Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1926
DLK Investment Management
California
$224K +$229K +6,060 New
FDCP
1927
Foster Dykema Cabot & Partners
Massachusetts
$223K -$84K -2,224 -27%
OPTFSNA
1928
Old Point Trust & Financial Services N A
Virginia
$223K -$37.8K -1,000 -14%
SLC
1929
Second Line Capital
Louisiana
$223K – – –
BMO
1930
Beck Mack & Oliver
New York
$222K -$21.5K -570 -9%
WRPWM
1931
Werba Rubin Papier Wealth Management
California
$222K +$227K +6,005 New
FFA
1932
Florida Financial Advisors
Florida
$222K +$229K +6,060 New
CWM
1933
Chesapeake Wealth Management
Virginia
$221K +$227K +6,000 New
MGAM
1934
McGowan Group Asset Management
Texas
$221K +$226K +5,998 New
RMDI
1935
R.M. Davis Inc
Maine
$221K -$27.8K -735 -11%
FGWP
1936
Founders Grove Wealth Partners
Virginia
$221K +$226K +5,993 New
CFG
1937
CKW Financial Group
Hawaii
$221K – – –
FH
1938
Financial Harvest
Florida
$220K +$225K +5,966 New
TAM
1939
Trillium Asset Management
Massachusetts
$220K -$2.38K -63 -1%
PF
1940
Prota Financial
Texas
$220K +$225K +5,953 New
HIG
1941
Heritage Investment Group
Florida
$219K +$224K +5,928 New
SQA
1942
Simon Quick Advisors
New Jersey
$218K +$223K +5,913 New
GCP
1943
GSA Capital Partners
United Kingdom
$218K +$223K +5,906 New
BBPWM
1944
Blue Bell Private Wealth Management
Pennsylvania
$218K – – –
TCP
1945
TMB Capital Partners
Arkansas
$217K +$223K +5,894 New
HWMO
1946
Heritage Wealth Management (Ohio)
Ohio
$217K +$222K +5,890 New
NCM
1947
Northside Capital Management
Oregon
$217K +$222K +5,886 New
WMA
1948
Wealth Management Associates
New Jersey
$217K +$222K +5,884 New
SFS
1949
Strategic Financial Services
New York
$217K +$162K +4,289 New
PIA
1950
Pinion Investment Advisors
Kansas
$217K +$222K +5,876 New