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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1226
Kestra Investment Management
Texas
$349K +$10.5K +40 +3%
BPWM
1227
BCS Private Wealth Management
New Jersey
$348K – – –
ECM
1228
Estabrook Capital Management
New York
$348K -$28.9K -110 -8%
CI
1229
Conning Inc
Connecticut
$348K -$3.15K -12 -1%
RC
1230
Roundview Capital
New Jersey
$347K -$26.3K -100 -8%
KRW
1231
Kaufman Rossin Wealth
Florida
$347K -$5.51K -21 -2%
HI
1232
Hendershot Investments
Virginia
$345K -$2.89K -11 -0.9%
WG
1233
Wealth Group
North Carolina
$344K +$313K +1,190 New
PT
1234
Plimoth Trust
Massachusetts
$344K – – –
IRAG
1235
Investment Research & Advisory Group
Georgia
$344K +$1.84K +7 +0.6%
USGIU
1236
U.S. Global Investors (USGI)
Texas
$343K -$15.8K -60 -5%
FIA
1237
FNY Investment Advisers
New York
$342K +$259K +988 +499%
NHT
1238
New Hampshire Trust
New Hampshire
$341K -$32.8K -125 -10%
CGL
1239
Clarius Group LLC
Washington
$338K -$1.05K -4 -0.3%
GF
1240
Gabelli Funds
New York
$338K -$76.2K -290 -20%
SWA
1241
Sax Wealth Advisors
New Jersey
$338K +$307K +1,170 New
MM
1242
Meridian Management
Arkansas
$337K – – –
CCAM
1243
Cascades Capital Asset Management
North Carolina
$337K -$41.5K -158 -12%
3IP
1244
3Chopt Investment Partners
Virginia
$337K +$3.94K +15 +1%
SCM
1245
Spring Capital Management
Texas
$337K – – –
AWM
1246
Avior Wealth Management
Nebraska
$337K +$1.05K +4 +0.3%
VA
1247
VestGen Advisors
Illinois
$336K +$20.5K +78 +7%
PCS
1248
Personal CFO Solutions
New Jersey
$334K +$61.7K +235 +25%
WI
1249
Wedgewood Investors
Pennsylvania
$334K – – –
PF
1250
Penney Financial
Texas
$332K – – –
48 49
50
51 52