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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
Security Asset Management
New York
$462K +$21.3K +196 +5%
ACM
1702
Advisors Capital Management
New Jersey
$462K +$151K +1,387 +55%
BCMO
1703
Buckingham Capital Management (Ohio)
Ohio
$460K -$9.04K -83 -2%
VWM
1704
Vector Wealth Management
Minnesota
$460K -$871 -8 -0.2%
NG
1705
Northstar Group
New York
$457K -$5.99K -55 -1%
IC
1706
Iconiq Capital
California
$457K +$117K +1,074 +38%
PAM
1707
Peak Asset Management
Colorado
$455K -$20.8K -191 -5%
SCA
1708
Stuart Chaussee & Associates
California
$455K -$3.27K -30 -0.8%
CBOR
1709
Community Bank of Raymore
Missouri
$454K -$131K -1,200 -24%
AWE
1710
Avidian Wealth Enterprises
Texas
$453K +$125K +1,146 +42%
MWM
1711
Modera Wealth Management
New Jersey
$453K +$168K +1,546 +67%
CA
1712
Cornerstone Advisory
Maryland
$449K -$980 -9 -0.2%
SMH
1713
Sanders Morris Harris
Texas
$447K -$227K -2,085 -35%
WMC
1714
Westwood Management Corporation
Illinois
$447K – – –
BFG
1715
Beacon Financial Group
Texas
$446K -$31.4K -288 -7%
FPCP
1716
Fort Point Capital Partners
California
$444K -$203K -1,865 -33%
AIM
1717
Advantage Investment Management
Iowa
$444K +$46.4K +426 +13%
BIM
1718
Baldwin Investment Management
Pennsylvania
$443K -$131K -1,200 -24%
HMS
1719
Hanseatic Management Services
New Mexico
$439K -$2.41M -22,119 -86%
HCM
1720
Harvest Capital Management
New Hampshire
$439K – – –
BHC
1721
Bowen Hanes & Co
Florida
$438K – – –
LIM
1722
Loudon Investment Management
New Hampshire
$436K +$12.5K +115 +3%
FDS
1723
First Dallas Securities
Texas
$435K -$148K -1,355 -27%
RW
1724
REDW Wealth
New Mexico
$434K +$401K +3,685 New
IAS
1725
IMA Advisory Services
Colorado
$432K -$273K -2,505 -41%
67 68
69
70 71