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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1101
Palisade Asset Management
Minnesota
$884K – – –
PVH
1102
Psagot Value Holdings
Israel
$884K – – –
BHWM
1103
Bar Harbor Wealth Management
New Hampshire
$881K +$124K +1,340 +16%
SMH
1104
Sanders Morris Harris
Texas
$877K +$93 +1 +0%
BCP
1105
Berkeley Capital Partners
Georgia
$872K -$667K -7,193 -42%
HF
1106
HRT Financial
New York
$872K -$659K -7,107 -42%
NIM
1107
Northeast Investment Management
Massachusetts
$870K -$3.25K -35 -0.4%
FI
1108
Fosun International
China
$868K -$501K -5,400 -35%
AAS
1109
Avantax Advisory Services
Texas
$863K +$45.8K +494 +5%
AIIMS
1110
Analyst IMS Investment Management Services
Israel
$861K -$292K -3,150 -25%
PJSIMP
1111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$860K -$70.5K -760 -7%
NP
1112
NorthRock Partners
Minnesota
$857K +$193K +2,085 +27%
IWA
1113
Independence Wealth Advisors
Virginia
$851K – – –
MPI
1114
Mairs & Power Inc
Minnesota
$838K +$9.27K +100 +1%
AIM
1115
Aspen Investment Management
Michigan
$835K +$35.2K +380 +4%
MC
1116
Moors & Cabot
Massachusetts
$833K +$158K +1,707 +22%
MFG
1117
Magnus Financial Group
New York
$832K -$2.97K -32 -0.3%
BCM
1118
Becker Capital Management
Oregon
$828K -$285K -3,070 -25%
TW
1119
TrinityPoint Wealth
Connecticut
$822K +$14.5K +156 +2%
HFM
1120
Harvest Fund Management
China
$822K +$59.8K +645 +7%
FFC
1121
First Financial Corp
Indiana
$819K -$492K -5,302 -36%
RFN
1122
RDA Financial Network
Iowa
$818K -$59.2K -639 -6%
AWM
1123
Altium Wealth Management
New York
$815K +$61.8K +667 +8%
AWM
1124
Avior Wealth Management
Nebraska
$813K -$98.9K -1,067 -10%
PIP
1125
Peachtree Investment Partners
Florida
$813K +$276K +2,974 +48%
43 44
45
46 47