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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
5151
Horizons Wealth Management
North Carolina
$764K -$21.3K -92 -3%
LWIC
5152
Leith Wheeler Investment Counsel
British Columbia, Canada
$764K +$796K +3,438 New
FFG
5153
Foundry Financial Group
New Hampshire
$761K +$95.2K +411 +14%
ACM
5154
Ashford Capital Management
Delaware
$760K -$146K -630 -16%
SM
5155
Salzhauer Michael
$759K – – –
DC
5156
Darrow Company
Massachusetts
$757K +$1.62K +7 +0.2%
NEAM
5157
New England Asset Management
Connecticut
$751K +$784K +3,382 New
SWTS
5158
Stonehaven Wealth & Tax Solutions
Wisconsin
$748K +$113K +487 +17%
NL
5159
NDWM LLC
California
$747K +$10.2K +44 +1%
HFS
5160
Horizon Financial Services
North Carolina
$747K -$55.1K -238 -7%
FPCG
5161
Forum Private Client Group
Indiana
$747K -$463 -2 -0.1%
LWMI
5162
Legacy Wealth Management (Idaho)
Idaho
$745K -$12.5K -54 -2%
CPW
5163
Crestmont Private Wealth
Texas
$744K +$103K +443 +15%
MWA
5164
Merkkuri Wealth Advisors
New York
$743K -$351K -1,515 -31%
EC
5165
Enhancing Capital
Pennsylvania
$741K – – –
VPI
5166
Value Partners Investments
Manitoba, Canada
$739K -$1.33M -5,758 -63%
OFG
5167
Opulen Financial Group
Virginia
$737K +$232 +1 +0%
WFS
5168
Walker Financial Services
Kentucky
$736K +$74.8K +323 +11%
GCWM
5169
Graham Capital Wealth Management
District of Columbia
$735K +$37.3K +161 +5%
BWA
5170
BCU Wealth Advisors
Illinois
$735K +$695 +3 +0.1%
ACM
5171
Aurdan Capital Management
Pennsylvania
$735K -$25.7K -111 -3%
KIC
5172
Keating Investment Counselors
Florida
$733K -$88K -380 -10%
DFA
5173
DHK Financial Advisors
New Hampshire
$732K -$20.6K -89 -3%
AWMNH
5174
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K +$74.1K +320 +11%
MLRA
5175
Main Line Retirement Advisors
Montana
$732K +$463 +2 +0.1%
205 206
207
208 209