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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1026
IBEX Wealth Advisors
New Jersey
$4.36M -$124K -374 -3%
PCIG
1027
Partners Capital Investment Group
Massachusetts
$4.36M +$2.03M +6,101 +100%
BL
1028
BFSG LLC
California
$4.34M -$52.2K -157 -1%
AWM
1029
Altium Wealth Management
New York
$4.33M +$104K +312 +3%
IG
1030
Inherent Group
New York
$4.31M -$6.65M -20,000 -62%
SCP
1031
Steamboat Capital Partners
New York
$4.29M -$18M -54,077 -82%
1SB
1032
1ST Source Bank
Indiana
$4.29M -$439K -1,319 -10%
M2MC
1033
Matthew 25 Management Corp
Pennsylvania
$4.28M -$665K -2,000 -14%
FCM
1034
Fairbanks Capital Management
California
$4.28M -$2.33K -7 -0.1%
GIM
1035
Goelzer Investment Management
Indiana
$4.24M -$287K -863 -7%
SB
1036
Strategic Blueprint
Georgia
$4.23M +$1.73M +5,195 +78%
IAN
1037
Integrated Advisors Network
Texas
$4.22M +$40.9K +123 +1%
SC
1038
Sepio Capital
Utah
$4.21M +$2.83M +8,514 +260%
WP
1039
WMS Partners
Maryland
$4.21M -$42.2K -127 -1%
PC
1040
Pecaut & Co
Iowa
$4.2M -$2.33M -7,015 -37%
EB
1041
Eastern Bank
Massachusetts
$4.18M -$19.6K -59 -0.5%
OCM
1042
Orser Capital Management
Texas
$4.17M +$612K +1,840 +19%
AAMA
1043
Advanced Asset Management Advisors
Ohio
$4.16M -$54.9K -165 -1%
GWM
1044
Geneos Wealth Management
Colorado
$4.16M +$588K +1,767 +16%
OHIS
1045
Oak Harvest Investment Services
Texas
$4.16M +$3.87M +11,646 New
Hudson Bay Capital Management
1046
Hudson Bay Capital Management
Connecticut
$4.14M +$3.86M +11,606 New
FCIM
1047
Fairview Capital Investment Management
California
$4.14M -$9.98K -30 -0.3%
SFFS
1048
Stonehage Fleming Financial Services
Jersey
$4.13M -$36.6K -110 -0.9%
NSIM
1049
North Star Investment Management
Illinois
$4.12M +$78.8K +237 +2%
SMG
1050
Spectrum Management Group
Indiana
$4.11M -$1.05M -3,167 -22%