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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1601
Strategic Advisors
New York
$612K +$31.3K +166 +6%
KJHP
1602
K.J. Harrison & Partners
Ontario, Canada
$611K +$47.1K +250 +9%
SOAMC
1603
Spirit of America Management Corp
New York
$611K +$122K +650 +27%
HIC
1604
Holderness Investments Company
North Carolina
$610K -$61.2K -325 -10%
MSR
1605
Main Street Research
Connecticut
$610K -$36.7K -195 -6%
JIC
1606
Joel Isaacson & Co
New York
$610K +$188K +1,000 +48%
ALAM
1607
Asahi Life Asset Management
Japan
$607K -$50.9K -270 -8%
GKFF
1608
George Kaiser Family Foundation
Oklahoma
$607K – – –
CWM
1609
Connecticut Wealth Management
Connecticut
$607K +$344K +1,826 +146%
BI
1610
Bramshill Investments
Florida
$605K -$93.6K -497 -14%
RIA
1611
Realta Investment Advisors
Delaware
$604K -$294K -1,563 -34%
KP
1612
Keel Point
Alabama
$604K +$118K +628 +26%
NSIM
1613
North Star Investment Management
Illinois
$604K +$170K +903 +42%
SGCA
1614
Steel Grove Capital Advisors
Tennessee
$602K – – –
PTP
1615
Platform Technology Partners
New York
$595K -$55.7K -296 -9%
JFL
1616
Jarislowsky, Fraser Ltd
Quebec, Canada
$591K – – –
OWA
1617
Outlook Wealth Advisors
Texas
$591K +$8.1K +43 +1%
CC
1618
Callan Capital
California
$588K – – –
MCM
1619
Marathon Capital Management
Maryland
$588K +$61.2K +325 +12%
HAS
1620
HBW Advisory Services
California
$583K -$285K -1,512 -34%
SB
1621
Strategic Blueprint
Georgia
$583K +$558K +2,961 New
LC
1622
LCNB Corp
Ohio
$579K – – –
GDP
1623
Great Diamond Partners
Maine
$577K +$30.7K +163 +6%
PCM
1624
Peregrine Capital Management
Minnesota
$577K +$551K +2,926 New
FCA
1625
FinTrust Capital Advisors
South Carolina
$572K +$165K +875 +43%
63 64
65
66 67