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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1551
American Research & Management Company
Massachusetts
$8.58M +$115K +720 +1%
CA
1552
Claro Advisors
Massachusetts
$8.58M +$769K +4,820 +10%
RIL
1553
Rothschild Investment LLC
Illinois
$8.57M +$259K +1,620 +3%
CP
1554
Cumberland Partners
Ontario, Canada
$8.56M +$2.95M +18,480 +54%
LCP
1555
Legacy Capital Partners
Wisconsin
$8.55M -$590K -3,700 -7%
HPWA
1556
Hall Private Wealth Advisors
North Carolina
$8.54M +$8.37M +52,460 New
SW
1557
SlateStone Wealth
Florida
$8.53M -$3.47M -21,760 -29%
CPA
1558
Capital Planning Advisors
California
$8.5M -$76.6K -480 -0.9%
LJAC
1559
L.J. Altfest & Co
New York
$8.5M -$1.92M -12,060 -19%
FMI
1560
F/M Investments
District of Columbia
$8.49M +$8.32M +52,120 New
FFA
1561
Fragasso Financial Advisors
Pennsylvania
$8.48M +$476K +2,980 +6%
RWB
1562
RMR Wealth Builders
New Jersey
$8.43M -$2.78M -17,440 -25%
RIA
1563
Regal Investment Advisors
Michigan
$8.41M +$8.24M +51,640 New
KC
1564
Knuff & Co
California
$8.4M +$348K +2,180 +4%
CAM
1565
Costello Asset Management
Pennsylvania
$8.38M +$160K +1,000 +2%
WCM
1566
WealthBridge Capital Management
Ohio
$8.38M +$134K +840 +2%
TIM
1567
Thornburg Investment Management
New Mexico
$8.37M -$53.1M -332,980 -87%
BWP
1568
Bernardo Wealth Planning
Pennsylvania
$8.37M +$469K +2,940 +6%
KCM
1569
Karp Capital Management
California
$8.37M +$223K +1,400 +3%
SCP
1570
Silverleafe Capital Partners
Tennessee
$8.35M -$92.6K -580 -1%
LWANC
1571
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.35M +$1.1M +6,880 +15%
NFGCM
1572
Norman Fields Gottscho Capital Management
New York
$8.35M -$92.6K -580 -1%
RAM
1573
Riggs Asset Management
Pennsylvania
$8.3M -$66.6M -417,220 -89%
GIA
1574
Gladstone Institutional Advisory
Florida
$8.29M +$616K +3,860 +8%
TFGT
1575
TS Financial Group (TSFG)
Illinois
$8.26M -$1.56M -9,780 -16%
61 62
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