Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1101
Jeppson Wealth Management
California
$3.63M -$19.8K -321 -0.5%
MIFH
1102
Migdal Insurance & Financial Holdings
Israel
$3.62M -$264K -4,286 -7%
EFG
1103
Embree Financial Group
Illinois
$3.62M +$113K +1,838 +3%
TBC
1104
Tweedy, Browne Co
Connecticut
$3.6M -$101K -1,644 -3%
SCA
1105
Stonebridge Capital Advisors
Minnesota
$3.59M -$84.7K -1,376 -2%
MA
1106
MONECO Advisors
Connecticut
$3.59M -$22.4K -364 -0.6%
TBA
1107
Tower Bridge Advisors
Pennsylvania
$3.58M +$73.9K +1,200 +2%
VIA
1108
Victrix Investment Advisors
Florida
$3.57M -$64.8K -1,053 -2%
SM
1109
Sciencast Management
New Jersey
$3.56M +$3.55M +57,711 New
SC
1110
Searle & Co
Connecticut
$3.54M – – –
BAM
1111
Boyar Asset Management
New York
$3.54M -$267K -4,335 -7%
BAM
1112
Belpointe Asset Management
Nevada
$3.5M +$1.63M +26,455 +87%
HKAM
1113
Horizon Kinetics Asset Management
New York
$3.5M – – –
HRC
1114
Hoertkorn Richard Charles
$3.5M -$289K -4,700 -8%
3IP
1115
3Chopt Investment Partners
Virginia
$3.49M +$309K +5,012 +10%
CIM
1116
Corda Investment Management
Texas
$3.47M +$1.08M +17,573 +46%
VCA
1117
Verdence Capital Advisors
Maryland
$3.47M -$40.1K -652 -1%
RBA
1118
Richard Bernstein Advisors
New York
$3.45M -$181K -2,936 -5%
OPA
1119
Old Port Advisors
Maine
$3.44M -$30.4K -493 -0.9%
NP
1120
NorthRock Partners
Minnesota
$3.43M +$23.6K +384 +0.7%
CLA
1121
Carnegie Lake Advisors
New Jersey
$3.42M -$76.3K -1,240 -2%
BMA
1122
Brooks Moore & Associates
Tennessee
$3.42M -$9.23K -150 -0.3%
HSA
1123
HBK Sorce Advisory
Pennsylvania
$3.4M -$36.1K -587 -1%
CCT
1124
Chemung Canal Trust
New York
$3.4M +$2.24M +36,322 +193%
VIA
1125
Vickerman Investment Advisors
Washington
$3.4M -$287K -4,655 -8%