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Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
1076
Landsberg Bennett & Dubbaneh
Florida
$348K +$275K +1,374 New
PP
1077
Paloma Partners
Connecticut
$346K -$4.18M -20,902 -94%
CA
1078
Clearstead Advisors
Ohio
$346K +$1K +5 +0.4%
FA
1079
FDx Advisors
Illinois
$346K +$275K +1,377 New
HB
1080
Horizon Bancorp
Indiana
$345K -$16.4K -82 -6%
RA
1081
RFG Advisory
Alabama
$344K +$273K +1,367 New
VST
1082
Van Strum & Towne
California
$343K +$273K +1,365 New
HKAM
1083
Horizon Kinetics Asset Management
New York
$342K -$95.8K -479 -26%
BEAM
1084
Baker Ellis Asset Management
Washington
$340K – – –
LSAG
1085
Lake Street Advisors Group
New Hampshire
$340K +$271K +1,353 New
VCM
1086
Vivaldi Capital Management
Illinois
$339K – – –
AOWM
1087
Alpha Omega Wealth Management
Virginia
$336K -$54.2K -271 -17%
JIC
1088
Joel Isaacson & Co
New York
$335K +$266K +1,330 New
CAM
1089
Cidel Asset Management
Ontario, Canada
$334K +$265K +1,326 New
CCM
1090
Coldstream Capital Management
Washington
$334K +$266K +1,329 New
WANY
1091
Wealthspire Advisors (New York)
New York
$334K +$266K +1,329 New
ABC
1092
Associated Banc-Corp
Wisconsin
$333K +$265K +1,325 New
BHWM
1093
Bar Harbor Wealth Management
New Hampshire
$330K +$263K +1,313 New
GCP
1094
GSA Capital Partners
United Kingdom
$330K +$263K +1,314 New
WP
1095
WealthSource Partners
California
$330K +$263K +1,314 New
CW
1096
Cabot-Wellington
Massachusetts
$328K – – –
SIM
1097
Sonora Investment Management
Arizona
$327K -$15K -75 -5%
BFM
1098
Boston Financial Management
Massachusetts
$327K – – –
WTC
1099
WhitTier Trust Company
Nevada
$327K +$10K +50 +4%
IWC
1100
Integrated Wealth Concepts
Massachusetts
$326K +$260K +1,298 New
42 43
44
45 46