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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1851
Scharf Investments
California
$224K +$178K +1,287 New
KWM
1852
Keebeck Wealth Management
Illinois
$223K +$178K +1,285 New
LCS
1853
Levin Capital Strategies
New York
$222K -$207K -1,500 -54%
AA
1854
AlphaMark Advisors
Kentucky
$222K – – –
PIA
1855
Pinion Investment Advisors
Kansas
$222K +$176K +1,274 New
CFA
1856
Capstone Financial Advisors
Illinois
$222K +$176K +1,275 New
GIM
1857
Grassi Investment Management
California
$222K +$176K +1,275 New
PA
1858
PSI Advisors
Florida
$221K +$176K +1,270 New
CCA
1859
Column Capital Advisors
Indiana
$220K +$49.8K +360 +40%
KCM
1860
Kanawha Capital Management
Virginia
$220K +$174K +1,261 New
MPPLM
1861
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$219K +$174K +1,257 New
RI
1862
Rudd International
Florida
$219K +$174K +1,257 New
PW
1863
Peninsula Wealth
California
$219K +$174K +1,258 New
DL
1864
DOHJ LLC
Washington
$218K +$152K +1,103 New
AIM
1865
Alhambra Investment Management
Florida
$218K +$173K +1,250 New
KS
1866
Karpas Strategies
Connecticut
$218K +$173K +1,250 New
GFS
1867
GYL Financial Synergies
Connecticut
$218K +$173K +1,252 New
MIC
1868
Meridian Investment Counsel
California
$218K +$173K +1,252 New
CWM
1869
Connecticut Wealth Management
Connecticut
$218K +$173K +1,253 New
HC
1870
Henshaw Capital
Massachusetts
$214K +$169K +1,226 New
DI
1871
DAGCO Inc
Ohio
$213K +$169K +1,220 New
UAS
1872
United Asset Strategies
New York
$213K +$169K +1,223 New
LF
1873
Lantz Financial
Illinois
$213K +$169K +1,225 New
LWM
1874
Lenox Wealth Management
Ohio
$212K +$19.1K +138 +13%
ACA
1875
Affinity Capital Advisors
California
$211K +$167K +1,209 New
73 74
75
76 77