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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1326
Tortoise Investment Management
New York
$646K – – –
CBT
1327
Capital Bank & Trust
California
$646K +$118K +691 +21%
IWM
1328
IHT Wealth Management
Illinois
$646K +$188K +1,099 +39%
TFO
1329
Tarbox Family Office
California
$638K -$683 -4 -0.1%
EM
1330
Excalibur Management
Massachusetts
$637K +$24.9K +146 +4%
SBWM
1331
Sunflower Bank Wealth Management
Arizona
$636K – – –
FDCC
1332
Foster Dykema Cabot & Co
Massachusetts
$634K +$2.9K +17 +0.5%
JMFC
1333
J.M. Forbes & Co
Massachusetts
$629K -$8.19K -48 -1%
CCA
1334
Conestoga Capital Advisors
Pennsylvania
$628K – – –
MF
1335
Magnetar Financial
Illinois
$627K +$363K +2,128 +126%
MC
1336
Middleton & Co
Massachusetts
$624K -$105K -616 -14%
CCM
1337
Cribstone Capital Management
Maine
$624K +$41.1K +241 +7%
CHAM
1338
Clear Harbor Asset Management
Connecticut
$623K -$36.7K -215 -5%
PAS
1339
Park Avenue Securities
New York
$622K +$204K +1,193 +46%
SCI
1340
Stableford Capital II
Arizona
$618K +$39.9K +234 +7%
HCM
1341
Harvest Capital Management
New Hampshire
$617K -$16.4K -96 -3%
EDRH
1342
Edmond de Rothschild Holding
Switzerland
$611K -$20.5K -120 -3%
HK
1343
Horizon Kinetics
New York
$611K +$57.5K +337 +10%
CL
1344
CPWM LLC
Washington
$610K +$27.5K +161 +5%
OWP
1345
Obermeyer Wealth Partners
Colorado
$610K +$30.5K +179 +5%
QCIG
1346
Quad-Cities Investment Group
Iowa
$608K -$102K -595 -14%
ITIM
1347
Indiana Trust & Investment Management
Indiana
$608K – – –
GEA
1348
Glen Eagle Advisors
New Jersey
$604K -$66.7K -391 -10%
WF
1349
WoodTrust Financial
Wisconsin
$604K -$12.6K -74 -2%
DWM
1350
Doyle Wealth Management
Florida
$604K +$26.5K +155 +4%