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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
651
Chesapeake Capital Corp
Florida
$771K – – –
BBA
652
Baader Bank Aktiengesellschaft
Germany
$764K -$436K -1,885 -36%
QWM
653
Quadcap Wealth Management
Texas
$764K +$2.77K +12 +0.4%
1M
654
1248 Management
Missouri
$761K +$8.1K +35 +1%
TAM
655
Trust Asset Management
Texas
$759K -$29.1K -126 -4%
PCA
656
Pallas Capital Advisors
Massachusetts
$748K -$463 -2 -0.1%
WAG
657
Wilkerson Advisory Group
Missouri
$745K +$757K +3,275 New
NB
658
NBT Bank
New York
$744K -$35.8K -155 -5%
JSAM
659
J. Safra Asset Management
New York
$737K -$91.8K -397 -11%
FDCP
660
Foster Dykema Cabot & Partners
Massachusetts
$736K – – –
FC
661
Farringdon Capital
United Kingdom
$735K +$210K +907 +39%
EWM
662
Empirical Wealth Management
Washington
$728K +$105K +455 +17%
YP
663
YANKCOM Partnership
South Dakota
$725K -$59.4K -257 -7%
KIA
664
KCM Investment Advisors
California
$721K -$142K -612 -16%
LFA
665
Legacy Financial Advisors
Kentucky
$711K -$186K -805 -20%
ACA
666
Aptus Capital Advisors
Alabama
$710K -$97.1K -420 -12%
MA
667
MONECO Advisors
Connecticut
$706K -$9.48K -41 -1%
WTB
668
Washington Trust Bank
Washington
$705K +$3.24K +14 +0.5%
FFB
669
First Financial Bankshares
Texas
$704K -$80.3K -347 -10%
SAM
670
Smartleaf Asset Management
Massachusetts
$704K +$136K +590 +24%
CIM
671
Contravisory Investment Management
Massachusetts
$699K +$11.3K +49 +2%
NSIM
672
North Star Investment Management
Illinois
$697K +$4.86K +21 +0.7%
BWP
673
Burling Wealth Partners
Illinois
$695K -$34.9K -151 -5%
DPIM
674
Duff & Phelps Investment Management
Illinois
$688K -$357K -1,544 -34%
SWM
675
SeaCrest Wealth Management
New York
$687K -$11.8K -51 -2%
25 26
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