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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1926
Lake Street Private Wealth
Illinois
$231K +$224K +1,578 New
WFA
1927
WestHill Financial Advisors
California
$231K +$224K +1,579 New
SMH
1928
Sanders Morris Harris
Texas
$230K – – –
HA
1929
Hamel Associates
New Jersey
$230K +$223K +1,573 New
TFA
1930
Trinity Financial Advisors
Ohio
$230K +$224K +1,576 New
PCG
1931
Private Capital Group
Connecticut
$229K +$2.56K +18 +1%
1WA
1932
180 Wealth Advisors
Washington
$229K +$9.79K +69 +4%
MA
1933
MJP Associates
Connecticut
$229K +$222K +1,564 New
MAM
1934
McLean Asset Management
Virginia
$229K +$222K +1,566 New
LIM
1935
Lathrop Investment Management
Arkansas
$229K +$222K +1,567 New
AIC
1936
Archer Investment Corporation
Indiana
$228K +$180K +1,270 +433%
AL
1937
ADE LLC
Maryland
$228K +$221K +1,558 New
P
1938
&Partners
Tennessee
$226K – – –
SOAMC
1939
Spirit of America Management Corp
New York
$225K -$42.4K -299 -16%
CA
1940
CGN Advisors
Kansas
$225K +$218K +1,537 New
WFA
1941
Wellspring Financial Advisors
Ohio
$225K +$219K +1,540 New
BCMO
1942
Buckingham Capital Management (Ohio)
Ohio
$224K – – –
HHAM
1943
HITE Hedge Asset Management
Massachusetts
$224K – – –
PMAM
1944
Penn Mutual Asset Management
Pennsylvania
$224K +$9.37K +66 +5%
QWM
1945
Quaker Wealth Management
New Jersey
$224K +$217K +1,530 New
LFA
1946
Legacy Financial Advisors
Kentucky
$224K +$217K +1,532 New
YIH
1947
Y-Intercept (HK)
Hong Kong
$224K +$218K +1,537 New
BC
1948
Burleson & Co
California
$223K – – –
SCA
1949
Sippican Capital Advisors
Massachusetts
$223K – – –
WLIM
1950
White Lighthouse Investment Management
Massachusetts
$223K – – –