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Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
976
All Terrain Financial Advisors
Minnesota
$342K – – –
LC
977
Lourd Capital
California
$342K +$16.5K +120 +5%
SP
978
SWS Partners
Ohio
$339K +$6.74K +49 +2%
ACI
979
Alpha Cubed Investments
California
$337K -$6.88K -50 -2%
AHB
980
Abner Herrman & Brock
New Jersey
$335K -$4.95K -36 -1%
HB
981
Homrich & Berg
Georgia
$335K +$33.8K +246 +11%
HK
982
Horizon Kinetics
New York
$334K -$24.1K -175 -7%
S
983
Seeyond
France
$333K +$334K +2,428 New
FFG
984
Fortem Financial Group
California
$329K +$330K +2,400 New
MFG
985
Merit Financial Group
Georgia
$325K -$7.01K -51 -2%
BOPW
986
Brandywine Oak Private Wealth
Pennsylvania
$324K +$325K +2,366 New
RCAG
987
Rehmann Capital Advisory Group
Michigan
$322K – – –
QAM
988
Questar Asset Management
Minnesota
$322K +$324K +2,352 New
PT
989
Plimoth Trust
Massachusetts
$319K +$14.4K +105 +5%
CMI
990
Clare Market Investments
Texas
$318K +$320K +2,325 New
HH
991
Hilltop Holdings
Texas
$318K +$26.4K +192 +9%
QCIG
992
Quad-Cities Investment Group
Iowa
$316K – – –
IUHSA
993
Itau Unibanco Holding S.A.
Brazil
$313K +$68.6K +499 +27%
MSR
994
Main Street Research
Connecticut
$312K -$17.5M -127,131 -98%
LSAG
995
Lake Street Advisors Group
New Hampshire
$312K +$40.9K +297 +15%
LOAMS
996
Lombard Odier Asset Management (Switzerland)
Switzerland
$311K -$411K -2,988 -57%
HCM
997
Hengehold Capital Management
Ohio
$310K +$51.2K +372 +20%
DDC
998
DF Dent & Co
Maryland
$308K +$13.8K +100 +5%
RWP
999
RWA Wealth Partners
Massachusetts
$307K -$7.15K -52 -2%
AC
1000
Abbrea Capital
California
$307K +$59.1K +430 +24%
38 39
40
41 42