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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K -$57.6K -317 -8%
CCC
702
Chesapeake Capital Corp
Florida
$698K +$678K +3,729 New
KA
703
Klingman & Associates
New York
$689K +$3.63K +20 +0.5%
AWE
704
Avidian Wealth Enterprises
Texas
$689K -$31.4K -173 -4%
CFO
705
Callan Family Office
Pennsylvania
$688K -$43.1K -237 -6%
HIC
706
Harvey Investment Company
Kentucky
$687K
HWM
707
HB Wealth Management
Georgia
$687K +$127K +699 +24%
SFI
708
SPC Financial Inc
Maryland
$686K +$3.82K +21 +0.6%
RC
709
Roundview Capital
New Jersey
$677K -$24.4K -134 -4%
TAM
710
Tocqueville Asset Management
New York
$674K +$54.5K +300 +9%
MWA
711
Midland Wealth Advisors
Illinois
$673K
NAMP
712
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$673K
DI
713
Diligent Investors
California
$672K -$9.09K -50 -1%
WIA
714
World Investment Advisors
California
$668K +$649K +3,573 New
1C
715
111 Capital
France
$663K +$644K +3,543 New
AFCM
716
Applied Finance Capital Management
Puerto Rico
$661K -$91.4K -503 -12%
WF
717
Welch & Forbes
Massachusetts
$660K +$5.45K +30 +0.9%
DWP
718
Daymark Wealth Partners
Ohio
$658K +$116K +637 +22%
SCI
719
Silver Coast Investments
United States
$657K -$1.27K -7 -0.2%
ACM
720
Adalta Capital Management
New York
$639K +$95.4K +525 +18%
AG
721
Ascent Group
Virginia
$634K -$465K -2,561 -43%
FAM
722
Formidable Asset Management
Ohio
$628K -$34.3K -189 -5%
MWM
723
Modern Wealth Management
Kansas
$628K +$262K +1,440 +75%
Assenagon Asset Management
724
Assenagon Asset Management
Luxembourg
$627K -$2.62M -14,432 -81%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$621K +$7.63K +42 +1%