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Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1601
Karpus Investment Management
New York
$274K
EGA
1602
E&G Advisors
Texas
$273K -$38.3K -400 -12%
WA
1603
Wealth Architects
California
$272K -$1.82K -19 -0.6%
CM
1604
Cornerstone Management
Georgia
$272K +$10.2K +106 +4%
LWA
1605
Lowe Wealth Advisors
Maryland
$271K +$10.2K +106 +4%
BFM
1606
Boothbay Fund Management
New York
$271K +$62.1K +649 +29%
AWA
1607
Arete Wealth Advisors
Illinois
$270K +$5.17K +54 +2%
EP
1608
Edgestream Partners
New Jersey
$270K +$27.1K +283 +11%
CAMG
1609
CWA Asset Management Group
Florida
$269K -$19.8K -207 -7%
CHA
1610
Cedar Hill Associates
Illinois
$269K
BRF
1611
B. Riley Financial
California
$264K +$34K +355 +14%
MGIA
1612
Moneta Group Investment Advisors
Missouri
$260K
ACM
1613
Alta Capital Management
Utah
$255K -$1.82K -19 -0.7%
FCH
1614
Freestone Capital Holdings
Washington
$254K +$262K +2,740 New
FVCM
1615
F&V Capital Management
Florida
$251K
SCI
1616
S&CO Inc
Massachusetts
$251K
SIC
1617
Sigma Investment Counselors
Michigan
$250K -$19.1K -199 -7%
FM
1618
Family Management
New York
$250K
AW
1619
Alpha Windward
Massachusetts
$250K +$1.44K +15 +0.6%
HCM
1620
HM Capital Management
Missouri
$248K +$1.44K +15 +0.6%
ACM
1621
Armbruster Capital Management
New York
$246K +$9.58K +100 +4%
CBOR
1622
Community Bank of Raymore
Missouri
$246K +$9.58K +100 +4%
DSA
1623
Davis Selected Advisers
Arizona
$244K +$1.92K +20 +0.8%
CCA
1624
Clearwater Capital Advisors
Illinois
$243K +$34.2K +357 +16%
CA
1625
Capital Advantage
California
$242K -$18.8K -196 -7%