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Name Holding Trade Value Shares
Change 		Change in
Stake
HK
1126
Horizon Kinetics
New York
$389K +$28.7K +505 +7%
RWA
1127
Ropes Wealth Advisors
Massachusetts
$387K +$23.7K +418 +6%
RIL
1128
Rothschild Investment LLC
Illinois
$385K -$17K -300 -4%
BA
1129
BKS Advisors
Michigan
$385K – – –
SA
1130
Strategic Advisors
New York
$383K -$8.46K -149 -2%
CCMG
1131
Clark Capital Management Group
Pennsylvania
$382K +$444K +7,821 New
BHWM
1132
Bar Harbor Wealth Management
New Hampshire
$377K +$85K +1,498 +24%
HCM
1133
Hengehold Capital Management
Ohio
$375K – – –
CA
1134
Clearstead Advisors
Ohio
$375K +$28.2K +497 +7%
CB
1135
Chemical Bank
Michigan
$370K -$39.2K -690 -8%
SWMG
1136
Signature Wealth Management Group
Georgia
$370K +$55.9K +985 +15%
HFA
1137
High Falls Advisors
New York
$369K -$24.6K -433 -5%
BMM
1138
Buffington Mohr McNeal
Idaho
$366K – – –
PAS
1139
Partnervest Advisory Services
California
$366K +$124K +2,187 +41%
IWA
1140
Inspirion Wealth Advisors
Illinois
$365K +$424K +7,478 New
FLPIM
1141
F.L. Putnam Investment Management
Massachusetts
$364K -$273K -4,811 -39%
BWM
1142
Buckley Wealth Management
Nevada
$364K -$117K -2,070 -22%
DWM
1143
Darwin Wealth Management
Florida
$361K – – –
FBA
1144
Front Barnett Associates
Illinois
$360K -$2.84K -50 -0.7%
PP
1145
PagnatoKarp Partners
Virginia
$358K +$238K +4,202 +134%
PFS
1146
Physicians Financial Services
North Carolina
$354K +$5.62K +99 +1%
GIA
1147
GHP Investment Advisors
Colorado
$353K +$10.7K +189 +3%
ANRIA
1148
American National Registered Investment Advisor
Texas
$351K – – –
BWM
1149
BerganKDV Wealth Management
Minnesota
$351K +$53.7K +946 +15%
BIA
1150
Bigelow Investment Advisors
Maine
$349K +$24.1K +425 +6%
44 45
46
47 48