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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1626
SSI Investment Management
California
$914K – – –
SRCM
1627
Swift Run Capital Management
Virginia
$911K +$17.8K +400 +2%
LOCC
1628
Lombard Odier & Cie (Canada)
Quebec, Canada
$911K +$66.9K +1,500 +8%
TT
1629
Tiedemann Trust
Delaware
$909K – – –
PH
1630
Pinnacle Holdings
Oklahoma
$906K +$61.6K +1,381 +8%
IFB
1631
iAB Financial Bank
Indiana
$906K – – –
PL
1632
Plancorp LLC
Missouri
$904K +$264K +5,908 +44%
MC
1633
Montag & Caldwell
Georgia
$903K -$11.6K -260 -1%
PWM
1634
ParenteBeard Wealth Management
Pennsylvania
$901K +$276K +6,196 +47%
PFA
1635
Paradigm Financial Advisors
Missouri
$897K +$4.64K +104 +0.5%
YMRC
1636
Yorktown Management & Research Company
Virginia
$895K – – –
AB
1637
AT Bancorp
Iowa
$892K +$32.9K +738 +4%
CL
1638
Choreo LLC
Illinois
$891K +$20.8K +467 +2%
IFS
1639
Ifrah Financial Services
Arkansas
$889K -$9.5K -213 -1%
HK
1640
Horizon Kinetics
New York
$889K +$31.2K +700 +4%
FC
1641
Forte Capital
New York
$885K +$851K +19,085 New
SFU
1642
Stonehage Fleming (UK)
United Kingdom
$884K -$16.3K -366 -2%
TIC
1643
Trees Investment Counsel
Illinois
$884K – – –
CA
1644
Capital Advantage
California
$883K +$357 +8 +0%
ACS
1645
Archford Capital Strategies
Illinois
$880K +$693K +15,529 +449%
FC
1646
Fayerweather Charles
$873K -$16.1K -362 -2%
PTC
1647
Philadelphia Trust Company
Pennsylvania
$869K -$75.6K -1,694 -8%
HI
1648
HBK Investments
Texas
$860K -$88.4M -1,981,450 -99%
MC
1649
Mathes Company
New York
$850K -$3.35K -75 -0.4%
MG
1650
MDE Group
New Jersey
$846K -$102K -2,281 -11%
64 65
66
67 68