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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1751
Private Trust Company
Ohio
$565K -$90.9K -333 -12%
QCIG
1752
Quad-Cities Investment Group
Iowa
$562K +$73.7K +270 +12%
RIM
1753
Rockbridge Investment Management
New York
$562K +$99.9K +366 +17%
MWP
1754
Meridian Wealth Partners
Pennsylvania
$560K +$22.1K +81 +3%
HCM
1755
Hall Capital Management
Rhode Island
$559K +$2.46K +9 +0.4%
IFAM
1756
Institutional & Family Asset Management
Colorado
$558K +$13.9K +51 +2%
NWM
1757
NEIRG Wealth Management
Massachusetts
$558K +$452K +1,656 +199%
BFA
1758
Bragg Financial Advisors
North Carolina
$557K +$11.5K +42 +2%
OWP
1759
Obermeyer Wealth Partners
Colorado
$555K +$55.7K +204 +9%
BFM
1760
Boston Financial Management
Massachusetts
$552K -$49.1K -180 -7%
MIA
1761
MainStreet Investment Advisors
Illinois
$552K +$8.19K +30 +1%
DCM
1762
DGS Capital Management
New Jersey
$551K -$165K -606 -20%
CFA
1763
Compass Financial Advisors
Indiana
$550K -$9.01K -33 -1%
SSWM
1764
Smith Salley Wealth Management
North Carolina
$547K -$88.4K -324 -12%
PIA
1765
Powell Investment Advisors
Florida
$547K +$54.9K +201 +9%
CWP
1766
Curated Wealth Partners
California
$547K +$395K +1,446 +146%
RCS
1767
Retirement Capital Strategies
California
$545K +$4.09K +15 +0.6%
WCP
1768
Wick Capital Partners
Pennsylvania
$545K +$662K +2,427 New
VC
1769
Veracity Capital
Georgia
$544K -$58.1K -213 -8%
ATWA
1770
Arbor Trust Wealth Advisors
Michigan
$544K -$23.7K -87 -3%
EWA
1771
Evolution Wealth Advisors
Florida
$544K +$104K +381 +19%
RA
1772
Rational Advisors
New York
$543K -$3.07M -11,247 -82%
HT
1773
HighTower Trust
Texas
$542K -$20.5K -75 -3%
KWMG
1774
King Wealth Management Group
Florida
$542K -$4.09K -15 -0.6%
AF
1775
Aldebaran Financial
$541K +$22.1K +81 +3%
69 70
71
72 73