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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1901
Finer Wealth Management
Massachusetts
$642K +$60 +1 +0%
WIC
1902
Wilkins Investment Counsel
Massachusetts
$642K -$6.04K -100 -1%
PVH
1903
Psagot Value Holdings
Israel
$641K +$79.7K +1,320 +15%
MFS
1904
Mirabella Financial Services
United Kingdom
$641K +$261K +4,321 +75%
MC
1905
Middleton & Co
Massachusetts
$641K – – –
LCM
1906
Linker Capital Management
Kentucky
$640K – – –
JFG
1907
Jefferies Financial Group
New York
$639K +$606K +10,040 New
IWA
1908
Icon Wealth Advisors
Texas
$638K +$16.2K +269 +3%
KPWG
1909
KFA Private Wealth Group
Virginia
$638K +$23.6K +391 +4%
CNB
1910
Camden National Bank
Maine
$637K -$30.9K -512 -5%
RVM
1911
Robinson Value Management
Texas
$636K – – –
DU
1912
Delphia (USA)
Ontario, Canada
$636K -$149K -2,469 -20%
V
1913
ViaWealth
Kansas
$636K +$613K +10,151 New
AWAP
1914
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$635K -$39.7K -657 -6%
MFWP
1915
Mosaic Family Wealth Partners
Missouri
$634K +$602K +9,967 New
SPWM
1916
Schrum Private Wealth Management
Florida
$634K -$44.6K -739 -7%
GHAM
1917
Gilman Hill Asset Management
Connecticut
$632K -$92.8K -1,538 -13%
AI
1918
Accredited Investors
Minnesota
$632K -$39.2K -649 -6%
VI
1919
Versor Investments
New York
$629K -$1.45M -24,000 -71%
HWP
1920
Highline Wealth Partners
California
$629K +$181 +3 +0%
SHWM
1921
Silicon Hills Wealth Management
Texas
$628K -$9.18K -152 -2%
SIM
1922
SSI Investment Management
California
$625K -$543 -9 -0.1%
KOC
1923
Koss-Olinger Consulting
Florida
$625K -$511K -8,469 -46%
AIC
1924
Archer Investment Corporation
Indiana
$624K +$724 +12 +0.1%
LAM
1925
L2 Asset Management
Massachusetts
$624K +$70.9K +1,175 +14%
75 76
77
78 79