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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1801
Tempus Wealth Planning
California
$867K – – –
NIM
1802
NuWave Investment Management
New Jersey
$867K +$865K +15,379 New
IFG
1803
Investors Financial Group
Minnesota
$864K +$173K +3,070 +24%
HPWM
1804
Highland Private Wealth Management
Washington
$863K +$93.5K +1,663 +12%
QI
1805
Qtron Investments
Massachusetts
$862K -$84.3K -1,498 -9%
WI
1806
Wintrust Investments
Illinois
$861K +$288K +5,121 +49%
ED
1807
Exane Derivatives
France
$861K +$84.4K +1,500 +11%
CAC
1808
Certified Advisory Corp
Florida
$859K +$24K +427 +3%
AI
1809
ArchPoint Investors
Florida
$855K -$85.5K -1,520 -9%
PA
1810
Procyon Advisors
Connecticut
$855K +$16.1K +287 +2%
CBFP
1811
Cedar Brook Financial Partners
Ohio
$855K +$68.6K +1,219 +9%
RHP
1812
Royal Harbor Partners
Texas
$851K -$204K -3,620 -19%
BCM
1813
Boltwood Capital Management
California
$851K -$5.63K -100 -0.6%
SP
1814
Successful Portfolios
Florida
$851K +$20.9K +372 +2%
MMG
1815
Monetary Management Group
Missouri
$850K – – –
AFP
1816
Ausdal Financial Partners
Iowa
$848K -$62.5K -1,111 -7%
IC
1817
Inscription Capital
Texas
$847K +$59.1K +1,050 +7%
RTS
1818
Round Table Services
New Jersey
$846K +$394 +7 +0%
3C
1819
361 Capital
Colorado
$843K -$172K -3,062 -17%
GFP
1820
Gryphon Financial Partners
Ohio
$843K +$113 +2 +0%
GWS
1821
Glassman Wealth Services
Virginia
$843K +$334K +5,946 +64%
SJIM
1822
St. Johns Investment Management
Florida
$840K -$21K -374 -2%
SAM
1823
Secure Asset Management
Michigan
$839K +$1.8K +32 +0.2%
DAC
1824
Dividend Assets Capital
South Carolina
$838K -$49K -871 -5%
WTFG
1825
Wells Trecaso Financial Group
Ohio
$837K +$65.9K +1,171 +8%
71 72
73
74 75