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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
Ashford Capital Management
Delaware
$259K – – –
NB
927
NBT Bank
New York
$259K +$243K +1,500 New
HK
928
Horizon Kinetics
New York
$257K – – –
FIM
929
Foresters Investment Management
New York
$256K -$32.9K -203 -12%
KF
930
Krilogy Financial
Missouri
$256K +$65.3K +403 +37%
FLI
931
Family Legacy Inc
South Carolina
$254K -$417K -2,570 -64%
BRF
932
B. Riley Financial
California
$251K +$236K +1,455 New
SWA
933
SFMG Wealth Advisors
Texas
$248K +$233K +1,437 New
FHA
934
First Horizon Advisors
Tennessee
$247K -$15.6K -96 -6%
SFP
935
Shepherd Financial Partners
Massachusetts
$247K +$223K +1,373 New
WA
936
Waverly Advisors
Alabama
$246K -$32.4K -200 -12%
SCM
937
Stevens Capital Management
Pennsylvania
$246K +$231K +1,425 New
EWM
938
Edge Wealth Management
New York
$242K +$16.2K +100 +8%
WA1
939
Wimmer Associates 1
California
$242K +$227K +1,400 New
CTC
940
Central Trust Company
Missouri
$236K +$26.9K +166 +14%
WDL
941
Well Done LLC
Michigan
$234K +$220K +1,355 New
WB
942
Webster Bank
Connecticut
$233K -$4.05K -25 -2%
KIA
943
KCM Investment Advisors
California
$231K -$52.7K -325 -20%
RCM
944
RNC Capital Management
California
$230K +$216K +1,330 New
FA
945
FCG Advisors
New Jersey
$229K +$214K +1,323 New
MCP
946
Mirador Capital Partners
California
$228K -$19.5K -120 -8%
FM
947
Family Management
New York
$227K +$213K +1,315 New
CCM
948
Carlson Capital Management
Minnesota
$227K +$213K +1,316 New
FTIOP
949
Fiduciary Trust International of Pennsylvania
Pennsylvania
$225K -$204K -1,260 -49%
EGA
950
E&G Advisors
Texas
$225K +$211K +1,300 New
36 37
38
39 40