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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1851
Brewin Dolphin Wealth Management
Ireland
$638K – – –
BT
1852
Brandywine Trust
Delaware
$632K – – –
CAM
1853
Covenant Asset Management
New Jersey
$627K +$29.2K +247 +5%
YWP
1854
YorkBridge Wealth Partners
New York
$625K -$27.6K -233 -4%
WAG
1855
Winthrop Advisory Group
Massachusetts
$625K +$23.7K +200 +4%
TFF
1856
The Family Firm
Maryland
$621K -$14.6K -123 -2%
CWM
1857
Cordatus Wealth Management
Pennsylvania
$621K +$82K +693 +16%
CWM
1858
Cabot Wealth Management
Massachusetts
$620K +$592 +5 +0.1%
AFIA
1859
America First Investment Advisors
Nebraska
$619K – – –
ACP
1860
Aveo Capital Partners
Colorado
$617K -$25.2K -213 -4%
BCM
1861
Blume Capital Management
California
$617K – – –
HSA
1862
Hussman Strategic Advisors
Maryland
$616K -$2.37M -20,000 -80%
UFG
1863
United Fire Group
Iowa
$616K – – –
LBD
1864
Landsberg Bennett & Dubbaneh
Florida
$615K +$26.6K +225 +5%
FNBOSM
1865
First National Bank of South Miami
Florida
$615K +$34.1K +288 +6%
OPTFSNA
1866
Old Point Trust & Financial Services N A
Virginia
$607K -$5.92K -50 -1%
RGC
1867
Roberts, Glore & Co
Illinois
$607K -$3.55K -30 -0.6%
PP
1868
PagnatoKarp Partners
Virginia
$606K -$1.06K -9 -0.2%
FA
1869
Financial Advisors
Massachusetts
$605K +$473 +4 +0.1%
LSAG
1870
Lake Street Advisors Group
New Hampshire
$604K +$38.7K +327 +7%
JA
1871
JOYN Advisors
Georgia
$603K -$41.4K -350 -7%
OMC
1872
Overbrook Management Corp
New York
$602K -$82.6K -698 -12%
DMC
1873
Drexel Morgan & Co
Pennsylvania
$598K – – –
GA
1874
GFS Advisors
Texas
$597K -$524K -4,429 -48%
AQA
1875
Alpha Quant Advisors
Texas
$597K +$25.4K +215 +5%
73 74
75
76 77