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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1601
Pallas Capital Advisors
Massachusetts
$367K +$27.7K +237 +8%
LWM
1602
Laidlaw Wealth Management
New York
$367K -$86.2K -737 -19%
SFS
1603
Sharp Financial Services
Pennsylvania
$366K +$369K +3,150 New
RFM
1604
Royal Fund Management
Florida
$365K +$26.6K +227 +8%
QPWM
1605
Quadrant Private Wealth Management
Pennsylvania
$365K +$121K +1,032 +49%
OL
1606
OneFund LLC
Florida
$364K +$367K +3,140 New
WSCM
1607
Wellington Shields Capital Management
New York
$364K +$11.7K +100 +3%
WAM
1608
Walker Asset Management
Missouri
$364K +$367K +3,137 New
CWM
1609
Cabot Wealth Management
Massachusetts
$364K +$3.74K +32 +1%
CTA
1610
Colonial Trust Advisors
South Carolina
$364K -$47K -402 -11%
BIA
1611
Beacon Investment Advisors
Maryland
$364K +$468 +4 +0.1%
AC
1612
Apella Capital
Connecticut
$363K +$936 +8 +0.3%
BB
1613
Berkshire Bank
Massachusetts
$363K +$63.3K +541 +21%
WPC
1614
White Pine Capital
Minnesota
$362K -$70.2K -600 -16%
BHWM
1615
Bar Harbor Wealth Management
New Hampshire
$361K -$15.9K -136 -4%
CIP
1616
Convergence Investment Partners
Florida
$361K -$2.22K -19 -0.6%
JIP
1617
Jaffetilchin Investment Partners
Florida
$360K -$87.4K -747 -19%
CS
1618
Cannell & Spears
New York
$360K – – –
FSA
1619
Financial Security Advisor
Virginia
$360K +$28.2K +241 +8%
AA
1620
Aufman Associates
Pennsylvania
$359K -$23.5K -201 -6%
ST
1621
Sageworth Trust
Pennsylvania
$358K -$115K -983 -24%
NRC
1622
New Republic Capital
North Carolina
$356K +$33.8K +289 +10%
AC
1623
Avestar Capital
New York
$356K +$133K +1,134 +59%
WBG
1624
Wharton Business Group
Pennsylvania
$356K – – –
SG
1625
StoneX Group
New York
$356K -$78.4K -670 -18%
63 64
65
66 67