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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$327K -$27.5K -820 -8%
PC
627
Permanens Capital
New York
$326K +$317K +9,472 New
HKAM
628
Horizon Kinetics Asset Management
New York
$326K -$671K -20,048 -68%
ERIC
629
Eagle Rock Investment Company
Georgia
$325K
CA
630
Crewe Advisors
Utah
$325K +$4.99K +149 +2%
SP
631
Successful Portfolios
Florida
$323K -$1.84K -55 -0.6%
4WM
632
49 Wealth Management
Texas
$322K -$83.2K -2,484 -21%
FFWA
633
FRG Family Wealth Advisors
Washington
$321K
NFSG
634
Newbridge Financial Services Group
Florida
$319K +$301 +9 +0.1%
RCAG
635
Rehmann Capital Advisory Group
Michigan
$318K +$16.9K +506 +6%
EWA
636
Exencial Wealth Advisors
Oklahoma
$317K -$22.2K -664 -7%
HSA
637
HBK Sorce Advisory
Pennsylvania
$317K -$1.1K -33 -0.3%
PCM
638
Perkins Capital Management
Minnesota
$317K
SOS
639
Silver Oak Securities
Tennessee
$315K +$138K +4,126 +82%
SFI
640
SPC Financial Inc
Maryland
$315K
ISL
641
Ingalls & Snyder LLC
New York
$314K -$3.35K -100 -1%
AWA
642
Arete Wealth Advisors
Illinois
$314K +$636 +19 +0.2%
FSG
643
Financial Strategies Group
Michigan
$314K
SAM
644
Silvercrest Asset Management
New York
$314K
WAM
645
Weinberger Asset Management
California
$314K -$87.6K -2,616 -22%
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
$313K -$111K -3,308 -27%
GP
647
Greenline Partners
New York
$313K +$61.2K +1,826 +25%
ATC
648
Argent Trust Co
Tennessee
$312K -$16.7K -500 -5%
PCIA
649
Prime Capital Investment Advisors
Kansas
$312K -$28K -835 -8%
MWM
650
Modera Wealth Management
New Jersey
$311K -$1K -30 -0.3%