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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1226
Cannell & Co
New York
$254K -$820K -14,450 -74%
HCMNY
1227
Howard Capital Management (New York)
New York
$254K -$40K -705 -12%
GBT
1228
Grove Bank & Trust
Florida
$253K -$27.7K -488 -9%
EP
1229
Edgestream Partners
New Jersey
$252K +$293K +5,154 New
WPP
1230
Whalerock Point Partners
Rhode Island
$248K -$95.2K -1,677 -25%
BI
1231
Ballast Inc
Kentucky
$246K – – –
CHA
1232
Cooper/Haims Advisors
New York
$245K +$285K +5,020 New
AFM
1233
Abbot Financial Management
Massachusetts
$244K – – –
ZIG
1234
Zuckerman Investment Group
Illinois
$244K – – –
FWP
1235
FAS Wealth Partners
Kansas
$244K +$114 +2 +0%
ICA
1236
Infrastructure Capital Advisors
New York
$244K +$284K +5,002 New
FHA
1237
First Horizon Advisors
Tennessee
$243K +$75.6K +1,332 +36%
PSF
1238
Pacific Sun Financial
California
$242K +$7.09K +125 +3%
EAMA
1239
EFG Asset Management (Americas)
Florida
$241K -$2.46M -43,428 -90%
IG
1240
Ithaka Group
Virginia
$241K -$11.4K -200 -4%
TC
1241
Telemus Capital
Michigan
$241K +$23K +405 +9%
MFW
1242
Mosaic Family Wealth
Missouri
$241K +$63.3K +1,116 +29%
SC
1243
Sawyer & Company
Massachusetts
$240K +$131K +2,300 +88%
FNT
1244
First National Trust
Pennsylvania
$239K -$41.5K -732 -13%
EWM
1245
Elite Wealth Management
Washington
$239K -$1.08K -19 -0.4%
CIC
1246
Cutler Investment Counsel
Oregon
$239K +$41.1K +724 +17%
WIA
1247
Westbourne Investment Advisors
Maryland
$238K -$108K -1,900 -28%
MWM
1248
Mission Wealth Management
California
$238K +$39K +687 +16%
HPC
1249
HM Payson & Co
Maine
$238K +$49.3K +869 +22%
BO
1250
Bach Option
Hong Kong
$238K +$277K +4,878 New
48 49
50
51 52