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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
501
Tiemann Investment Advisors
California
$731K +$7.81K +100 +1%
GG
502
Gofen & Glossberg
Illinois
$727K – – –
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$723K +$45.8K +587 +7%
BFM
504
Boothbay Fund Management
New York
$718K +$715K +9,162 New
BRWA
505
B. Riley Wealth Advisors
Florida
$715K +$712K +9,112 New
BWM
506
Bernicke Wealth Management
Wisconsin
$700K +$697K +8,932 New
SBA
507
Seven Bridges Advisors
New York
$700K +$698K +8,934 New
ANRIA
508
American National Registered Investment Advisor
Texas
$691K +$689K +8,820 New
UCFA
509
United Capital Financial Advisors
Texas
$682K +$285K +3,646 +72%
MNBTD
510
Moody National Bank Trust Division
Texas
$680K +$677K +8,670 New
BAAM
511
Baker Avenue Asset Management
California
$679K -$31.2K -400 -4%
PL
512
Parkwood LLC
Ohio
$679K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$675K +$469K +6,004 +230%
FRM
514
Fox Run Management
Connecticut
$659K +$656K +8,400 New
SWP
515
Stratos Wealth Partners
Ohio
$643K +$640K +8,199 New
CCMW
516
Cypress Capital Management (Wyoming)
Wyoming
$635K – – –
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$634K +$632K +8,093 New
SLAM
518
Swiss Life Asset Management
$616K +$614K +7,859 New
ABFS
519
Appropriate Balance Financial Services
Washington
$616K +$614K +7,863 New
FFC
520
First Financial Corp
Indiana
$611K +$169K +2,160 +38%
SFI
521
SPC Financial Inc
Maryland
$611K +$609K +7,795 New
QSS
522
Quantitative Systematic Strategies
Florida
$610K -$206K -2,633 -25%
MAM
523
Mizuho Asset Management
Japan
$607K +$66.9K +857 +12%
IB
524
Intrust Bank
Kansas
$604K +$258K +3,298 +75%
HK
525
Horizon Kinetics
New York
$598K -$173K -2,215 -23%
19 20
21
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