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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1926
Fernwood Investment Management
Massachusetts
$362K -$4.74K -40 -1%
PGA
1927
Portland Global Advisors
Maine
$362K – – –
DWM
1928
Dakota Wealth Management
Florida
$362K +$94K +793 +38%
SCM
1929
Southport Capital Management
Tennessee
$361K +$2.96K +25 +0.9%
BHTS
1930
Bar Harbor Trust Services
Maine
$360K – – –
NPPM
1931
North Point Portfolio Managers
Ohio
$360K – – –
LC
1932
Landaas & Company
Wisconsin
$358K -$73.8K -622 -18%
LWS
1933
Lucia Wealth Services
California
$358K +$339K +2,857 New
B
1934
Bridgeworth
Alabama
$354K +$335K +2,829 New
HIIFS
1935
Harel Insurance Investments & Financial Services
Israel
$351K +$17.4K +147 +6%
CF
1936
Copperwynd Financial
Arizona
$348K +$330K +2,779 New
LIA
1937
LSP Investment Advisors
New York
$348K +$330K +2,779 New
I2I
1938
Insight 2811 Inc
Illinois
$345K -$59.3K -500 -15%
VIM
1939
Vista Investment Management
Pennsylvania
$345K +$327K +2,755 New
SSW
1940
Smith Shellnut Wilson
Mississippi
$342K +$19.4K +164 +6%
BWA
1941
Burt Wealth Advisors
Maryland
$341K +$27.4K +231 +9%
CHA
1942
Carmichael Hill & Associates
Maryland
$341K +$323K +2,721 New
PFA
1943
Pathway Financial Advisors
Vermont
$336K +$318K +2,683 New
CIC
1944
Chilton Investment Company
Connecticut
$335K – – –
PCM
1945
Pointe Capital Management
Michigan
$333K +$110K +925 +53%
SIA
1946
Starfire Investment Advisers
Michigan
$333K +$316K +2,661 New
CB
1947
Cooke & Bieler
Pennsylvania
$332K -$40M -337,419 -99%
LFA
1948
Landmark Financial Advisors
Kentucky
$331K – – –
VNA
1949
Valley National Advisers
Pennsylvania
$330K +$1.19K +10 +0.4%
HCIA
1950
Hochman Cole Investment Advisors
Illinois
$329K -$7K -59 -2%
76 77
78
79 80