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Name Holding Trade Value Shares
Change
Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$323K +$1.55K +8 +0.5%
HKAM
727
Horizon Kinetics Asset Management
New York
$323K +$2.91K +15 +0.9%
ATPW
728
Ashton Thomas Private Wealth
Arizona
$318K +$13K +67 +4%
FFS
729
Founders Financial Securities
Maryland
$317K +$80.6K +416 +34%
WB
730
WesBanco Bank
West Virginia
$316K -$13.8K -71 -4%
SSA
731
South Street Advisors
New York
$316K – – –
PAM
732
Palisade Asset Management
Minnesota
$310K – – –
RMSCM
733
R.M. Sincerbeaux Capital Management
New York
$310K – – –
GP
734
Geneva Partners
Wisconsin
$310K +$310K +1,600 New
GLI
735
Guardian Life Insurance
New York
$306K -$1.36K -7 -0.4%
NWP
736
Northstar Wealth Partners
Connecticut
$306K – – –
FFC
737
First Financial Corp
Indiana
$303K -$3.88K -20 -1%
KFC
738
Klingenstein Fields & Co
New York
$302K – – –
HPWM
739
Highland Private Wealth Management
Washington
$301K +$56.4K +291 +23%
Bessemer Group
740
Bessemer Group
New Jersey
$295K +$17.8K +92 +6%
AWM
741
Altium Wealth Management
New York
$295K +$24.8K +128 +9%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$294K +$43.4K +224 +17%
SFS
743
Sowell Financial Services
Arkansas
$293K +$293K +1,513 New
BIM
744
Bridges Investment Management
Nebraska
$292K -$38.7K -200 -12%
AP
745
Atwood & Palmer
Missouri
$291K – – –
BHA
746
Beech Hill Advisors
New York
$291K – – –
AWM
747
AllSquare Wealth Management
New York
$290K – – –
PB
748
Pinnacle Bancorp
Nebraska
$287K +$6.78K +35 +2%
MCM
749
Mitchell Capital Management
Kansas
$282K +$282K +1,457 New
PS
750
Portfolio Solutions
Michigan
$281K +$281K +1,452 New