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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Dorchester Wealth Management
Quebec, Canada
$140K -$45.8K -757 -26%
LCM
1652
Leisure Capital Management
California
$140K -$25.8K -426 -17%
SCM
1653
SKBA Capital Management
California
$140K – – –
HWM
1654
Hemington Wealth Management
Virginia
$140K +$130K +2,139 New
SRC
1655
Stone Run Capital
New York
$140K +$130K +2,143 New
WGA
1656
Weather Gauge Advisory
Virginia
$139K -$8.9K -147 -6%
HIM
1657
Hotaling Investment Management
Pennsylvania
$139K +$121 +2 +0.1%
PFS
1658
Physicians Financial Services
North Carolina
$139K +$121 +2 +0.1%
HA
1659
HC Advisors
Georgia
$139K +$129K +2,125 New
MCC
1660
Money Concepts Capital
Florida
$138K -$74.3K -1,226 -37%
FCIM
1661
Fairview Capital Investment Management
California
$138K -$27.9K -461 -18%
EWM
1662
Empirical Wealth Management
Washington
$138K -$8.36K -138 -6%
BFO
1663
Biltmore Family Office
North Carolina
$137K – – –
SIM
1664
Sonora Investment Management
Arizona
$137K +$10.7K +177 +9%
ZIM
1665
Zacks Investment Management
Illinois
$137K +$127K +2,097 New
DPI
1666
Diversified Portfolios Inc
Michigan
$136K +$126K +2,083 New
FCH
1667
Freestone Capital Holdings
Washington
$135K -$14.2K -234 -10%
LCS
1668
Levin Capital Strategies
New York
$135K – – –
FCA
1669
FinTrust Capital Advisors
South Carolina
$135K +$1.21K +20 +1%
DWM
1670
Dakota Wealth Management
Florida
$134K -$45.3K -748 -27%
CC
1671
Cornerstone Capital
California
$134K – – –
SFO
1672
Stokes Family Office
Louisiana
$134K +$124K +2,044 New
WDL
1673
Well Done LLC
Michigan
$134K +$124K +2,048 New
B
1674
Barings
North Carolina
$133K -$58.7K -969 -32%
NEGWA
1675
New England Guild Wealth Advisors
Connecticut
$133K -$2.3K -38 -2%
65 66
67
68 69