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Name Holding Trade Value Shares
Change
Change in
Stake
BOCM
1001
Bontempo Ohly Capital Management
Maryland
$5.8M +$9.13K +78 +0.2%
VNA
1002
Valley National Advisers
Pennsylvania
$5.78M +$8.78K +75 +0.2%
MDCM
1003
Morgan Dempsey Capital Management
Wisconsin
$5.77M +$153K +1,308 +3%
1WA
1004
180 Wealth Advisors
Washington
$5.76M +$32.7K +279 +0.6%
SW
1005
SVB Wealth
Massachusetts
$5.75M -$344K -2,942 -6%
WMA
1006
West Michigan Advisors
Michigan
$5.75M +$75.8K +648 +1%
SAIG
1007
Semper Augustus Investments Group
Colorado
$5.74M – – –
IFG
1008
Independent Financial Group
California
$5.73M -$652K -5,567 -11%
BAM
1009
BOCHK Asset Management
Hong Kong
$5.7M +$3.61M +30,860 +229%
ST
1010
Spinnaker Trust
Maine
$5.69M -$31.5K -269 -0.6%
BBWA
1011
Bell & Brown Wealth Advisors
California
$5.66M +$64.1K +548 +1%
SCP
1012
Sandhill Capital Partners
New York
$5.66M +$4.57K +39 +0.1%
MPIM
1013
McGinn Penninger Investment Management
Virginia
$5.66M -$32.8K -280 -0.6%
LP
1014
LMR Partners
United Kingdom
$5.66M +$4.8M +41,030 +1,368%
CCWA
1015
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.63M +$1.13M +9,617 +28%
RWM
1016
Rench Wealth Management
Texas
$5.62M +$11.6K +99 +0.2%
JIC
1017
Joel Isaacson & Co
New York
$5.62M +$24.1K +206 +0.5%
PCIA
1018
Prime Capital Investment Advisors
Kansas
$5.6M -$349K -2,984 -6%
MIM
1019
Montgomery Investment Management
Maryland
$5.58M -$43K -367 -0.8%
FWP
1020
FAS Wealth Partners
Kansas
$5.56M +$294K +2,514 +6%
EFS
1021
Essex Financial Services
Connecticut
$5.55M -$112K -961 -2%
RBC
1022
Romano Brothers & Co
Illinois
$5.55M -$21.5K -184 -0.4%
BFO
1023
Boston Family Office
Massachusetts
$5.54M -$279K -2,385 -5%
OCA
1024
OpenArc Corporate Advisory
Georgia
$5.52M -$1.33M -11,348 -21%
CT
1025
Chicago Trust
Illinois
$5.52M -$103K -879 -2%