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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
701
Roundview Capital
New Jersey
$786K -$70.7K -1,185 -8%
HIIFS
702
Harel Insurance Investments & Financial Services
Israel
$784K -$500K -8,384 -38%
AWM
703
Altium Wealth Management
New York
$783K -$167K -2,796 -17%
KA
704
Kovack Advisors
Florida
$783K -$109K -1,832 -12%
DMBA
705
Deseret Mutual Benefit Administrators
Utah
$781K -$135K -2,268 -14%
H
706
HoyleCohen
California
$780K -$65.4K -1,096 -7%
DJSG
707
D.J. St. Germain
Massachusetts
$779K -$237K -3,966 -22%
FTDI
708
First Trust Direct Indexing
Massachusetts
$779K +$223K +3,736 +38%
CCM
709
Chilton Capital Management
Texas
$777K +$1.79K +30 +0.2%
S
710
SignatureFD
Georgia
$776K +$151K +2,539 +23%
CCA
711
Cobblestone Capital Advisors
New York
$775K -$4.3K -72 -0.5%
KA
712
Klingman & Associates
New York
$775K +$8.05K +135 +1%
CA
713
Commerzbank Aktiengesellschaft
Germany
$773K +$72.7K +1,218 +10%
OPS
714
Orion Portfolio Solutions
Nebraska
$770K +$81.4K +1,364 +11%
CPIG
715
Chicago Partners Investment Group
Illinois
$769K +$9.13K +153 +0.9%
UCI
716
Uncommon Cents Investing
Wisconsin
$769K +$805K +13,492 New
FLI
717
Family Legacy Inc
South Carolina
$767K +$43.9K +736 +6%
VRM
718
Vectors Research Management
New York
$766K -$28.3K -475 -3%
ISL
719
Ingalls & Snyder LLC
New York
$763K +$147K +2,456 +22%
OPCM
720
Osborne Partners Capital Management
California
$762K -$34.3K -575 -4%
SP
721
Symmetry Partners
Connecticut
$762K – – –
AWA
722
Arete Wealth Advisors
Illinois
$759K -$283K -4,740 -26%
NSAM
723
North Star Asset Management
Wisconsin
$758K -$4.06K -68 -0.5%
WSC
724
Wellington Shields & Co
New York
$758K +$180K +3,024 +29%
MIM
725
MTM Investment Management
South Carolina
$757K -$5.97K -100 -0.7%
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