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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1026
RWA Wealth Partners
Massachusetts
$324K -$4.52K -24 -1%
WA1
1027
Wimmer Associates 1
California
$324K – – –
PV
1028
Private Vista
Illinois
$322K +$330K +1,753 New
DI
1029
DUMAC Inc
North Carolina
$318K -$59.9K -318 -16%
FM
1030
Family Management
New York
$313K -$21.1K -112 -6%
MCM
1031
Murphy Capital Management
New Jersey
$313K +$75.3K +400 +31%
WP
1032
WMS Partners
Maryland
$313K +$86.4K +459 +37%
CWA
1033
Cypress Wealth Advisors
California
$312K +$34.5K +183 +12%
KFA
1034
Kelleher Financial Advisors
New York
$311K -$75.3K -400 -19%
HK
1035
Horizon Kinetics
New York
$309K +$22K +117 +7%
QPWM
1036
Quadrant Private Wealth Management
Pennsylvania
$309K +$317K +1,685 New
JCM
1037
Jag Capital Management
Missouri
$308K +$316K +1,680 New
AP
1038
Advisor Partners
California
$304K +$47.3K +251 +18%
WAAG
1039
Wealth Alliance Advisory Group
Kansas
$304K +$312K +1,655 New
DI
1040
Diligent Investors
California
$303K -$31.8K -169 -9%
SAM
1041
Seelaus Asset Management
New Jersey
$303K +$311K +1,651 New
PCG
1042
Private Capital Group
Connecticut
$302K +$267K +1,416 +616%
RCM
1043
RNC Capital Management
California
$299K +$43.5K +231 +17%
HI
1044
Hudock Inc
Pennsylvania
$297K +$84.2K +447 +38%
RCAG
1045
Rehmann Capital Advisory Group
Michigan
$292K +$3.01K +16 +1%
MOS
1046
MGO One Seven
Ohio
$290K -$15.8K -84 -5%
SKK
1047
Shepherd Kaplan Krochuk
Massachusetts
$290K – – –
PWPS
1048
Pinnacle Wealth Planning Services
Ohio
$290K +$139K +740 +88%
ST
1049
Smithfield Trust
Pennsylvania
$288K -$11.3K -60 -4%
CIC
1050
Carnegie Investment Counsel
Ohio
$288K +$56.5K +300 +25%
40 41
42
43 44