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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
1851
Quest Capital Management
Texas
$539K +$7.08K +311 +1%
RI
1852
Ridgewood Investments
New Jersey
$538K -$7.04K -309 -1%
PWP
1853
Principle Wealth Partners
Connecticut
$538K +$227K +9,982 +73%
OLA
1854
Oliver Luxxe Assets
New Jersey
$535K +$2.8K +123 +0.5%
SAA
1855
Southeast Asset Advisors
Georgia
$535K +$36K +1,579 +7%
PGIM
1856
Pacific Global Investment Management
California
$534K +$2.62K +115 +0.5%
APW
1857
Austin Private Wealth
Texas
$531K +$44.7K +1,962 +9%
IIC
1858
Integrated Investment Consultants
Michigan
$529K +$16.9K +744 +3%
TCPWM
1859
Traverso Chambers Private Wealth Management
California
$529K +$26.2K +1,152 +5%
KC
1860
Kingfisher Capital
North Carolina
$528K -$12.8K -561 -2%
EWF
1861
Epstein & White Financial
California
$527K -$306K -13,438 -37%
AFS
1862
Axiom Financial Strategies
Indiana
$527K +$10.9K +480 +2%
WCM
1863
Weik Capital Management
Pennsylvania
$525K -$158K -6,926 -23%
ARG
1864
Advisory Resource Group
Oklahoma
$525K +$16.1K +709 +3%
GFPC
1865
Global Financial Private Client
Florida
$524K -$55K -2,415 -9%
MPIA
1866
Mountain Pacific Investment Advisers
Idaho
$524K +$6.01K +264 +1%
WB
1867
West Bancorporation
Iowa
$523K -$109K -4,778 -17%
DC
1868
DeDora Capital
California
$521K +$17K +747 +3%
SWMG
1869
Strategic Wealth Management Group
Maryland
$519K +$27.1K +1,189 +6%
HTHT
1870
Hemenway Trust Hemenway Trust
New Hampshire
$517K -$33.6K -1,477 -6%
WC
1871
Whitney & Co
New York
$517K +$28.2K +1,239 +6%
BFA
1872
Beacon Financial Advisory
Ohio
$517K +$52.8K +2,318 +11%
IHL
1873
Investment House LLC
California
$514K -$415K -18,207 -45%
MWP
1874
Moller Wealth Partners
$511K -$43.7K -1,920 -8%
DFG
1875
Demars Financial Group
Washington
$511K +$31.5K +1,383 +7%