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Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
1251
Guardian Life Insurance
New York
$781K +$201K +7,453 +33%
QCI
1252
Quaker Capital Investments
Pennsylvania
$777K -$5.4K -200 -0.7%
JFA
1253
JNBA Financial Advisors
Minnesota
$777K – – –
HSA
1254
HBK Sorce Advisory
Pennsylvania
$776K +$19.8K +734 +3%
BAM
1255
Brave Asset Management
New Jersey
$765K -$192K -7,100 -20%
NFG
1256
Next Financial Group
Texas
$762K +$148K +5,487 +23%
MMPW
1257
Mitchell McLeod Pugh & Williams
Alabama
$757K -$8.1K -300 -1%
FDS
1258
First Dallas Securities
Texas
$753K -$111K -4,122 -13%
AHS
1259
Aspiriant Holdings S3
California
$750K -$86.6K -3,208 -10%
MCC
1260
Malaga Cove Capital
California
$744K +$769K +28,461 New
NIM
1261
Northeast Investment Management
Massachusetts
$740K -$2K -74 -0.3%
CA
1262
Corrado Advisors
New Jersey
$737K -$2.7K -100 -0.4%
GIA
1263
Granite Investment Advisors
New Hampshire
$736K -$24.3K -900 -3%
LIC
1264
Lodestar Investment Counsel
Illinois
$735K +$27.7K +1,024 +4%
SCM
1265
Stellar Capital Management
Arizona
$735K +$31.6K +1,169 +4%
EWM
1266
Endurance Wealth Management
Rhode Island
$734K +$155K +5,740 +28%
TYCC
1267
Texas Yale Capital Corp
Florida
$733K – – –
AP
1268
AHL Partners
United Kingdom
$729K -$202K -7,498 -21%
BHBT
1269
Burke & Herbert Bank & Trust
Virginia
$726K +$115K +4,255 +18%
BP
1270
Ballentine Partners
Massachusetts
$714K +$52.9K +1,960 +8%
GAG
1271
GM Advisory Group
New York
$712K +$72.5K +2,685 +11%
AIM
1272
Advantage Investment Management
Iowa
$707K -$132K -4,882 -15%
PFO
1273
Pathstone Family Office
New Jersey
$706K +$727K +26,919 New
CHAM
1274
Clear Harbor Asset Management
Connecticut
$701K +$14.9K +552 +2%
WA
1275
WBH Advisory
Maryland
$700K -$16.1K -598 -2%
49 50
51
52 53