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Name Holding Trade Value Shares
Change
Change in
Stake
SACTSONJ
1101
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$709K
BIA
1102
Beacon Investment Advisors
Maryland
$709K +$751K +12,000 New
SFI
1103
SPC Financial Inc
Maryland
$708K -$60.9K -974 -8%
SIM
1104
Studio Investment Management
Illinois
$701K +$112K +1,791 +18%
PHS
1105
Pekin Hardy Strauss
Illinois
$698K +$3.13K +50 +0.4%
SS
1106
Sunbelt Securities
Texas
$697K -$365K -5,836 -33%
DRD
1107
Dennis R. Delaney
$697K -$460K -7,346 -38%
MW
1108
Maia Wealth
Colorado
$694K +$740K +11,832 New
FFO
1109
Fiduciary Family Office
Florida
$694K -$69.3K -1,108 -9%
WFAG
1110
Worth Financial Advisory Group
North Carolina
$693K -$8.01K -128 -1%
GIA
1111
Gladstone Institutional Advisory
Florida
$692K -$2.75K -44 -0.4%
CK
1112
Cohen Klingenstein
New York
$691K
ECM
1113
Evergreen Capital Management
Washington
$689K -$10.5M -167,793 -94%
NS
1114
NBC Securities
Alabama
$688K -$329K -5,265 -31%
BMC
1115
Beaton Management Company
Massachusetts
$687K -$6.25K -100 -0.9%
FCA
1116
FinTrust Capital Advisors
South Carolina
$686K -$279K -4,462 -28%
BFA
1117
Brown Financial Advisors
Ohio
$684K +$724K +11,573 New
HI
1118
Humankind Investments
New York
$682K +$469K +7,505 +185%
CHJWM
1119
Carlton Hofferkamp & Jenks Wealth Management
Texas
$682K -$65.2K -1,043 -9%
NG
1120
Norden Group
Utah
$679K +$292K +4,663 +68%
LIM
1121
Leavell Investment Management
Alabama
$676K -$144K -2,305 -17%
WFS
1122
Widmann Financial Services
Maryland
$668K -$12.5K -200 -2%
WAP
1123
Wealthcare Advisory Partners
Pennsylvania
$667K -$47.5K -759 -6%
JC
1124
JB Capital
Connecticut
$666K +$21K +335 +3%
CP
1125
Camelot Portfolios
Ohio
$665K +$184K +2,949 +35%