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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1576
Dopkins Wealth Management
New York
$232K +$216K +500 New
SDJVC
1577
St. Denis J. Villere & Co
Louisiana
$232K – – –
JE
1578
JMAC Enterprises
Pennsylvania
$232K – – –
TL
1579
Tradewinds LLC
North Carolina
$231K +$243K +562 New
RIA
1580
Realta Investment Advisors
Delaware
$230K -$30.3K -70 -12%
MHC
1581
Meyer Handelman Company
New York
$230K +$215K +496 New
GIM
1582
Gold Investment Management
Alberta, Canada
$230K +$2.17K +5 +1%
PCFFS
1583
Pacific Center for Financial Services
California
$229K +$8.66K +20 +4%
CWM
1584
Circle Wealth Management
New Jersey
$229K +$213K +493 New
KLCM
1585
KG&L Capital Management
Louisiana
$228K – – –
TFF
1586
The Family Firm
Maryland
$228K – – –
NJBEST
1587
New Jersey Better Educational Savings Trust
New Jersey
$228K – – –
HIP
1588
HUB Investment Partners
Texas
$227K +$212K +490 New
ACC
1589
Acorn Creek Capital
Colorado
$227K -$866 -2 -0.4%
AC
1590
Addison Capital
Pennsylvania
$225K +$210K +485 New
SP
1591
Stonebrook Private
Michigan
$225K -$3.46K -8 -2%
TNA
1592
True North Advisors
Texas
$224K +$209K +483 New
SF
1593
Symphony Financial
Texas
$223K +$208K +481 New
ACA
1594
Anchor Capital Advisors
Massachusetts
$223K +$208K +480 New
EB
1595
Exchange Bank
California
$222K +$207K +479 New
FFBTD
1596
First Financial Bank - Trust Division
Ohio
$222K +$207K +479 New
WFA
1597
Wellspring Financial Advisors
Ohio
$222K +$207K +479 New
FCM
1598
Fourpath Capital Management
Oklahoma
$222K -$6.5K -15 -3%
MFWP
1599
Mosaic Family Wealth Partners
Missouri
$221K +$206K +476 New
LWM
1600
Laidlaw Wealth Management
New York
$221K -$712K -1,645 -78%
62 63
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65 66