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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2201
CenterStar Asset Management
Illinois
$1.1M – – –
JFA
2202
JNBA Financial Advisors
Minnesota
$1.1M -$29K -134 -3%
BMC
2203
Beaton Management Company
Massachusetts
$1.09M +$42.6K +197 +4%
QPWM
2204
Quadrant Private Wealth Management
Pennsylvania
$1.09M +$37K +171 +4%
WPW
2205
Warther Private Wealth
Ohio
$1.09M +$12.8K +59 +1%
AWM
2206
Alterna Wealth Management
Texas
$1.09M +$77.9K +360 +8%
HI
2207
Harper Investing
California
$1.09M +$1.06M +4,897 New
SAM
2208
S.A. Mason
Michigan
$1.08M -$1.95K -9 -0.2%
SF
2209
Symphony Financial
Texas
$1.08M +$339K +1,566 +45%
GWCM
2210
Godshalk Welsh Capital Management
Pennsylvania
$1.08M – – –
CBT
2211
CoreFirst Bank & Trust
Kansas
$1.08M +$21.6K +100 +2%
FFA
2212
Founders Financial Alliance
North Carolina
$1.08M -$244K -1,128 -19%
PWMG
2213
Pinnacle Wealth Management Group
Michigan
$1.08M -$54.1K -250 -5%
KCM
2214
Knoll Capital Management
Florida
$1.07M – – –
FA
2215
Fermata Advisors
California
$1.07M -$27.9K -129 -3%
SFG
2216
Sovereign Financial Group
Connecticut
$1.07M +$177K +819 +20%
PFA
2217
Professional Financial Advisors
Nebraska
$1.07M -$296K -1,368 -22%
9WM
2218
9258 Wealth Management
Ohio
$1.07M -$69.6K -322 -6%
1WM
2219
1900 Wealth Management
Texas
$1.06M +$454K +2,100 +78%
TA
2220
Tectonic Advisors
Texas
$1.06M +$164K +760 +19%
FPA
2221
First Pacific Advisors
California
$1.06M -$266K -1,230 -20%
EI
2222
Ellevest Inc
New York
$1.06M +$190K +879 +23%
WTB
2223
Washington Trust Bank
Washington
$1.06M -$241K -1,116 -19%
FPCG
2224
Fort Pitt Capital Group
Pennsylvania
$1.06M +$248K +1,145 +32%
LWIC
2225
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.05M -$366K -1,694 -26%
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89
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