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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$808K +$53.6K +662 +8%
LFAS
802
Level Four Advisory Services
Texas
$805K +$170K +2,094 +30%
CL
803
Choreo LLC
Illinois
$804K -$74.5K -920 -9%
WP
804
WealthSource Partners
California
$803K +$742K +9,163 New
HKAM
805
Horizon Kinetics Asset Management
New York
$803K -$1.7K -21 -0.2%
MIM
806
MTM Investment Management
South Carolina
$800K – – –
CI
807
CX Institutional
Indiana
$800K +$33.9K +419 +5%
CCG
808
Ceeto Capital Group
Florida
$798K -$507K -6,265 -41%
PFPT
809
Pinnacle Financial Partners (Tennessee)
Tennessee
$794K -$2.43K -30 -0.3%
OL
810
Optas LLC
Texas
$788K +$2.92K +36 +0.4%
HI
811
Harbour Investments
Wisconsin
$788K +$972 +12 +0.1%
SIA
812
Soltis Investment Advisors
Utah
$785K +$50.5K +623 +7%
KFP
813
KB Financial Partners
New Jersey
$781K +$715K +8,830 +11,177%
BST
814
Bath Savings Trust
Maine
$779K -$32.3K -399 -4%
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$779K +$276K +3,413 +62%
KA
816
KLCM Advisors
Wisconsin
$775K +$71.1K +878 +11%
PCM
817
Penserra Capital Management
California
$774K +$710K +8,762 +11,683%
FG
818
Fiduciary Group
Georgia
$774K – – –
AWM
819
Aries Wealth Management
Maine
$772K – – –
SC
820
Schulhoff & Co
Ohio
$771K +$1.46K +18 +0.2%
SPC
821
Stewart & Patten Company
California
$765K -$17.2K -213 -2%
WSCM
822
Wellington Shields Capital Management
New York
$761K +$7.61K +94 +1%
MCCP
823
Mission Creek Capital Partners
California
$761K -$107K -1,324 -13%
FNBT
824
FineMark National Bank & Trust
Florida
$761K -$810 -10 -0.1%
ISL
825
Ingalls & Snyder LLC
New York
$760K +$57.2K +706 +9%
31 32
33
34 35