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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1951
GM Advisory Group
New York
$448K – – –
CAW
1952
Cornerstone Advisors (Washington)
Washington
$447K +$35.5K +759 +9%
VIM
1953
Vista Investment Management
Pennsylvania
$446K – – –
WP
1954
WealthSource Partners
California
$445K -$655 -14 -0.1%
WLIM
1955
White Lighthouse Investment Management
Massachusetts
$444K +$140 +3 +0%
BFO
1956
Biltmore Family Office
North Carolina
$444K +$51K +1,089 +13%
BA
1957
Bennicas & Associates
California
$443K – – –
FA
1958
Financial Advisors
Massachusetts
$443K +$441K +9,429 New
EIC
1959
Equity Investment Corp
Georgia
$442K +$8.9K +190 +2%
I2I
1960
Insight 2811 Inc
Illinois
$440K +$468 +10 +0.1%
AWA
1961
Acorn Wealth Advisors
Michigan
$437K +$187 +4 +0%
AIS
1962
AlphaOne Investment Services
Pennsylvania
$431K -$2.13M -45,454 -83%
AFA
1963
American Financial Advisors
Georgia
$430K +$429K +9,160 New
MWM
1964
MinichMacGregor Wealth Management
New York
$430K +$436K +9,312 +468%
AF
1965
AMG Funds
Connecticut
$429K -$114K -2,426 -21%
HPIA
1966
Hamilton Point Investment Advisors
North Carolina
$429K +$8.76K +187 +2%
FFA
1967
Fragasso Financial Advisors
Pennsylvania
$428K -$2.76K -59 -0.6%
AI
1968
ArchPoint Investors
Florida
$427K – – –
HK
1969
Horizon Kinetics
New York
$427K +$2.86K +61 +0.7%
FA
1970
FCG Advisors
New Jersey
$427K +$5.48K +117 +1%
CC
1971
Cognios Capital
Kansas
$427K +$107K +2,288 +34%
VCM
1972
Vivaldi Capital Management
Illinois
$425K -$1.83K -39 -0.4%
RWM
1973
RKL Wealth Management
Pennsylvania
$424K +$2.34K +50 +0.6%
TWM
1974
Titus Wealth Management
California
$423K -$2.76K -59 -0.6%
MCM
1975
MV Capital Management
Maryland
$423K +$16K +341 +4%
77 78
79
80 81