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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1801
Old Port Advisors
Maine
$616K +$649K +7,597 New
CC
1802
Chicago Capital
Illinois
$615K -$50.7K -594 -7%
DR
1803
Davis Rea
Ontario, Canada
$614K -$97.6K -1,143 -13%
CPIG
1804
Chicago Partners Investment Group
Illinois
$614K +$10.8K +126 +2%
AFM
1805
Armstrong Fleming & Moore
District of Columbia
$613K – – –
HCP
1806
Hexagon Capital Partners
Arkansas
$613K -$80.4K -941 -11%
IGAM
1807
iA Global Asset Management
Quebec, Canada
$612K +$645K +7,553 New
TF
1808
Tompkins Financial
New York
$609K -$13.8K -162 -2%
BIA
1809
Beacon Investment Advisors
Maryland
$609K -$25.5K -298 -4%
PG
1810
Proffitt & Goodson
Tennessee
$609K -$18.6K -218 -3%
CBT
1811
Central Bank & Trust
Kentucky
$608K -$37.8K -443 -6%
AWA
1812
Amplius Wealth Advisors
Pennsylvania
$608K -$27.8K -325 -4%
VWA
1813
V Wealth Advisors
Kansas
$605K -$261K -3,059 -29%
RPCONE
1814
Retirement Planning Company of New England
Rhode Island
$605K +$105K +1,226 +20%
AL
1815
Arnhold LLC
New York
$605K – – –
CWA
1816
Clarity Wealth Advisors
California
$604K -$27.8K -325 -4%
GA
1817
Goldstein Advisors
Wisconsin
$603K -$28.4K -333 -4%
EM
1818
Excalibur Management
Massachusetts
$602K +$97.6K +1,143 +18%
DC
1819
DeDora Capital
California
$601K +$9.65K +113 +2%
JDR
1820
Jay D. Rosenbaum
$600K -$20.9K -245 -3%
SC
1821
Saybrook Capital
North Carolina
$600K – – –
PGWM
1822
Parisi Gray Wealth Management
New Jersey
$600K +$10.6K +124 +2%
MPCG
1823
Matrix Private Capital Group
New York
$600K -$3.76K -44 -0.6%
VA
1824
Valmark Advisers
Ohio
$599K +$18.2K +213 +3%
BFG
1825
Beacon Financial Group
Texas
$597K +$28.3K +331 +5%
71 72
73
74 75