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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1201
Dillon & Associates
Michigan
$1.83M +$210K +545 +13%
WIA
1202
Wealthedge Investment Advisors
New York
$1.82M +$713K +1,851 +65%
DJSG
1203
D.J. St. Germain
Massachusetts
$1.81M +$163K +422 +10%
FI
1204
Fosun International
China
$1.8M -$468K -1,214 -21%
DWM
1205
Dakota Wealth Management
Florida
$1.8M -$5.69M -14,755 -76%
CF
1206
Conquis Financial
California
$1.79M
JSL
1207
JT Stratford LLC
Georgia
$1.79M -$173K -448 -9%
OSNBOA
1208
Old Second National Bank of Aurora
Illinois
$1.79M +$149K +387 +9%
WIS
1209
Wright Investors Service
Connecticut
$1.79M -$45.5K -118 -2%
KAM
1210
Knightsbridge Asset Management
California
$1.79M -$17.7K -46 -1%
F8IS
1211
Figure 8 Investment Strategies
Idaho
$1.79M -$39.7K -103 -2%
AWA
1212
Arete Wealth Advisors
Illinois
$1.78M +$333K +863 +23%
VFA
1213
Voya Financial Advisors
Connecticut
$1.78M +$155K +403 +10%
BOS
1214
Bank of Stockton
California
$1.77M -$123K -318 -7%
OC
1215
Oarsman Capital
Wisconsin
$1.77M -$139K -360 -7%
ANBT
1216
American National Bank & Trust
Texas
$1.77M -$3.08K -8 -0.2%
CF
1217
Cantor Fitzgerald
New York
$1.76M +$1.26M +3,280 +257%
CPC
1218
Congress Park Capital
New York
$1.76M +$311K +808 +22%
DL
1219
DOHJ LLC
Washington
$1.76M -$924K -2,399 -32%
NWAG
1220
Net Worth Advisory Group
Utah
$1.76M +$312K +809 +22%
IWM
1221
IHT Wealth Management
Illinois
$1.75M -$53.6K -139 -3%
CT
1222
Colonial Trust
South Carolina
$1.74M -$76.7K -199 -4%
WSFS
1223
Wilmington Savings Fund Society
Delaware
$1.74M -$71.7K -186 -4%
NB
1224
Nicolet Bankshares
Wisconsin
$1.74M +$7.71K +20 +0.4%
SAM
1225
Smartleaf Asset Management
Massachusetts
$1.74M -$357K -927 -17%