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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1201
Fort Sheridan Advisors
Illinois
$920K
IWA
1202
IVC Wealth Advisors
Pennsylvania
$920K +$48.7K +356 +6%
SCM
1203
SOL Capital Management
Maryland
$919K -$26.1K -191 -3%
SAM
1204
Summit Asset Management
Tennessee
$919K -$19.3K -141 -2%
UHC
1205
Union Heritage Capital
Michigan
$919K
HVP
1206
Hudson Value Partners
Florida
$915K +$6.29K +46 +0.7%
MMG
1207
Monetary Management Group
Missouri
$914K
FFA
1208
Founders Financial Alliance
North Carolina
$914K +$15.3K +112 +2%
HSA
1209
Hussman Strategic Advisors
Maryland
$909K -$658K -4,812 -43%
BMA
1210
Brooks Moore & Associates
Tennessee
$908K +$14.4K +105 +2%
NSAM
1211
North Star Asset Management
Wisconsin
$907K +$44K +322 +5%
FBT
1212
First Bankers Trust
Kentucky
$906K -$57.3K -419 -6%
KFA
1213
Kelleher Financial Advisors
New York
$904K +$882K +6,451 New
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$902K +$2.73K +20 +0.3%
SC
1215
Sawyer & Company
Massachusetts
$896K
MIH
1216
Meitav Investment House
Israel
$896K +$194K +1,419 +28%
EA
1217
Emerald Advisors
Washington
$896K +$314K +2,296 +56%
APA
1218
Allegiant Private Advisors
Florida
$895K -$47.6K -348 -5%
CFO
1219
Collective Family Office
Pennsylvania
$890K +$129K +942 +17%
DA
1220
Detalus Advisors
Missouri
$890K +$217K +1,590 +33%
RFG
1221
Range Financial Group
Oregon
$889K +$134K +977 +18%
HIA
1222
Harbor Investment Advisory
Maryland
$886K +$50.9K +372 +6%
AC
1223
Alexandria Capital
Virginia
$886K +$276K +2,019 +47%
CA
1224
Calton & Associates
Florida
$885K +$8.21K +60 +1%
GIP
1225
Granite Investment Partners
California
$884K