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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1676
AllSquare Wealth Management
New York
$767K -$10.3K -58 -1%
EFSCE
1677
Enterprise Financial Services Corp (EFSC)
Missouri
$765K -$41.7K -236 -5%
KFA
1678
Kelleher Financial Advisors
New York
$764K +$243K +1,377 +47%
TCM
1679
Tuttle Capital Management
Connecticut
$761K -$1.11M -6,263 -59%
TL
1680
TrueWealth LLC
Georgia
$761K +$762K +4,311 New
CPIA
1681
Cornell Pochily Investment Advisors
New York
$760K +$207K +1,170 New
SCA
1682
STALEY CAPITAL ADVISERS
Pennsylvania
$759K -$79.5K -450 -9%
FDS
1683
First Dallas Securities
Texas
$759K -$70.7K -400 -9%
NHC
1684
Nicholas Hoffman & Company
Georgia
$758K +$38.9K +220 +5%
CAW
1685
Cornerstone Advisors (Washington)
Washington
$756K -$69.1K -391 -8%
RMC
1686
Regis Management Company
California
$754K +$87.7K +496 +13%
PT
1687
Plimoth Trust
Massachusetts
$753K +$754K +4,268 New
CIA
1688
Choate Investment Advisors
Massachusetts
$746K -$228K -1,290 -23%
NCM
1689
Northstar Capital Management
New York
$736K +$737K +4,172 New
ZAM
1690
Zevin Asset Management
Massachusetts
$734K -$167K -945 -19%
NWS
1691
Newport Wealth Strategies
California
$734K +$695K +3,930 New
XS
1692
XML Securities
Maryland
$731K +$732K +4,141 New
PBO
1693
Peoples Bank (Ohio)
Ohio
$727K – – –
GC
1694
Garde Capital
Washington
$721K +$12.4K +70 +2%
GCMG
1695
Gyroscope Capital Management Group
Florida
$717K +$343K +1,938 +91%
TWA
1696
TCI Wealth Advisors
Arizona
$714K +$29.7K +168 +4%
QPWM
1697
Quadrant Private Wealth Management
Pennsylvania
$713K +$714K +4,040 New
CHAM
1698
Clear Harbor Asset Management
Connecticut
$711K +$2.47K +14 +0.3%
HK
1699
Horizon Kinetics
New York
$710K +$27.2K +154 +4%
AF
1700
Allworth Financial
California
$707K +$19.8K +112 +3%
66 67
68
69 70