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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1926
Dorchester Wealth Management
Quebec, Canada
$247K +$22.5K +169 +12%
RWA
1927
Redhawk Wealth Advisors
Minnesota
$246K -$87.9K -661 -25%
DWM
1928
Dakota Wealth Management
Florida
$246K +$263K +1,976 New
BCM
1929
BTC Capital Management
Iowa
$245K – – –
APW
1930
Aurora Private Wealth
New Jersey
$243K +$399 +3 +0.2%
WE
1931
Wealth Effects
Massachusetts
$242K +$399 +3 +0.2%
RBFC
1932
Roman Butler Fullerton & Co
Missouri
$242K +$16.2K +122 +7%
BDF
1933
Balasa Dinverno & Foltz
$241K -$405K -3,046 -61%
GP
1934
Girard Partners
Pennsylvania
$241K -$83.6K -629 -25%
SSWM
1935
Sheets Smith Wealth Management
North Carolina
$241K -$68.2K -513 -21%
FMI
1936
F/M Investments
District of Columbia
$241K +$77.7K +584 +43%
KCM
1937
Kathmere Capital Management
Pennsylvania
$240K -$1.73K -13 -0.7%
FHB
1938
First Hawaiian Bank
Hawaii
$239K -$32.3K -243 -11%
AA
1939
Aufman Associates
Pennsylvania
$239K -$3.19K -24 -1%
FNBOSM
1940
First National Bank of South Miami
Florida
$239K -$798 -6 -0.3%
DU
1941
Delphia (USA)
Ontario, Canada
$239K +$69.3K +521 +37%
FCFC
1942
First Commonwealth Financial Corp
Pennsylvania
$238K -$26.9K -202 -10%
FW
1943
FirstPurpose Wealth
Utah
$238K +$254K +1,912 New
WAM
1944
WNY Asset Management
New York
$237K -$106K -794 -30%
HKAM
1945
Horizon Kinetics Asset Management
New York
$237K – – –
SPP
1946
Single Point Partners
Massachusetts
$236K -$2.39K -18 -0.9%
SCA
1947
Scott Capital Advisors
Oregon
$236K +$73K +549 +41%
OMIC
1948
Old Mission Investment Co
Michigan
$235K -$1.73K -13 -0.7%
SA
1949
Sicart Associates
New York
$235K -$278K -2,093 -53%
JSW
1950
Journey Strategic Wealth
New Jersey
$234K -$94K -707 -27%