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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Dorchester Wealth Management
Quebec, Canada
$822K +$226K +1,635 +36%
HIIFS
1652
Harel Insurance Investments & Financial Services
Israel
$821K +$182K +1,320 +27%
FCA
1653
FinTrust Capital Advisors
South Carolina
$817K +$855K +6,191 New
IC
1654
InterOcean Capital
Illinois
$816K +$29.6K +214 +4%
KFS
1655
Kurt F. Somerville
$815K -$98.1K -710 -10%
FP
1656
Foundry Partners
Minnesota
$811K -$100K -725 -11%
CA
1657
Cambridge Advisors
Nebraska
$810K -$4.7K -34 -0.6%
CIM
1658
Confluence Investment Management
Missouri
$807K -$235K -1,702 -22%
QI
1659
Qtron Investments
Massachusetts
$807K +$845K +6,115 New
SCI
1660
S&CO Inc
Massachusetts
$805K – – –
IUHSA
1661
Itau Unibanco Holding S.A.
Brazil
$799K -$9.39K -68 -1%
PSG
1662
Planning Solutions Group
Maryland
$794K +$831K +6,018 New
SGI
1663
Summit Global Investments
Utah
$793K -$59.5K -431 -7%
SAM
1664
Summit Asset Management
Tennessee
$793K – – –
SVWA
1665
Sound View Wealth Advisors
Georgia
$792K +$829K +6,003 New
FWM
1666
Foresight Wealth Management
Utah
$791K +$828K +5,997 New
ECG
1667
Edge Capital Group
Georgia
$783K +$819K +5,932 New
ACG
1668
Allen Capital Group
Nebraska
$782K +$6.63K +48 +0.9%
KC
1669
Kingfisher Capital
North Carolina
$779K +$815K +5,901 New
AAM
1670
American Asset Management
Florida
$778K +$6.91K +50 +0.9%
MFG
1671
Magnus Financial Group
New York
$775K +$811K +5,873 New
BCM
1672
Brown Capital Management
Maryland
$774K – – –
WAG
1673
Winthrop Advisory Group
Massachusetts
$773K +$14.9K +108 +2%
HPC
1674
HM Payson & Co
Maine
$772K -$21.2M -153,273 -96%
BCA
1675
Berman Capital Advisors
Georgia
$772K +$265K +1,917 +49%
65 66
67
68 69