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