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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1301
Fernwood Investment Management
Massachusetts
$11.8M -$311K -529 -3%
WAM
1302
Weiss Asset Management
Massachusetts
$11.8M -$3.58M -6,103 -23%
DA
1303
DCM Advisors
New York
$11.7M +$1.73M +2,948 +17%
GL
1304
Graypoint LLC
New York
$11.7M +$446K +760 +4%
BCM
1305
Blume Capital Management
California
$11.7M -$730K -1,244 -6%
ACM
1306
Alight Capital Management
New York
$11.7M -$2.93M -5,000 -20%
MGM
1307
Miura Global Management
New York
$11.7M -$1.17M -2,000 -9%
KFBMI
1308
Kentucky Farm Bureau Mutual Insurance
Kentucky
$11.7M – – –
SMTF
1309
Sphera Management Technology Funds
Israel
$11.7M +$11.7M +20,000 New
AIM
1310
Anchor Investment Management
South Carolina
$11.7M -$66.9K -114 -0.6%
PCA
1311
Pallas Capital Advisors
Massachusetts
$11.7M +$270K +460 +2%
MIP
1312
Marietta Investment Partners
Wisconsin
$11.7M +$190K +323 +2%
AFWM
1313
AMJ Financial Wealth Management
Virginia
$11.6M -$440K -749 -4%
WIS
1314
Wright Investors Service
Connecticut
$11.6M -$2.75M -4,679 -19%
EP
1315
Essential Planning
New Hampshire
$11.6M +$11.4M +19,339 +4,405%
SEEDPG
1316
S.E.E.D. Planning Group
New York
$11.6M +$836K +1,425 +8%
UE
1317
Unisphere Establishment
Liechtenstein
$11.6M -$9.69M -16,500 -46%
QPWM
1318
Quadrant Private Wealth Management
Pennsylvania
$11.6M +$205K +350 +2%
ROC
1319
Robertson Opportunity Capital
Texas
$11.5M – – –
LIP
1320
Lighthouse Investment Partners
Florida
$11.5M -$896K -1,527 -7%
TCA
1321
Transcend Capital Advisors
New Jersey
$11.5M -$532K -907 -4%
HSA
1322
HBK Sorce Advisory
Pennsylvania
$11.4M +$1.22M +2,086 +12%
CIC
1323
Chase Investment Counsel
Virginia
$11.4M +$506K +862 +5%
WGC
1324
Watts Gwilliam & Co
Arizona
$11.4M +$4.97M +8,464 +84%
CF
1325
CNA Financial
Illinois
$11.4M -$587K -1,000 -5%
51 52
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