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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
826
Capital Asset Advisory Services
Michigan
$447K +$80.1K +2,172 +24%
LCP
827
Legacy Capital Partners
Wisconsin
$446K -$328K -8,905 -44%
PCM
828
Palisade Capital Management
New Jersey
$446K -$252K -6,841 -38%
WANY
829
Wealthspire Advisors (New York)
New York
$445K +$410K +11,135 New
AWA
830
Arete Wealth Advisors
Illinois
$444K +$16.2K +439 +4%
RGC
831
Roberts, Glore & Co
Illinois
$442K -$1.84K -50 -0.5%
AF
832
Arrow Financial
New York
$440K +$18.9K +512 +5%
AFM
833
Abbot Financial Management
Massachusetts
$438K -$101K -2,750 -20%
EF
834
Empirical Finance
Pennsylvania
$438K +$70.4K +1,911 +21%
II
835
Inspire Investing
Idaho
$437K +$403K +10,924 New
ARTA
836
A.R.T. Advisors
New York
$436K +$402K +10,900 New
VCM
837
Virtue Capital Management
Tennessee
$435K -$173K -4,685 -30%
AF
838
Advisornet Financial
Minnesota
$435K -$16.5K -447 -4%
EHC
839
Everett Harris & Co
California
$435K +$7.74K +210 +2%
FF
840
FourThought Financial
Florida
$434K +$401K +10,872 New
NSIM
841
North Star Investment Management
Illinois
$432K -$108K -2,923 -21%
AC
842
Athanor Capital
New York
$432K +$399K +10,814 New
COF
843
Capital One Financial
Virginia
$431K -$398K -10,788 -50%
DAS
844
Dynamic Advisor Solutions
Arizona
$431K -$65.8K -1,786 -14%
PTC
845
Private Trust Company
Ohio
$431K -$3.06K -83 -0.8%
HIIFS
846
Harel Insurance Investments & Financial Services
Israel
$430K – – –
VFA
847
Valeo Financial Advisors
Indiana
$428K +$126K +3,409 +47%
ACA
848
Anchor Capital Advisors
Massachusetts
$427K -$9.4K -255 -2%
DBIA
849
Dumont & Blake Investment Advisors
New Jersey
$427K -$3.98K -108 -1%
ECM
850
Evergreen Capital Management
Washington
$427K +$76.4K +2,073 +24%
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