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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
651
Qtron Investments
Massachusetts
$295K +$270K +2,103 New
CWP
652
CFM Wealth Partners
Texas
$292K +$267K +2,075 New
HFP
653
Holistic Financial Partners
Indiana
$291K +$12K +93 +5%
BCM
654
Brookstone Capital Management
Illinois
$290K -$17.2K -134 -6%
CGL
655
Clarius Group LLC
Washington
$288K -$18.3K -142 -6%
SCM
656
SKBA Capital Management
California
$288K – – –
RMAM
657
Raab & Moskowitz Asset Management
New Jersey
$286K – – –
LFA
658
Landmark Financial Advisors
Kentucky
$286K +$129 +1 +0%
AM
659
AGF Management
Ontario, Canada
$285K -$6.82K -53 -3%
AIA
660
Angeles Investment Advisors
California
$285K +$4.76K +37 +2%
PWP
661
Phillips Wealth Planners
Mississippi
$284K -$150K -1,166 -35%
CWM
662
Compass Wealth Management
Connecticut
$284K -$12.9K -100 -4%
LGA
663
Lebenthal Global Advisors
New York
$283K +$43.6K +339 +20%
CIG
664
Cascade Investment Group
Colorado
$283K -$19.3K -150 -7%
GCP
665
GSA Capital Partners
United Kingdom
$281K -$542K -4,217 -68%
LRPA
666
L. Roy Papp & Associates
Arizona
$281K – – –
NC
667
NinePointTwo Capital
California
$276K – – –
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$275K -$4.76K -37 -2%
WC
669
Waterloo Capital
Texas
$275K +$251K +1,954 New
EFS
670
Essex Financial Services
Connecticut
$274K +$1.42K +11 +0.6%
ONB
671
Old National Bancorp
Indiana
$274K -$38.2K -297 -13%
PPWP
672
Premier Path Wealth Partners
New Jersey
$273K +$250K +1,940 New
SAG
673
SageView Advisory Group
California
$273K +$241K +1,876 New
PCIA
674
Prime Capital Investment Advisors
Kansas
$271K +$248K +1,927 New
EWS
675
Eagle Wealth Strategies
New Jersey
$271K +$248K +1,927 New
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