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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1951
American Financial Advisors
Georgia
$397K -$15.9K -100 -4%
HKAM
1952
Horizon Kinetics Asset Management
New York
$394K +$375K +2,359 New
FMII
1953
Farmers & Merchants Investments Inc
Nebraska
$392K +$41.7K +262 +13%
BWL
1954
Bogart Wealth LLC
Virginia
$391K +$64.4K +405 +21%
NAS
1955
Nicolet Advisory Services
Wisconsin
$390K +$372K +2,337 New
BAAM
1956
Baker Avenue Asset Management
California
$389K -$120K -754 -24%
HCIA
1957
Hochman Cole Investment Advisors
Illinois
$389K -$80.3K -505 -18%
BWM
1958
Buckley Wealth Management
Nevada
$389K -$69.5K -437 -16%
ZIC
1959
ZWJ Investment Counsel
Georgia
$389K -$11.1K -70 -3%
EA
1960
Emerald Advisers
Pennsylvania
$389K – – –
BIM
1961
Beach Investment Management
Pennsylvania
$388K +$371K +2,330 New
SMFG
1962
Sumitomo Mitsui Financial Group
Japan
$387K +$220K +1,386 +146%
PV
1963
Private Vista
Illinois
$386K -$62.3K -392 -15%
GA
1964
Gateway Advisory
New Jersey
$386K -$3.02K -19 -0.8%
SP
1965
Successful Portfolios
Florida
$384K +$9.06K +57 +3%
PM
1966
Penbrook Management
New York
$383K – – –
JWA
1967
JFS Wealth Advisors
Pennsylvania
$382K -$1.59K -10 -0.4%
RW
1968
REDW Wealth
New Mexico
$381K – – –
BW
1969
Biegel & Waller
Maryland
$381K +$71.7K +451 +25%
SCM
1970
Smith Capital Management
Arkansas
$377K – – –
TFO
1971
Tarbox Family Office
California
$377K +$16.5K +104 +5%
LFA
1972
Legacy Financial Advisors
Kentucky
$377K +$90.6K +570 +34%
MSS
1973
Mitchell Sinkler & Starr
Pennsylvania
$375K -$37.4K -235 -9%
SFWA
1974
Summit Financial Wealth Advisors
Louisiana
$375K +$15.1K +95 +5%
CC
1975
Cornerstone Capital
California
$374K -$103K -645 -22%
77 78
79
80 81