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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1851
SOA Wealth Advisors
New York
$10.9M +$120K +443 +1%
PWPS
1852
Pinnacle Wealth Planning Services
Ohio
$10.9M +$802K +2,955 +7%
AFM
1853
Abbot Financial Management
Massachusetts
$10.9M +$13K +48 +0.1%
RFM
1854
Royal Fund Management
Florida
$10.9M +$1.07M +3,934 +10%
AT
1855
Arden Trust
Delaware
$10.9M -$368K -1,357 -3%
FC
1856
Farley Capital
New York
$10.9M +$2.48M +9,139 +28%
IWS
1857
Insight Wealth Strategies
California
$10.9M -$14.7K -54 -0.1%
MCM
1858
Morton Capital Management
California
$10.8M +$365K +1,346 +3%
BA
1859
Birinyi Associates
Connecticut
$10.8M -$190K -700 -2%
SF
1860
Symphony Financial
Texas
$10.8M -$1.44M -5,312 -11%
WA
1861
Wealth Alliance
New York
$10.8M +$3.16M +11,658 +38%
PGA
1862
Portland Global Advisors
Maine
$10.8M +$12.5K +46 +0.1%
JCM
1863
Jacobi Capital Management
Pennsylvania
$10.7M +$1.2M +4,436 +12%
MCWS
1864
McKinley Carter Wealth Services
West Virginia
$10.7M -$81.4K -300 -0.7%
LC
1865
Lindbrook Capital
California
$10.7M +$3.4M +12,535 +43%
Q
1866
QVR
California
$10.7M +$11.3M +41,595 New
SWM
1867
Silverlake Wealth Management
Vermont
$10.6M +$71.7K +264 +0.6%
BCA
1868
Bay Colony Advisors
Massachusetts
$10.6M +$251K +925 +3%
TSAM
1869
Trinity Street Asset Management
United Kingdom
$10.6M +$1.46M +5,371 +15%
PS
1870
Pensionfund Sabic
Netherlands
$10.6M -$679K -2,500 -6%
NMG
1871
New Millennium Group
Utah
$10.6M -$586K -2,158 -5%
LKIM
1872
Lawson Kroeker Investment Management
Nebraska
$10.6M +$2.71K +10 +0%
COI
1873
Connable Office Inc
Michigan
$10.6M +$916K +3,375 +9%
NL
1874
NKCFO LLC
Illinois
$10.6M – – –
MPIM
1875
McGinn Penninger Investment Management
Virginia
$10.6M -$62.4K -230 -0.6%
73 74
75
76 77