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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
976
Paradigm Financial Advisors
Missouri
$274K – – –
AWM
977
Avior Wealth Management
Nebraska
$273K +$30K +200 +11%
BOPW
978
Brandywine Oak Private Wealth
Pennsylvania
$273K +$303K +2,020 New
BCWM
979
Bartlett & Co Wealth Management
Ohio
$271K +$300K +2,000 New
RWG
980
Ratio Wealth Group
Colorado
$271K +$300K +2,000 New
Lazard Asset Management
981
Lazard Asset Management
New York
$271K -$6.77M -45,200 -96%
RC
982
RBF Capital
California
$271K -$450K -3,000 -60%
GG
983
Gleason Group
Kentucky
$271K – – –
MCM
984
Maple Capital Management
Vermont
$271K – – –
NL
985
NKCFO LLC
Illinois
$271K – – –
SAMT
986
Select Asset Management & Trust
Pennsylvania
$271K – – –
SFBLI
987
Southern Farm Bureau Life Insurance
Mississippi
$271K – – –
VCM
988
Vision Capital Management
Oregon
$271K – – –
ACM
989
Antonetti Capital Management
Florida
$271K +$300K +2,000 New
BC
990
Bartlett & Co
Ohio
$271K +$300K +2,000 New
HA
991
Harbor Advisors
Florida
$271K +$300K +2,000 New
RCA
992
Resonant Capital Advisors
Wisconsin
$270K +$298K +1,990 New
FFA
993
First Foundation Advisors
California
$268K +$5.99K +40 +2%
H
994
HoyleCohen
California
$267K +$22.5K +150 +8%
SSB
995
Sandy Spring Bank
Maryland
$265K – – –
YMRC
996
Yorktown Management & Research Company
Virginia
$264K – – –
CSA
997
Cottage Street Advisors
Massachusetts
$263K +$291K +1,940 New
SEIA
998
Signature Estate & Investment Advisors
California
$262K – – –
ESBC
999
E.S. Barr & Co
Kentucky
$260K +$10.5K +70 +4%
SCA
1000
Spearhead Capital Advisors
Florida
$259K +$56.9K +380 +25%