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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1226
Quantum Financial Advisors
California
$223K +$222K +3,832 New
SAG
1227
SageView Advisory Group
California
$222K +$221K +3,810 New
PFSC
1228
Peoples Financial Services Corp
Pennsylvania
$222K
FWM
1229
Forza Wealth Management
Florida
$220K +$219K +3,776 New
CAG
1230
Csenge Advisory Group
Florida
$219K +$217K +3,748 New
AA
1231
Argent Advisors
Louisiana
$218K +$217K +3,740 New
SSB
1232
Sandy Spring Bank
Maryland
$217K +$2.61K +45 +1%
CAG
1233
Crestwood Advisors Group
Massachusetts
$217K +$216K +3,725 New
FCB
1234
First County Bank
Connecticut
$217K +$216K +3,720 New
APC
1235
Aspire Private Capital
North Carolina
$217K +$55.6K +958 +35%
AFT
1236
Alpha Family Trust
California
$215K +$214K +3,695 New
BFO
1237
Boston Family Office
Massachusetts
$215K +$214K +3,683 New
SL
1238
Summitry LLC
California
$215K +$214K +3,685 New
AI
1239
Accredited Investors
Minnesota
$215K +$213K +3,680 New
BFM
1240
Boston Financial Management
Massachusetts
$214K +$213K +3,673 New
CFP
1241
Catalyst Financial Partners
Massachusetts
$214K +$213K +3,667 New
HA
1242
HFG Advisors
Ohio
$213K +$212K +3,659 New
CW
1243
Channel Wealth
California
$213K +$212K +3,657 New
BFA
1244
Bragg Financial Advisors
North Carolina
$213K +$212K +3,649 New
MPPW
1245
Mitchell & Pahl Private Wealth
Oklahoma
$212K +$211K +3,640 New
MS
1246
Maven Securities
Jersey
$212K -$137K -2,370 -39%
NSIM
1247
North Star Investment Management
Illinois
$210K
WIA
1248
Westbourne Investment Advisors
Maryland
$207K +$206K +3,550 New
PCA
1249
Peddock Capital Advisors
Massachusetts
$206K +$205K +3,538 New
PA
1250
Procyon Advisors
Connecticut
$206K +$205K +3,538 New