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Name Holding Trade Value Shares
Change
Change in
Stake
QFW
1101
QTR Family Wealth
Florida
$356K +$9.43K +176 +2%
IA
1102
IFG Advisory
Georgia
$356K +$410K +7,655 New
RIP
1103
Reliant Investment Partners
North Carolina
$354K -$2.68K -50 -0.7%
IAS
1104
Insigneo Advisory Services
Florida
$354K +$14.3K +267 +4%
VWM
1105
Venturi Wealth Management
Texas
$352K +$74.4K +1,388 +22%
EWA
1106
EverSource Wealth Advisors
Alabama
$352K -$197K -3,679 -33%
RA
1107
RFG Advisory
Alabama
$351K +$405K +7,557 New
BCA
1108
Bay Colony Advisors
Massachusetts
$351K +$34.6K +645 +9%
TA
1109
TrueWealth Advisors
Alabama
$351K +$22.9K +427 +6%
CAWM
1110
Capital Advisors Wealth Management
Washington
$351K +$247K +4,604 +156%
CCG
1111
Coastwise Capital Group
California
$349K -$25.5K -475 -6%
ESB
1112
Essex Savings Bank
Connecticut
$348K – – –
CCA
1113
Checchi Capital Advisers
California
$348K -$103K -1,914 -20%
SCM
1114
Shelton Capital Management
Colorado
$348K +$643 +12 +0.2%
LCS
1115
Levin Capital Strategies
New York
$347K – – –
EA
1116
Everpar Advisors
Oklahoma
$346K -$11.4K -213 -3%
JSC
1117
J. Stern & Co
United Kingdom
$344K – – –
TDB
1118
Thompson David Blair
$344K +$12.9K +241 +3%
SPC
1119
Sigma Planning Corp
Michigan
$341K -$153K -2,856 -28%
LI
1120
LRI Investments
Florida
$340K +$77.6K +1,448 +25%
HKAM
1121
Horizon Kinetics Asset Management
New York
$339K -$28.4K -530 -7%
KAM
1122
Karani Asset Management
New York
$338K -$131K -2,448 -25%
EIP
1123
Ellis Investment Partners
Pennsylvania
$337K -$30.3K -565 -7%
WAAG
1124
Wealth Alliance Advisory Group
Kansas
$337K +$32.2K +600 +9%
DAS
1125
Dynamic Advisor Solutions
Arizona
$336K +$49.4K +922 +15%