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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2151
Genesis Wealth Advisors
Massachusetts
$492K +$54.2K +1,696 +12%
LIM
2152
Loudon Investment Management
New Hampshire
$492K -$32.6K -1,020 -6%
HIM
2153
Hillsdale Investment Management
Ontario, Canada
$489K +$76.8K +2,400 +18%
FPC
2154
Falcon Point Capital
California
$486K -$48.9K -1,528 -9%
SC
2155
Schulhoff & Co
Ohio
$486K +$102K +3,200 +26%
PIM
2156
Parasol Investment Management
Illinois
$485K -$86.4K -2,700 -15%
TFCP
2157
Twin Focus Capital Partners
Massachusetts
$480K -$53K -1,656 -10%
SRC
2158
Stone Run Capital
New York
$480K – – –
AFS
2159
Aft Forsyth & Sober
Florida
$477K – – –
UFA
2160
US Financial Advisors
Massachusetts
$476K -$345K -10,800 -42%
GWI
2161
Grace & White Inc
New York
$476K – – –
DWM
2162
Dakota Wealth Management
Florida
$472K +$1.66K +52 +0.3%
CFN
2163
Cordasco Financial Network
Florida
$469K – – –
FGA
2164
Flood Gamble Associates
New York
$469K – – –
RC
2165
Reik & Co
New York
$465K – – –
HIC
2166
Holderness Investments Company
North Carolina
$463K -$17.1K -536 -3%
CP
2167
Cumberland Partners
Ontario, Canada
$460K +$128K +4,004 +38%
DIP
2168
DT Investment Partners
Pennsylvania
$459K +$261K +8,148 +125%
SLA
2169
Silver Lake Advisory
Utah
$455K +$78.2K +2,444 +20%
ASA
2170
Armstrong Shaw Associates
Connecticut
$453K – – –
QAM
2171
Quantres Asset Management
Cayman Islands
$452K +$461K +14,400 New
GA
2172
Geller Advisors
New York
$450K +$1.15K +36 +0.3%
DPI
2173
Diversified Portfolios Inc
Michigan
$444K +$128 +4 +0%
OWP
2174
Obermeyer Wealth Partners
Colorado
$440K +$92.8K +2,900 +26%
HM
2175
Harvest Management
New York
$439K +$145K +4,520 +48%
85 86
87
88 89