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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1501
Capital Wealth Planning
Florida
$345K +$115K +1,330 +37%
HKAM
1502
Horizon Kinetics Asset Management
New York
$344K -$487K -5,611 -53%
CCA
1503
Cobblestone Capital Advisors
New York
$344K -$126K -1,452 -23%
WDA
1504
Wendell David Associates
New Hampshire
$344K -$6.07K -70 -1%
CBTWT
1505
Community Bank & Trust (Waco, Texas)
Texas
$343K -$12.5K -144 -3%
DWM
1506
Drive Wealth Management
Utah
$341K -$163K -1,881 -28%
HSA
1507
HBK Sorce Advisory
Pennsylvania
$341K -$147K -1,699 -26%
DWM
1508
Dakota Wealth Management
Florida
$341K -$954 -11 -0.2%
MFC
1509
Mechanics Financial Corp
Ohio
$341K +$4.34K +50 +1%
DCM
1510
Dupont Capital Management
Delaware
$340K +$75.4K +869 +22%
RWA
1511
Ropes Wealth Advisors
Massachusetts
$339K +$9.54K +110 +2%
APA
1512
Astoria Portfolio Advisors
New York
$339K +$421K +4,858 New
LC
1513
Lindbrook Capital
California
$338K +$110K +1,265 +35%
CF
1514
Copperwynd Financial
Arizona
$337K -$49.6K -572 -11%
DBIA
1515
Dumont & Blake Investment Advisors
New Jersey
$337K +$7.37K +85 +2%
FFS
1516
Founders Financial Securities
Maryland
$335K +$15.9K +183 +4%
DIM
1517
DC Investments Management
Virginia
$335K +$416K +4,794 New
MTC
1518
McDaniel Terry & Co
Texas
$334K -$21.7K -250 -5%
BIM
1519
Baldwin Investment Management
Pennsylvania
$334K +$49K +565 +13%
IC
1520
Intersect Capital
California
$333K -$51.5K -594 -11%
PPW
1521
Parcion Private Wealth
Washington
$333K -$14.1K -162 -4%
CPSC
1522
Carl P. Sherr & Co
Massachusetts
$329K – – –
AI
1523
Accredited Investors
Minnesota
$328K -$9.2K -106 -2%
PWA
1524
Physician Wealth Advisors
Utah
$328K +$23.3K +268 +8%
WMA
1525
Wealth Management Associates
New Jersey
$328K -$85.4K -984 -17%
59 60
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