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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
926
Ingalls & Snyder LLC
New York
$212K
WHG
927
Westwood Holdings Group
Texas
$212K
PP
928
Patten & Patten
Tennessee
$211K
LSA
929
Lion Street Advisors
Texas
$211K +$1.1K +8 +0.5%
A
930
AlphaQuest
New York
$210K +$217K +1,579 +19,738%
GP
931
Girard Partners
Pennsylvania
$210K
WIA
932
Westbourne Investment Advisors
Maryland
$210K -$218K -1,585 -50%
FG
933
Fiduciary Group
Georgia
$210K +$5.51K +40 +3%
CAM
934
Carret Asset Management
New York
$210K -$1.24K -9 -0.6%
BFA
935
Beaumont Financial Advisors
Massachusetts
$209K +$5.64K +41 +3%
PIM
936
Penobscot Investment Management
Massachusetts
$209K
HH
937
Hilltop Holdings
Texas
$208K -$8.81K -64 -4%
SFO
938
Stokes Family Office
Louisiana
$208K +$1.51K +11 +0.7%
FMTC
939
Farmers & Merchants Trust Company
California
$208K +$216K +1,569 New
RFM
940
Royal Fund Management
Florida
$207K -$136K -988 -39%
RSWA
941
Robinson Smith Wealth Advisors
Maine
$206K +$275 +2 +0.1%
BAM
942
Belpointe Asset Management
Nevada
$204K +$826 +6 +0.4%
LCM
943
Leisure Capital Management
California
$203K +$211K +1,534 New
AFA
944
AA Financial Advisors
Ohio
$203K -$110K -801 -34%
GIA
945
Gateway Investment Advisers
Ohio
$203K
BFPW
946
BOK Financial Private Wealth
Colorado
$201K
SCM
947
Schnieders Capital Management
California
$201K
QL
948
Quarry LP
New York
$200K +$137K +993 +191%
TF
949
Tompkins Financial
New York
$199K
TIM
950
Tortoise Investment Management
New York
$197K +$275 +2 +0.1%