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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1801
L.M. Kohn & Company
Ohio
$891K -$364K -2,244 -25%
IA
1802
Insight Advisors
Pennsylvania
$890K -$85.3K -526 -7%
ST
1803
Smithfield Trust
Pennsylvania
$887K -$31.3K -193 -3%
LCM
1804
Leisure Capital Management
California
$887K +$58.5K +361 +6%
IAM
1805
Iridian Asset Management
Connecticut
$882K – – –
AF
1806
Apexium Financial
Texas
$882K +$681K +4,203 +183%
CPWA
1807
Cerro Pacific Wealth Advisors
California
$881K -$59.5K -367 -5%
FFG
1808
Fortem Financial Group
California
$878K -$150K -923 -12%
ACM
1809
AUA Capital Management
Pennsylvania
$874K -$81.5K -503 -7%
TA
1810
Townsend & Associates
Colorado
$873K +$88.8K +548 +6%
DI
1811
Diligent Investors
California
$870K +$58.3K +360 +6%
MCC
1812
Malaga Cove Capital
California
$870K +$162K +1,001 +18%
TAM
1813
Tealwood Asset Management
Minnesota
$864K -$1.3K -8 -0.1%
BZWA
1814
Blue Zone Wealth Advisors
California
$863K -$2.13M -13,125 -67%
SLWA
1815
San Luis Wealth Advisors
California
$863K +$333K +2,055 +48%
CBFP
1816
Cedar Brook Financial Partners
Ohio
$862K -$56.6K -349 -5%
PCM
1817
Parsons Capital Management
Rhode Island
$861K +$141K +868 +16%
SF
1818
Symphony Financial
Texas
$858K +$80.9K +499 +9%
CCA
1819
Childress Capital Advisors
Texas
$856K -$47.7K -294 -5%
AF
1820
Affiance Financial
Minnesota
$856K -$3.24K -20 -0.3%
GSB
1821
Greenfield Savings Bank
Massachusetts
$855K +$324 +2 +0%
EFSCE
1822
Enterprise Financial Services Corp (EFSC)
Missouri
$848K -$43.9K -271 -4%
PSF
1823
Pacific Sun Financial
California
$847K -$21.6K -133 -2%
FCAG
1824
First Capital Advisors Group
New Jersey
$847K +$159K +978 +19%
B
1825
Barings
North Carolina
$846K -$1.11M -6,861 -52%
71 72
73
74 75