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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1001
Benin Management Corp
Connecticut
$588K -$317K -4,837 -36%
WCM
1002
Wellington Capital Management
Maryland
$583K +$472K +7,198 New
PA
1003
Parallel Advisors
California
$581K -$124K -1,895 -18%
SW
1004
Simplicity Wealth
New Jersey
$579K +$551K +8,396 New
LGF
1005
LGT Group Foundation
Liechtenstein
$577K -$21.3K -325 -4%
LSA
1006
Lion Street Advisors
Texas
$577K +$262 +4 +0%
DI
1007
Diligent Investors
California
$576K -$382K -5,823 -41%
GPA
1008
Garrison Point Advisors
California
$576K
P
1009
Pitcairn
Pennsylvania
$573K -$6.16K -94 -1%
IPW
1010
Impact Partnership Wealth
Georgia
$573K +$545K +8,306 New
SWM
1011
Silverlake Wealth Management
Vermont
$564K -$125K -1,909 -19%
DTL
1012
Dynamic Technology Lab
Singapore
$562K +$534K +8,149 New
SIA
1013
Strategic Investment Advisors
Michigan
$559K -$22.4K -342 -4%
IAS
1014
Insigneo Advisory Services
Florida
$558K +$246K +3,759 +87%
NGA
1015
Naples Global Advisors
Florida
$554K -$45.5K -694 -8%
NS
1016
NBC Securities
Alabama
$553K +$66.3K +1,011 +14%
LJHT
1017
Laurie J. Hall Trustee
$552K
WA
1018
WealthTrust Axiom
Pennsylvania
$552K -$152K -2,318 -22%
MMPW
1019
Mitchell McLeod Pugh & Williams
Alabama
$552K +$590 +9 +0.1%
CI
1020
Conning Inc
Connecticut
$547K -$21.3K -325 -4%
KA
1021
Kovack Advisors
Florida
$546K -$181K -2,759 -26%
WA
1022
Wealth Alliance
New York
$546K +$5.84K +89 +1%
NFTC
1023
North Forty Two & Co
Oregon
$544K
LIM
1024
Leavell Investment Management
Alabama
$544K +$36.7K +560 +8%
VCA
1025
Verdence Capital Advisors
Maryland
$542K -$1.84K -28 -0.4%