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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1301
Allred Capital Management
Texas
$697K +$13.6K +54 +2%
TAM
1302
Tocqueville Asset Management
New York
$697K +$518K +2,064 +194%
MAA
1303
Matrix Asset Advisors
New York
$697K +$786K +3,129 New
RCG
1304
Rock Creek Group
District of Columbia
$696K +$785K +3,126 New
MFS
1305
Madrona Financial Services
Washington
$695K +$49.7K +198 +7%
SOW
1306
State of Wyoming
Wyoming
$694K +$783K +3,117 New
CL
1307
CIM LLC
New York
$693K +$829K +3,303 New
WA
1308
Wealth Alliance
New York
$691K -$133K -528 -15%
ATIA
1309
American Trust Investment Advisors
New Hampshire
$691K – – –
NL
1310
Navalign LLC
California
$691K +$780K +3,105 New
AA
1311
Ancora Advisors
Ohio
$689K +$19.6K +78 +3%
PFS
1312
Physicians Financial Services
North Carolina
$688K -$188K -750 -20%
TIM
1313
Tortoise Investment Management
New York
$688K -$52.7K -210 -6%
CFMC
1314
Curbstone Financial Management Corp
New Hampshire
$688K -$30.1K -120 -4%
LA
1315
Lynch & Associates
Indiana
$688K +$94.9K +378 +14%
KFP
1316
KMG Fiduciary Partners
Ohio
$687K -$67K -267 -8%
LGA
1317
Lebenthal Global Advisors
New York
$684K +$126K +501 +19%
SIC
1318
Samalin Investment Counsel
New York
$682K -$148K -588 -16%
DWM
1319
Doyle Wealth Management
Florida
$682K +$30.1K +120 +4%
PPP
1320
Private Portfolio Partners
New Jersey
$682K +$51.2K +204 +7%
BCP
1321
Blackhawk Capital Partners
Wisconsin
$681K +$39.2K +156 +6%
ATC
1322
Argent Trust Co
Tennessee
$681K +$188K +750 +32%
WIA
1323
World Investment Advisors
California
$681K +$278K +1,107 +45%
FWM
1324
Foresight Wealth Management
Utah
$679K -$44.4K -177 -5%
SMA
1325
Sage Mountain Advisors
Georgia
$679K +$423K +1,683 +123%
51 52
53
54 55