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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
976
Beaton Management Company
Massachusetts
$887K +$17.2K +100 +2%
CA
977
Calton & Associates
Florida
$885K +$29.2K +170 +3%
CA
978
Clearstead Advisors
Ohio
$879K +$25.8K +150 +3%
LP
979
LGL Partners
Pennsylvania
$870K -$543K -3,160 -38%
CT
980
Coastline Trust
Rhode Island
$870K +$298K +1,735 +50%
GIA
981
Gladstone Institutional Advisory
Florida
$867K -$20.4K -119 -2%
LB
982
Legacy Bridge
Iowa
$865K – – –
CSIC
983
Clifford Swan Investment Counsel
California
$854K +$7.22K +42 +0.8%
MCP
984
Maso Capital Partners
Hong Kong
$850K +$874K +5,085 New
RHBC
985
R.H. Bluestein & Co
Michigan
$836K -$1.2M -7,000 -58%
AC
986
Abbrea Capital
California
$833K +$81.8K +476 +11%
SFP
987
Shepherd Financial Partners
Massachusetts
$825K -$20.4K -119 -2%
CQS
988
Credential Qtrade Securities
$819K +$229K +1,332 +37%
FFN
989
Focus Financial Network
Minnesota
$819K -$55.2K -321 -6%
TBA
990
Tower Bridge Advisors
Pennsylvania
$810K +$744K +4,330 New
APW
991
Acima Private Wealth
Virginia
$806K – – –
FUBT
992
First United Bank & Trust
Maryland
$803K -$291K -1,696 -26%
CB
993
Commerce Bank
Missouri
$802K +$20.1K +117 +3%
MHC
994
Meyer Handelman Company
New York
$801K – – –
EW
995
Evoke Wealth
California
$800K +$822K +4,781 New
WB
996
Webster Bank
Connecticut
$799K -$17.2K -100 -2%
SIGI
997
Susquehanna International Group (Ireland)
Ireland
$799K +$821K +4,779 New
CSS
998
Cubist Systematic Strategies
Connecticut
$796K +$646K +3,759 +376%
CL
999
Choreo LLC
Illinois
$793K -$258K -1,503 -24%
RIG
1000
Roosevelt Investment Group
New York
$793K – – –
38 39
40
41 42