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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1101
Hefty Wealth Partners
Indiana
$1.92M +$26K +816 +1%
HI
1102
Hudock Inc
Pennsylvania
$1.92M +$157K +4,927 +9%
SFI
1103
SPC Financial Inc
Maryland
$1.91M -$578K -18,166 -24%
BAM
1104
Boyar Asset Management
New York
$1.91M -$14K -440 -0.8%
SCM
1105
SOL Capital Management
Maryland
$1.91M +$19.1K +600 +1%
FWM
1106
Focused Wealth Management
New York
$1.91M +$228K +7,173 +14%
TA
1107
Tiedemann Advisors
New York
$1.91M -$973K -30,555 -34%
DSC
1108
Duncker Streett & Co
Missouri
$1.91M -$7K -220 -0.4%
CCM
1109
Cribstone Capital Management
Maine
$1.89M +$23.1K +726 +1%
DPIM
1110
Duff & Phelps Investment Management
Illinois
$1.89M -$21K -660 -1%
EF
1111
Empowered Funds
Pennsylvania
$1.88M +$145K +4,565 +9%
LOAME
1112
Lombard Odier Asset Management (Europe)
United Kingdom
$1.87M
WA
1113
WBH Advisory
Maryland
$1.87M -$23.7K -743 -1%
YMRC
1114
Yorktown Management & Research Company
Virginia
$1.87M
PVWM
1115
Point View Wealth Management
New Jersey
$1.85M -$83.9K -2,635 -5%
BCCM
1116
Bridge Creek Capital Management
Massachusetts
$1.85M +$12.2K +383 +0.7%
CCA
1117
Checchi Capital Advisers
California
$1.84M -$30.6K -961 -2%
ACM
1118
Adalta Capital Management
New York
$1.83M
CIA
1119
Cascade Investment Advisors
Oregon
$1.83M -$395K -12,400 -19%
LWM
1120
Lyell Wealth Management
California
$1.82M -$209K -6,562 -11%
BFEC
1121
Benjamin F. Edwards & Company
Missouri
$1.82M +$389K +12,225 +29%
GJIC
1122
Gamble Jones Investment Counsel
California
$1.79M -$9.33K -293 -0.5%
AssetMark Inc
1123
AssetMark Inc
California
$1.79M +$66.3K +2,084 +4%
HK
1124
Horizon Kinetics
New York
$1.79M +$93.9K +2,950 +6%
NDSI
1125
Newman Dignan & Sheerar Inc
Rhode Island
$1.78M -$15.5K -488 -0.9%