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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2051
Signet Investment Advisory Group
Rhode Island
$599K +$4.98K +36 +0.8%
HPC
2052
Hobart Private Capital
North Carolina
$599K +$11.1K +80 +2%
MSR
2053
Main Street Research
Connecticut
$598K +$1.66K +12 +0.3%
LC
2054
Lavaca Capital
Texas
$597K – – –
CF
2055
Copperwynd Financial
Arizona
$597K +$66.5K +481 +12%
JA
2056
JOYN Advisors
Georgia
$596K -$428K -3,092 -40%
DWM
2057
Dorchester Wealth Management
Quebec, Canada
$596K -$352K -2,545 -36%
SMC
2058
S. Muoio & Co
New York
$595K -$69.1K -500 -10%
BWP
2059
Bernardo Wealth Planning
Pennsylvania
$595K +$4.29K +31 +0.7%
EF
2060
Empirical Finance
Pennsylvania
$592K +$10.1K +73 +2%
WA
2061
WP Advisors
California
$590K +$66K +477 +12%
9WM
2062
9258 Wealth Management
Ohio
$589K +$60.4K +437 +11%
QI
2063
Qtron Investments
Massachusetts
$587K -$299K -2,165 -32%
WA
2064
Wheatland Advisors
Pennsylvania
$586K -$49.8K -360 -7%
CS
2065
Cannell & Spears
New York
$586K +$138K +1,000 +29%
LPIC
2066
LeJeune Puetz Investment Counsel
Michigan
$585K – – –
PP
2067
PagnatoKarp Partners
Virginia
$583K +$351K +2,539 +131%
SIM
2068
SSI Investment Management
California
$582K -$415 -3 -0.1%
BHTS
2069
Bar Harbor Trust Services
Maine
$582K +$44.2K +320 +8%
LBC
2070
Lawrence B. Cohen
$581K -$31.1K -225 -5%
FDS
2071
First Dallas Securities
Texas
$581K – – –
LP
2072
LGL Partners
Pennsylvania
$578K +$22.4K +162 +4%
PV
2073
Private Vista
Illinois
$576K +$100K +725 +20%
LC
2074
Lindbrook Capital
California
$575K -$39.4K -285 -6%
HCM
2075
Harvey Capital Management
Florida
$573K – – –
81 82
83
84 85