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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1051
Polaris Wealth Advisory Group
California
$355K +$340K +1,920 +810%
AMCA
1052
Arthur M. Cohen & Associates
Illinois
$353K -$7.08K -40 -2%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$351K +$96.3K +544 +34%
BWM
1054
BigSur Wealth Management
Florida
$351K +$377K +2,130 New
SC
1055
Savant Capital
Illinois
$349K – – –
HK
1056
Horizon Kinetics
New York
$346K +$71.5K +404 +24%
GG
1057
Gofen & Glossberg
Illinois
$342K -$3.01K -17 -0.8%
CAW
1058
Cornerstone Advisors (Washington)
Washington
$341K +$25.5K +144 +7%
WAAG
1059
Wealth Alliance Advisory Group
Kansas
$341K +$73.4K +415 +25%
KB
1060
Kimelman & Baird
New York
$340K -$88.5K -500 -19%
MWM
1061
Merriman Wealth Management
Washington
$340K -$3.01K -17 -0.8%
AIS
1062
AlphaOne Investment Services
Pennsylvania
$338K -$1.58M -8,950 -81%
SAM
1063
Seelaus Asset Management
New Jersey
$337K -$18.8K -106 -5%
NSIM
1064
North Star Investment Management
Illinois
$335K – – –
SGAM
1065
Steinberg Global Asset Management
Florida
$334K -$248K -1,400 -41%
DC
1066
DeDora Capital
California
$331K -$1.59K -9 -0.4%
CRWM
1067
Castle Rock Wealth Management
California
$330K -$543K -3,070 -58%
FBFS
1068
First Business Financial Services
Wisconsin
$330K – – –
SNT
1069
Security National Trust
West Virginia
$330K – – –
CSA
1070
Cottage Street Advisors
Massachusetts
$329K – – –
KP
1071
Keel Point
Alabama
$329K – – –
MSE
1072
MUFG Securities EMEA
United Kingdom
$325K +$124K +700 +55%
DWM
1073
Destination Wealth Management
California
$325K +$218K +1,233 +166%
GW
1074
GW & Wade
Massachusetts
$321K – – –
SXL
1075
Summit X LLC
Missouri
$321K +$61.6K +348 +22%
41 42
43
44 45