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Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
2051
Lodestar Private Asset Management
California
$413K -$63.5K -348 -14%
PMSA
2052
Patrick M. Sweeney & Associates
Illinois
$412K +$18.2K +100 +5%
AL
2053
Arnhold LLC
New York
$412K -$54.7K -300 -12%
SCA
2054
Southern Capital Advisors
Tennessee
$411K -$53.8K -295 -12%
PIM
2055
Progressive Investment Management
Oregon
$410K
HI
2056
Humankind Investments
New York
$410K -$49.1K -269 -11%
KFA
2057
Kelleher Financial Advisors
New York
$409K +$391K +2,144 New
LAM
2058
Lifestyle Asset Management
Texas
$409K +$391K +2,143 New
DMKJ
2059
David M. Knott Jr
$409K
Fidelity International
2060
Fidelity International
Bermuda
$408K -$4.74K -26 -1%
Cohen & Steers
2061
Cohen & Steers
New York
$408K -$6.02K -33 -2%
TAM
2062
Tealwood Asset Management
Minnesota
$406K
CPSAC
2063
Chas P. Smith & Associates (CPS)
Florida
$406K +$29.4K +161 +8%
GWM
2064
Glass Wealth Management
Texas
$406K +$388K +2,125 New
FCA
2065
Fortis Capital Advisors
Kansas
$405K +$387K +2,123 New
PB
2066
Pinnacle Bancorp
Nebraska
$405K
SIC
2067
Sterling Investment Counsel
New York
$404K +$21.9K +120 +6%
KIG
2068
Kowal Investment Group
Wisconsin
$404K +$20.1K +110 +5%
WA
2069
Wambolt & Associates
Colorado
$403K -$116K -635 -23%
NFG
2070
Nadler Financial Group
Illinois
$403K +$6.57K +36 +2%
HFAS
2071
Hummer Financial Advisory Services
Illinois
$401K +$11.1K +61 +3%
TWM
2072
Trueblood Wealth Management
Ohio
$401K +$130K +710 +51%
SSG
2073
Summit Securities Group
New York
$401K -$1.57M -8,600 -80%
BWM
2074
Birchcreek Wealth Management
Ohio
$400K
Walleye Trading
2075
Walleye Trading
New York
$400K +$382K +2,095 New