Name Holding Trade Value Shares
Change
Change in
Stake
LAI
1101
Legal Advantage Investments
California
$357K – – –
WC
1102
Woodstock Corp
Massachusetts
$357K – – –
DAM
1103
Delta Asset Management
Tennessee
$357K – – –
GAG
1104
GM Advisory Group
New York
$356K +$24.2K +230 +8%
RB
1105
Rodgers Brothers
Pennsylvania
$356K – – –
SOS
1106
Silver Oak Securities
Tennessee
$355K -$20.6K -196 -6%
WC
1107
Waterloo Capital
Texas
$355K +$45.7K +435 +16%
SFS
1108
Stiles Financial Services
Minnesota
$354K +$10.4K +99 +3%
FFS
1109
Founders Financial Securities
Maryland
$354K -$86.4K -823 -21%
1SB
1110
1ST Source Bank
Indiana
$352K – – –
AWM
1111
Affinity Wealth Management
Delaware
$351K – – –
KTC
1112
Kentucky Trust Company
Kentucky
$350K – – –
AR
1113
Apeiron RIA
Texas
$348K -$5.36K -51 -2%
TS
1114
Tamar Securities
California
$346K – – –
ERIC
1115
Eagle Rock Investment Company
Georgia
$346K – – –
FC
1116
FORA Capital
Florida
$345K -$957K -9,111 -75%
COCM
1117
Charter Oak Capital Management
New Hampshire
$345K +$1.05K +10 +0.3%
KA
1118
Kovack Advisors
Florida
$344K -$7.46K -71 -2%
WAM
1119
WNY Asset Management
New York
$343K – – –
PAM
1120
Pegasus Asset Management
New York
$341K – – –
FNFDCM
1121
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$341K – – –
MWPCG
1122
Measured Wealth Private Client Group
New Hampshire
$338K +$1.05K +10 +0.3%
CPC
1123
Consolidated Planning Corp
Georgia
$337K -$8.11M -77,252 -96%
HKAM
1124
Horizon Kinetics Asset Management
New York
$335K – – –
NWA
1125
Navis Wealth Advisors
New York
$335K – – –