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Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
651
Texas Yale Capital Corp
Florida
$2.25M -$18.4K -125 -0.8%
BFO
652
Biltmore Family Office
North Carolina
$2.24M -$17.6K -120 -0.8%
DCA
653
DSG Capital Advisors
Minnesota
$2.24M – – –
DWA
654
Douglass Winthrop Advisors
New York
$2.23M -$11.6K -79 -0.5%
MWM
655
Massachusetts Wealth Management
Massachusetts
$2.22M +$22K +150 +1%
CT
656
Caldwell Trust
Florida
$2.21M -$41.4K -282 -2%
KCM
657
Kornitzer Capital Management
Kansas
$2.21M -$93.3K -635 -4%
RC
658
RBF Capital
California
$2.2M – – –
PFS
659
Physicians Financial Services
North Carolina
$2.19M +$25.9K +176 +1%
AMG
660
Advisors Management Group
Wisconsin
$2.19M -$9.84K -67 -0.4%
PI
661
PFG Investments
New York
$2.17M -$71.6K -487 -3%
LPT
662
Legacy Private Trust
Wisconsin
$2.17M +$1.72M +11,680 +379%
NCM
663
NCM Capital Management
New Jersey
$2.14M -$69.8K -475 -3%
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
$2.13M -$3.29M -22,376 -61%
Bank Julius Baer & Co
665
Bank Julius Baer & Co
Switzerland
$2.12M +$403K +2,745 +23%
NGA
666
Naples Global Advisors
Florida
$2.12M -$31.3K -213 -1%
SGCA
667
Steel Grove Capital Advisors
Tennessee
$2.11M +$12.8K +87 +0.6%
AG
668
AlTi Global
New York
$2.11M -$138K -942 -6%
WI
669
Wahed Invest
New York
$2.09M +$44.5K +303 +2%
WFC
670
Western Financial Corp
California
$2.08M +$160K +1,092 +8%
FP
671
Financial Perspectives
Minnesota
$2.06M +$27.2K +185 +1%
GF
672
Gabelli Funds
New York
$2.03M +$1.59M +10,850 +362%
CC
673
Courier Capital
New York
$2.03M -$17.5K -119 -0.9%
DIA
674
Dana Investment Advisors
Wisconsin
$2.03M – – –
ECM
675
Evergreen Capital Management
Washington
$2.02M +$28.1K +191 +1%