG
753
Quadrant Capital Group
Ohio
$348K +$92.8K +1,130 +28%
ACA
754
Aptus Capital Advisors
Alabama
$346K +$4.11K +50 +1%
ICP
755
Interchange Capital Partners
Pennsylvania
$345K +$27.9K +340 +7%
ZIM
756
Zacks Investment Management
Illinois
$344K -$27.9K -340 -6%
WWM
757
Western Wealth Management
Colorado
$344K +$141K +1,720 +51%
CWM
758
Cornerstone Wealth Management
Missouri
$343K -$49.3K -600 -11%
AG
759
Algert Global
California
$343K +$416K +5,070 New
ECM
760
Evergreen Capital Management
Washington
$341K +$80.5K +980 +24%
HFP
761
Holistic Financial Partners
Indiana
$341K +$98.5K +1,200 +31%
RWB
762
RMR Wealth Builders
New Jersey
$339K +$68.1K +830 +20%
RCA
763
Roberts Capital Advisors
Colorado
$339K +$411K +5,010 New
BWM
764
Buckley Wealth Management
Nevada
$338K – – –
SC
765
Soundwatch Capital
Connecticut
$338K – – –
CP
766
Cumberland Partners
Ontario, Canada
$338K +$411K +5,000 New
ACM
767
Advisors Capital Management
New Jersey
$337K -$73.9K -900 -15%
OGC
768
Oak Grove Capital
New Hampshire
$333K +$205K +2,500 +103%
SPIO
769
Seven Post Investment Office
California
$331K – – –
CAG
770
Csenge Advisory Group
Florida
$330K +$198K +2,410 +97%
WC
771
Woodstock Corp
Massachusetts
$329K – – –
RFN
772
Redwood Financial Network
Ohio
$328K +$398K +4,850 New
LWM
773
Laidlaw Wealth Management
New York
$326K -$43.5K -530 -10%
MIM
774
Montgomery Investment Management
Maryland
$324K – – –
WJA
775
Willis Johnson & Associates
Texas
$323K +$27.1K +330 +7%
29 30
31
32 33