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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1476
BigSur Wealth Management
Florida
$253K +$246K +3,000 New
BRF
1477
B. Riley Financial
California
$249K
HFM
1478
Hartford Financial Management
Connecticut
$248K -$102K -1,250 -30%
KS
1479
Karpas Strategies
Connecticut
$248K
KCPG
1480
Kavar Capital Partners Group
Kansas
$248K
DI
1481
Diligent Investors
California
$245K -$6.8K -83 -3%
Koshinski Asset Management
1482
Koshinski Asset Management
Illinois
$245K +$239K +2,916 New
MIS
1483
Morningstar Investment Services
Illinois
$243K -$10.5K -128 -4%
TNAM
1484
Terra Nova Asset Management
New York
$243K +$238K +2,900 New
WCM
1485
Windsor Capital Management
Arizona
$241K +$4.59K +56 +2%
CCP
1486
Corient Capital Partners
California
$241K +$11K +134 +5%
SIA
1487
SeaBridge Investment Advisors
New Jersey
$240K
PFO
1488
Pathstone Family Office
New Jersey
$240K +$188K +2,294 +401%
IAA
1489
Independent Advisor Alliance
North Carolina
$238K +$226K +2,754 New
HH
1490
Hilltop Holdings
Texas
$236K +$231K +2,817 New
CCA
1491
Conestoga Capital Advisors
Pennsylvania
$235K
MGIA
1492
Moneta Group Investment Advisors
Missouri
$235K +$229K +2,799 New
BIG
1493
Bellwether Investment Group
Tennessee
$235K +$230K +2,801 New
BCM
1494
Brown Capital Management
Maryland
$234K -$826K -10,072 -78%
AMIM
1495
Aull & Monroe Investment Management
Alabama
$233K
SGCA
1496
Steel Grove Capital Advisors
Tennessee
$232K
FA
1497
Fortis Advisors
Pennsylvania
$232K +$227K +2,767 New
IT
1498
Independence Trust
Tennessee
$230K -$70.1K -855 -24%
JIP
1499
Jaffetilchin Investment Partners
Florida
$229K -$47.7K -582 -18%
CCM
1500
Compass Capital Management
Minnesota
$229K