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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1751
Dorchester Wealth Management
Quebec, Canada
$247K – – –
PAM
1752
Pope Asset Management
Tennessee
$247K +$245K +2,400 New
SIMM
1753
Stillwater Investment Management (Minnesota)
Minnesota
$245K +$2.55K +25 +1%
MFT
1754
Moisand Fitzgerald Tamayo
Florida
$245K +$243K +2,376 New
PFA
1755
Pure Financial Advisors
California
$245K +$243K +2,380 New
LP
1756
LGL Partners
Pennsylvania
$243K – – –
DGI
1757
Disciplined Growth Investors
Minnesota
$242K – – –
MIC
1758
MU Investments Company
Japan
$238K -$76.6K -750 -24%
FI
1759
FormulaFolio Investments
Michigan
$238K +$32.7K +320 +16%
MWM
1760
Modera Wealth Management
New Jersey
$237K +$3.17K +31 +1%
VFP
1761
Verus Financial Partners
Virginia
$237K +$36.2K +355 +18%
HFS
1762
Haverford Financial Services
Pennsylvania
$235K -$2.14K -21 -0.9%
SI
1763
Scout Investments
Missouri
$235K – – –
PMG
1764
Private Management Group
California
$234K +$5K +49 +2%
LPT
1765
Legacy Private Trust
Wisconsin
$230K -$2.04K -20 -0.9%
MCM
1766
Marathon Capital Management
Maryland
$229K +$102 +1 +0%
EWM
1767
Evermay Wealth Management
Virginia
$229K +$7.76K +76 +4%
SGS
1768
Sterling Global Strategies
California
$228K – – –
KA
1769
Klingman & Associates
New York
$227K – – –
USGIU
1770
U.S. Global Investors (USGI)
Texas
$226K +$225K +2,200 New
EWA
1771
Exencial Wealth Advisors
Oklahoma
$224K -$48.1K -471 -18%
AA
1772
AlphaMark Advisors
Kentucky
$224K – – –
SAM
1773
Sequent Asset Management
Texas
$223K – – –
CAL
1774
Capital Analysts LLC
Pennsylvania
$222K +$41.1K +403 +23%
SEC
1775
Seven Eight Capital
New York
$222K -$1.8M -17,600 -89%
69 70
71
72 73