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Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
651
Horizon Kinetics Asset Management
New York
$422K +$378K +18,262 New
IB
652
Intrust Bank
Kansas
$418K +$3.44K +166 +0.9%
CD
653
Chapin Davis
Maryland
$412K
FFM
654
Forum Financial Management
Illinois
$410K
KJHP
655
K.J. Harrison & Partners
Ontario, Canada
$409K
VV
656
Verity & Verity
South Carolina
$405K +$78.4K +3,783 +28%
IFS
657
Ifrah Financial Services
Arkansas
$404K -$7.31K -353 -2%
BIA
658
Beacon Investment Advisors
Maryland
$404K -$7.21K -348 -2%
DC
659
Diametric Capital
Massachusetts
$402K -$54K -2,605 -13%
MA
660
Mutual Advisors
Nebraska
$399K -$331K -15,987 -48%
FIM
661
Freedom Investment Management
Connecticut
$395K -$25.8K -1,245 -7%
MAS
662
Meeder Advisory Services
Ohio
$395K +$49.9K +2,408 +16%
BFIM
663
Beese Fulmer Investment Management
Ohio
$389K -$5.49K -265 -2%
EWS
664
Evergreen Wealth Solutions
Pennsylvania
$387K -$45.7K -2,204 -12%
ESB
665
Essex Savings Bank
Connecticut
$387K -$45.7K -2,206 -12%
LS
666
Livforsakringsbolaget Skandia
Sweden
$385K +$257K +12,382 +292%
CANC
667
Culbertson A N & Co
Virginia
$377K +$97.4K +4,700 +41%
SC
668
Schulhoff & Co
Ohio
$376K -$518 -25 -0.2%
KWA
669
Kingswood Wealth Advisors
California
$376K -$6.49K -313 -2%
NWWA
670
New Wave Wealth Advisors
Arkansas
$375K +$36.7K +1,770 +12%
HOWA
671
Heritage Oak Wealth Advisors
Florida
$375K +$336K +16,229 New
SMA
672
Sage Mountain Advisors
Georgia
$375K +$65.9K +3,181 +24%
MPM
673
MBB Public Markets
Illinois
$375K -$2.51M -121,216 -88%
PWM
674
Perigon Wealth Management
California
$372K -$40.4K -1,948 -11%
BSTWA
675
Blake Schutter Theil Wealth Advisors
Ohio
$370K +$332K +16,005 New