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Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
726
Quest Capital Management
Texas
$290K – – –
SBWIC
727
Schaper Benz & Wise Investment Counsel
Wisconsin
$290K – – –
SWM
728
Spire Wealth Management
Virginia
$288K -$8.53K -195 -3%
IAIM
729
International Assets Investment Management
Florida
$288K -$875 -20 -0.3%
CPSC
730
Carl P. Sherr & Co
Massachusetts
$286K – – –
BFS
731
Bard Financial Services
Connecticut
$284K – – –
PA
732
Probity Advisors
Texas
$283K – – –
JSL
733
JT Stratford LLC
Georgia
$283K +$8.97K +205 +4%
MG
734
Mather Group
Illinois
$282K +$12.3K +280 +5%
AIM
735
Aigen Investment Management
New York
$282K +$263K +6,010 New
IFG
736
Independent Financial Group
California
$282K +$438 +10 +0.2%
OFA
737
Oak Family Advisors
Illinois
$279K +$21.9K +500 +9%
WH
738
Willner & Heller
California
$278K +$300K +6,860 New
CIC
739
Crawford Investment Counsel
Georgia
$276K – – –
CF
740
Centaurus Financial
California
$276K +$1.09K +25 +0.4%
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$275K -$48.8K -1,115 -16%
DLHL
742
Donald L. Hagan LLC
Florida
$271K – – –
MA
743
MUFG Americas
New York
$271K +$3.94K +90 +2%
RF
744
Rollins Financial
Georgia
$270K +$248K +5,660 New
TPWA
745
TRUE Private Wealth Advisors
Oregon
$268K -$78.3K -1,790 -24%
TAM
746
Trust Asset Management
Texas
$268K – – –
GWM
747
Greenwich Wealth Management
Connecticut
$266K -$49.7K -1,135 -17%
EW
748
Evoke Wealth
California
$266K +$8.1K +185 +3%
MTC
749
McDaniel Terry & Co
Texas
$265K – – –
QCG
750
Quadrant Capital Group
Ohio
$263K +$72.6K +1,660 +43%
28 29
30
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