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Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
1451
Horizon Kinetics Asset Management
New York
$2.61M -$34.4K -197 -1%
KJWM
1452
Kiley Juergens Wealth Management
Washington
$2.6M +$143K +818 +6%
OBGC
1453
O'Brien Greene & Co
Pennsylvania
$2.6M -$5.1M -29,228 -67%
LBC
1454
Lawrence B. Cohen
$2.59M +$360K +2,062 +17%
HG
1455
Herbst Group
Connecticut
$2.58M +$506K +2,900 +25%
CIP
1456
Convergence Investment Partners
Florida
$2.57M -$560K -3,207 -18%
GCA
1457
Greenwood Capital Associates
South Carolina
$2.57M -$497K -2,848 -17%
BCA
1458
Bay Colony Advisors
Massachusetts
$2.57M -$264K -1,513 -10%
MC
1459
Martin & Co
Tennessee
$2.57M +$64.7K +371 +3%
AIM
1460
AHL Investment Management
Florida
$2.57M +$22.9K +131 +0.9%
CFFP
1461
Center for Financial Planning
Michigan
$2.56M -$69.8K -400 -3%
AWC
1462
Abundance Wealth Counselors
Pennsylvania
$2.56M +$31.6K +181 +1%
MCIA
1463
Mountain Capital Investment Advisors
Colorado
$2.56M +$289K +1,657 +13%
KMWM
1464
Keudell/Morrison Wealth Management
Oregon
$2.55M -$165K -948 -6%
CIM
1465
Chapman Investment Management
California
$2.55M – – –
PFM
1466
Patton Fund Management
Texas
$2.55M -$48.2K -276 -2%
DRD
1467
Dennis R. Delaney
$2.54M – – –
TCA
1468
Trifecta Capital Advisors
Illinois
$2.53M +$2.46M +14,096 New
PMG
1469
ProVise Management Group
Florida
$2.53M +$21.1K +121 +0.9%
LC
1470
Lindbrook Capital
California
$2.53M +$172K +985 +8%
PAM
1471
Premier Asset Management
Illinois
$2.52M -$1.19M -6,811 -33%
CIA
1472
Choate Investment Advisors
Massachusetts
$2.52M +$466K +2,670 +24%
NPT
1473
Nixon Peabody Trust
Massachusetts
$2.52M +$353K +2,025 +17%
WP
1474
WealthSpring Partners
California
$2.51M -$75.4K -432 -3%
TC
1475
Telemus Capital
Michigan
$2.51M -$125K -717 -5%
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