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Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
676
Horizon Kinetics Asset Management
New York
$347K – – –
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$346K +$49.2K +1,318 +17%
LA
678
Legacy Advisors
Pennsylvania
$346K +$340K +9,108 New
SMF
679
Sterling Manor Financial
New York
$341K -$4.33K -116 -1%
FSG
680
Financial Strategies Group
Michigan
$341K – – –
NCM
681
Noesis Capital Mangement
Florida
$339K +$7.47K +200 +2%
CAMG
682
CWA Asset Management Group
Florida
$338K -$21.3K -570 -6%
DWM
683
Dorchester Wealth Management
Quebec, Canada
$337K -$74.7K -2,000 -18%
CHC
684
City Holding Co
West Virginia
$337K -$374 -10 -0.1%
SXL
685
Summit X LLC
Missouri
$337K +$329K +8,811 New
KAM
686
KEB Asset Management
Illinois
$335K – – –
VWA
687
Visionary Wealth Advisors
Illinois
$334K -$11.9K -319 -3%
FCBT
688
First Citizens Bank & Trust
North Carolina
$334K -$3.03K -81 -0.9%
FCA
689
FinTrust Capital Advisors
South Carolina
$332K – – –
BFM
690
Boston Financial Management
Massachusetts
$330K – – –
MC
691
Maverick Capital
Texas
$330K +$325K +8,693 New
ATIA
692
American Trust Investment Advisors
New Hampshire
$330K – – –
CS
693
Candriam SCA
Luxembourg
$328K +$2.39K +64 New
CT
694
Coastline Trust
Rhode Island
$327K – – –
ERIC
695
Eagle Rock Investment Company
Georgia
$327K -$149K -4,000 -32%
LWM
696
Liberty Wealth Management
California
$327K +$322K +8,613 New
BAM
697
Berkshire Asset Management
Pennsylvania
$324K +$319K +8,534 New
AWA
698
Arkadios Wealth Advisors
Georgia
$324K +$319K +8,533 New
WWM
699
Windsor Wealth Management
Indiana
$322K – – –
FWP
700
FAS Wealth Partners
Kansas
$321K -$12.5K -334 -4%
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