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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1601
Successful Portfolios
Florida
$968K +$3.46K +16 +0.3%
FI
1602
Finivi Inc
Massachusetts
$967K +$1.11M +5,128 New
FFM
1603
Fullerton Fund Management
Singapore
$967K -$12.5M -57,985 -92%
PSP
1604
Principal Street Partners
Tennessee
$966K +$79.8K +369 +8%
C
1605
Certuity
Florida
$962K -$395K -1,826 -26%
GC
1606
Gruss & Co
Florida
$962K +$855K +3,950 +343%
BCM
1607
Barden Capital Management
Texas
$962K +$1.1M +5,099 New
GIA
1608
Guyasuta Investment Advisors
Pennsylvania
$958K +$38.3K +177 +4%
CPSC
1609
Carl P. Sherr & Co
Massachusetts
$955K +$1.1M +5,065 New
CFS
1610
Capital Financial Services
New York
$948K -$59.5K -275 -5%
BIA
1611
Bigelow Investment Advisors
Maine
$948K -$24K -111 -2%
IP
1612
Isthmus Partners
Wisconsin
$948K – – –
KP
1613
Keel Point
Alabama
$948K +$54.5K +252 +5%
FMB
1614
Field & Main Bank
Kentucky
$948K +$116K +535 +12%
BL
1615
Bleichroeder LP
New York
$943K – – –
EIP
1616
Easterly Investment Partners
Massachusetts
$943K +$1.08M +5,000 New
ETI
1617
Enterprise Trust & Investment
California
$943K +$1.08M +5,000 New
NCM
1618
Narwhal Capital Management
Georgia
$942K +$1.08M +4,997 New
MS
1619
Mizuho Securities
Japan
$941K -$662K -3,059 -38%
BC
1620
Brookfield Corp
Ontario, Canada
$936K +$1.07M +4,962 New
NL
1621
Navalign LLC
California
$935K +$95.9K +443 +10%
MCM
1622
McKinley Capital Management
Alaska
$934K -$9.62M -44,458 -90%
MWM
1623
Modera Wealth Management
New Jersey
$933K +$677K +3,131 +172%
DI
1624
DFPG Investments
Utah
$931K -$266K -1,230 -19%
BEI
1625
Benjamin Edwards Inc
Missouri
$927K +$991K +4,580 +1,367%
63 64
65
66 67