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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1701
Community Financial Services Group
Vermont
$591K +$41.8K +1,530 +8%
TF
1702
TLWM Financial
Texas
$590K +$549K +20,096 New
KTM
1703
Keeler Thomas Management
Utah
$590K +$549K +20,109 New
PCM
1704
Penserra Capital Management
California
$589K -$107K -3,912 -16%
LFR
1705
Lehman Financial Resources
Pennsylvania
$586K -$37.4K -1,371 -6%
HM
1706
Harvest Management
New York
$583K +$542K +19,860 New
KC
1707
Kingfisher Capital
North Carolina
$581K -$21.3K -780 -4%
AI
1708
Accredited Investors
Minnesota
$580K -$372K -13,627 -41%
WC
1709
Whitnell & Co
Illinois
$579K -$70.9K -2,595 -12%
FNBSF
1710
First National Bank Sioux Falls
South Dakota
$579K +$48.3K +1,767 +10%
BHB
1711
Bank Hapoalim BM
Israel
$577K -$197K -7,230 -27%
FWM
1712
Focused Wealth Management
New York
$576K -$71.9K -2,632 -12%
NCM
1713
Nelson Capital Management
California
$573K -$77.1K -2,825 -13%
MSTVIM
1714
Messner & Smith Theme Value Investment Management
California
$572K -$66.9K -2,449 -11%
QAM
1715
QCI Asset Management
New York
$572K +$14.6K +533 +3%
TCM
1716
Tradition Capital Management
New Jersey
$571K
CWM
1717
Connecticut Wealth Management
Connecticut
$570K -$22.4K -819 -4%
BBNB
1718
Baker Boyer National Bank
Washington
$568K -$8.14K -298 -2%
HIM
1719
Hutchens Investment Management
New Hampshire
$568K -$2.7K -99 -0.5%
NAM
1720
NorthCoast Asset Management
Connecticut
$566K +$527K +19,284 New
MBT
1721
Montecito Bank & Trust
California
$565K -$18.3K -669 -3%
HK
1722
Horizon Kinetics
New York
$563K -$1.53K -56 -0.3%
SGS
1723
Sterling Global Strategies
California
$560K +$17.9K +657 +4%
SRC
1724
Shufro Rose & Co
New York
$557K -$49.2K -1,800 -9%
YP
1725
Yellowstone Partners
Idaho
$557K +$10.5K +383 +2%