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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1776
Lipe & Dalton
New York
$160K +$136K +16,800 New
ICM
1777
Islay Capital Management
Texas
$155K +$12.9K +1,600 +11%
SWM
1778
Sugarloaf Wealth Management
Georgia
$154K
PCC
1779
Park Circle Company
Maryland
$152K -$97.1K -12,000 -43%
SFSIG
1780
San Francisco Sentry Investment Group
California
$149K -$57.9K -7,160 -31%
Cohen & Steers
1781
Cohen & Steers
New York
$147K -$10.7K -1,320 -8%
BWM
1782
BerganKDV Wealth Management
Minnesota
$147K -$3.88K -480 -3%
LWM
1783
Liberty Wealth Management
California
$145K -$9.06K -1,120 -7%
TFO
1784
Tarbox Family Office
California
$141K -$3.56K -440 -3%
TCM
1785
Tanaka Capital Management
New York
$141K
SLF
1786
Sun Life Financial
Ontario, Canada
$139K +$1.94K +240 +2%
LTI
1787
Laffer Tengler Investments
Tennessee
$138K +$117K +14,480 New
BC
1788
Belmont Capital
California
$137K
SC
1789
Solstein Capital
California
$137K
RWA
1790
Ropes Wealth Advisors
Massachusetts
$136K +$10.7K +1,320 +10%
MHR
1791
Matthew Hamilton Rosenberg
$134K
ST
1792
Sageworth Trust
Pennsylvania
$131K +$112K +13,800 New
FP
1793
Financial Perspectives
Minnesota
$131K
AAP
1794
Arax Advisory Partners
Colorado
$127K +$10.4K +1,280 +11%
BFIM
1795
Beese Fulmer Investment Management
Ohio
$127K +$108K +13,360 New
ACA
1796
Atlas Capital Advisors
Wyoming
$125K +$106K +13,120 New
PFO
1797
Pathstone Family Office
New Jersey
$122K -$9.38K -1,160 -8%
EWM
1798
Elmwood Wealth Management
California
$117K +$77K +9,520 +340%
AIM
1799
Anchor Investment Management
South Carolina
$114K +$32.7K +4,040 +51%
BCM
1800
Birch Capital Management
Texas
$114K +$324 +40 +0.3%