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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1076
Wealthspire Advisors (Maryland)
Maryland
$878K +$943K +12,593 New
CA
1077
Cornerstone Advisors
North Carolina
$872K – – –
EDRAMF
1078
Edmond de Rothschild Asset Management (France)
France
$872K – – –
NIM
1079
Needham Investment Management
New York
$872K – – –
RAM
1080
Redmond Asset Management
Virginia
$865K +$2.62K +35 +0.3%
CK
1081
Cohen Klingenstein
New York
$864K – – –
WAM
1082
Weatherly Asset Management
California
$854K +$214K +2,853 +30%
CT
1083
Coastline Trust
Rhode Island
$847K +$62.5K +835 +7%
PP
1084
Paloma Partners
Connecticut
$846K -$1.42M -18,949 -61%
FHA
1085
First Horizon Advisors
Tennessee
$845K -$168K -2,245 -16%
NED
1086
Nancy E. Dempze
$841K +$902K +12,040 New
WCF
1087
West Coast Financial
California
$839K -$108K -1,440 -11%
HK
1088
Horizon Kinetics
New York
$836K +$89.9K +1,200 +11%
AHC
1089
Anderson Hoagland & Co
Missouri
$831K +$892K +11,910 New
EAM
1090
Evanson Asset Management
California
$826K +$17.1K +228 +2%
CCM
1091
Carderock Capital Management
Maryland
$825K -$69.6K -930 -7%
VFA
1092
Voya Financial Advisors
Connecticut
$822K -$29.4K -393 -3%
OC
1093
Oarsman Capital
Wisconsin
$821K +$29.9K +399 +4%
HA
1094
Halsey Associates
Connecticut
$820K -$8.54K -114 -1%
HF
1095
HRT Financial
New York
$818K +$878K +11,732 New
YMRC
1096
Yorktown Management & Research Company
Virginia
$816K – – –
IIM
1097
Intact Investment Management
Quebec, Canada
$812K -$97.3K -1,300 -10%
SIC
1098
Salem Investment Counselors
North Carolina
$803K -$82.4K -1,100 -9%
AT
1099
Acadia Trust
Maine
$799K -$99.7K -1,331 -10%
AWM
1100
Avior Wealth Management
Nebraska
$798K +$51.3K +685 +6%
42 43
44
45 46