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Name Holding Trade Value Shares
Change
Change in
Stake
LCS
1051
Levin Capital Strategies
New York
$296K – – –
PFBT
1052
Parkside Financial Bank & Trust
Missouri
$294K +$12.3K +251 +4%
AMIM
1053
Aull & Monroe Investment Management
Alabama
$292K -$2.05K -42 -0.7%
Ballentine Partners
1054
Ballentine Partners
Massachusetts
$292K +$50.2K +1,027 +22%
MWM
1055
Mattern Wealth Management
Kansas
$292K +$4.05K +83 +1%
TBNY
1056
Trustco Bank (New York)
New York
$291K +$25.3K +518 +10%
CPA
1057
Court Place Advisors
Maryland
$290K -$22.3K -456 -7%
AAG
1058
Armstrong Advisory Group
Massachusetts
$289K +$280K +5,740 New
SOS
1059
Silver Oak Securities
Tennessee
$288K -$98.8K -2,022 -26%
CAM
1060
Cozad Asset Management
Illinois
$288K +$279K +5,710 New
MHIC
1061
Marble Harbor Investment Counsel
Massachusetts
$287K – – –
Moneta Group Investment Advisors
1062
Moneta Group Investment Advisors
Missouri
$286K -$35.7K -731 -13%
GAA
1063
Global Assets Advisory
Florida
$286K +$5.81K +119 +2%
PFM
1064
Parsec Financial Management
North Carolina
$284K +$275K +5,639 New
WAM
1065
WNY Asset Management
New York
$283K +$275K +5,625 New
Qube Research & Technologies (QRT)
1066
Qube Research & Technologies (QRT)
United Kingdom
$283K -$576K -11,782 -68%
HVIA
1067
Hudson Valley Investment Advisors
New York
$282K +$47.5K +973 +21%
Ingalls & Snyder LLC
1068
Ingalls & Snyder LLC
New York
$281K -$89.5K -1,832 -25%
PWPS
1069
Pinnacle Wealth Planning Services
Ohio
$281K -$80.3K -1,644 -23%
AIM
1070
Athena Investment Management
California
$281K +$977 +20 +0.4%
AFP
1071
Ausdal Financial Partners
Iowa
$280K -$16.4K -336 -6%
Boothbay Fund Management
1072
Boothbay Fund Management
New York
$278K +$270K +5,525 New
LMKC
1073
L.M. Kohn & Company
Ohio
$277K -$42.2K -864 -14%
Pathstone Family Office
1074
Pathstone Family Office
New Jersey
$277K +$72.2K +1,478 +16%
TWA
1075
Talisman Wealth Advisors
New Jersey
$277K +$269K +5,498 New