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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1476
Miles Capital
Iowa
$254K +$248K +3,029 New
BWM
1477
BigSur Wealth Management
Florida
$253K +$246K +3,000 New
BRF
1478
B. Riley Financial
California
$249K – – –
HFM
1479
Hartford Financial Management
Connecticut
$248K -$102K -1,250 -30%
KS
1480
Karpas Strategies
Connecticut
$248K – – –
KCPG
1481
Kavar Capital Partners Group
Kansas
$248K – – –
DI
1482
Diligent Investors
California
$245K -$6.8K -83 -3%
Koshinski Asset Management
1483
Koshinski Asset Management
Illinois
$245K +$239K +2,916 New
MIS
1484
Morningstar Investment Services
Illinois
$243K -$10.5K -128 -4%
TNAM
1485
Terra Nova Asset Management
New York
$243K +$238K +2,900 New
WCM
1486
Windsor Capital Management
Arizona
$241K +$4.59K +56 +2%
CCP
1487
Corient Capital Partners
California
$241K +$11K +134 +5%
SIA
1488
SeaBridge Investment Advisors
New Jersey
$240K – – –
PFO
1489
Pathstone Family Office
New Jersey
$240K +$188K +2,294 +401%
IAA
1490
Independent Advisor Alliance
North Carolina
$238K +$226K +2,754 New
HH
1491
Hilltop Holdings
Texas
$236K +$231K +2,817 New
CCA
1492
Conestoga Capital Advisors
Pennsylvania
$235K – – –
MGIA
1493
Moneta Group Investment Advisors
Missouri
$235K +$229K +2,799 New
BIG
1494
Bellwether Investment Group
Tennessee
$235K +$230K +2,801 New
BCM
1495
Brown Capital Management
Maryland
$234K -$826K -10,072 -78%
AMIM
1496
Aull & Monroe Investment Management
Alabama
$233K – – –
SGCA
1497
Steel Grove Capital Advisors
Tennessee
$232K – – –
FA
1498
Fortis Advisors
Pennsylvania
$232K +$227K +2,767 New
IT
1499
Independence Trust
Tennessee
$230K -$70.1K -855 -24%
JIP
1500
Jaffetilchin Investment Partners
Florida
$229K -$47.7K -582 -18%