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Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
2076
KG&L Capital Management
Louisiana
$373K +$76K +1,320 +27%
GAB
2077
German American Bancorp
Indiana
$370K -$21.2K -368 -6%
HFA
2078
High Falls Advisors
New York
$370K -$173 -3 -0%
VIM
2079
Veritas Investment Management
United Kingdom
$369K +$230K +4,000 +190%
SW
2080
SlateStone Wealth
Florida
$368K -$20.5K -356 -6%
PCM
2081
Poehling Capital Management
Wisconsin
$367K – – –
LF
2082
Lee Financial
Texas
$367K +$6.11K +106 +2%
HP
2083
HT Partners
Connecticut
$366K – – –
MTC
2084
McDaniel Terry & Co
Texas
$365K +$348K +6,050 New
AFNAS
2085
American Financial Network Advisory Services
California
$364K -$311K -5,393 -47%
GCM
2086
Gladius Capital Management
Illinois
$363K -$585K -10,156 -63%
ML
2087
McAdam LLC
Pennsylvania
$363K -$21.6K -375 -6%
TW
2088
Towerpoint Wealth
California
$363K – – –
PO
2089
Private Ocean
California
$362K -$60.4K -1,048 -15%
CCM
2090
Community Capital Management
Florida
$362K – – –
FA
2091
Fiducient Advisors
Illinois
$361K – – –
DK
2092
Darrell & King
Virginia
$360K -$20.2K -350 -6%
CAAS
2093
Capital Asset Advisory Services
Michigan
$360K -$8.93K -155 -3%
TFO
2094
Tarbox Family Office
California
$360K – – –
AWCI
2095
Alpine Woods Capital Investors
New York
$356K – – –
AWE
2096
Avidian Wealth Enterprises
Texas
$356K +$44.4K +771 +15%
SCI
2097
Stableford Capital II
Arizona
$354K +$2.07K +36 +0.6%
LB
2098
Legacy Bridge
Iowa
$353K +$9.21K +160 +3%
I
2099
INVST
Indiana
$353K +$340K +5,898 New
BFA
2100
Brendel Financial Advisors
New Hampshire
$351K +$11.5K +200 +4%