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Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1926
KG&L Capital Management
Louisiana
$1.65M -$391K -1,821 -19%
CIA
1927
Choate Investment Advisors
Massachusetts
$1.64M +$508K +2,368 +46%
NPA
1928
Nichols & Pratt Advisers
Massachusetts
$1.64M +$75.1K +350 +5%
AC
1929
Avestar Capital
New York
$1.64M -$102K -475 -6%
AWC
1930
Abundance Wealth Counselors
Pennsylvania
$1.63M +$30.7K +143 +2%
LC
1931
Lindbrook Capital
California
$1.63M +$650K +3,030 +67%
WIA
1932
Westbourne Investment Advisors
Maryland
$1.63M -$12.9K -60 -0.8%
ICM
1933
Intrepid Capital Management
Florida
$1.63M – – –
FPCP
1934
Fort Point Capital Partners
California
$1.62M +$16.1K +75 +1%
GC
1935
Grace Capital
Massachusetts
$1.62M +$173K +804 +12%
CC
1936
Copperleaf Capital
North Carolina
$1.62M +$106K +496 +7%
AIA
1937
Angeles Investment Advisors
California
$1.61M -$1.41M -6,548 -47%
SCP
1938
Shorepoint Capital Partners
Massachusetts
$1.61M +$16.5K +77 +1%
SSCA
1939
South Shore Capital Advisors
Massachusetts
$1.61M +$41.2K +192 +3%
MW
1940
Marcum Wealth
Ohio
$1.61M -$45.3K -211 -3%
TC
1941
TwinBeech Capital
New York
$1.61M +$1.59M +7,409 New
BOPW
1942
Brandywine Oak Private Wealth
Pennsylvania
$1.6M -$87.2K -406 -5%
BMO
1943
Beck Mack & Oliver
New York
$1.6M – – –
FPFS
1944
First Personal Financial Services
North Carolina
$1.6M +$18.9K +88 +1%
PFG
1945
Peterson Financial Group
Iowa
$1.6M +$1.58M +7,366 New
MFP
1946
Meridian Financial Partners
Virginia
$1.59M +$120K +558 +8%
SPWM
1947
Schrum Private Wealth Management
Florida
$1.59M +$1.58M +7,352 New
AWG
1948
Altus Wealth Group
Colorado
$1.59M -$1.93K -9 -0.1%
TI
1949
Trexquant Investment
Connecticut
$1.58M -$3.2M -14,913 -67%
SM
1950
Sciencast Management
New Jersey
$1.58M +$1.24M +5,783 +443%
76 77
78
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