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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
1076
FineMark National Bank & Trust
Florida
$422K +$25.1K +58 +6%
AIC
1077
Argus Investors Counsel
New York
$421K +$24.6K +57 +6%
IWM
1078
IHT Wealth Management
Illinois
$421K +$230K +533 +96%
CAM
1079
Concorde Asset Management
Michigan
$420K +$244K +566 +109%
SSG
1080
Summit Securities Group
New York
$418K +$467K +1,080 New
DFCM
1081
Dark Forest Capital Management
Puerto Rico
$417K +$465K +1,077 New
CT
1082
Chicago Trust
Illinois
$416K -$6.48K -15 -1%
CAL
1083
Capital Advisors Ltd
Ohio
$414K +$29.4K +68 +7%
PCA
1084
Pallas Capital Advisors
Massachusetts
$412K +$17.7K +41 +4%
RWB
1085
RMR Wealth Builders
New Jersey
$410K -$12.1K -28 -3%
YC
1086
Yarbrough Capital
Tennessee
$409K
SC
1087
Scotia Capital
Ontario, Canada
$408K -$12.5K -29 -3%
MFG
1088
Magnus Financial Group
New York
$408K +$7.34K +17 +2%
DCM
1089
Dupont Capital Management
Delaware
$404K -$29.4K -68 -6%
TW
1090
Transform Wealth
Colorado
$404K -$6.48K -15 -1%
GA
1091
GraniteShares Advisors
New York
$401K -$35.4K -82 -7%
IPAM
1092
ICICI Prudential Asset Management
India
$401K +$83.8K +194 +23%
WBG
1093
Wharton Business Group
Pennsylvania
$400K
GA
1094
Geller Advisors
New York
$400K +$76.9K +178 +21%
KWM
1095
Kingsview Wealth Management
Oregon
$400K +$83.4K +193 +23%
LFAS
1096
Level Four Advisory Services
Texas
$399K -$8.21K -19 -2%
AWA
1097
Arkadios Wealth Advisors
Georgia
$397K +$74.7K +173 +20%
B
1098
Barings
North Carolina
$396K +$89.8K +208 +26%
HI
1099
Horizon Investments
North Carolina
$395K -$579K -1,340 -57%
TIA
1100
Tiemann Investment Advisors
California
$395K +$4.32K +10 +1%