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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1051
Leavell Investment Management
Alabama
$5.02M +$285K +2,749 +6%
HAI
1052
Hennessy Advisors Inc
California
$5M -$270K -2,600 -5%
JWM
1053
Jackson Wealth Management
Florida
$5M -$33.8K -326 -0.7%
AA
1054
Ancora Advisors
Ohio
$4.99M +$160K +1,537 +3%
RWM
1055
Rockline Wealth Management
New York
$4.99M +$4.75M +45,777 New
B
1056
Bailard
California
$4.97M -$218K -2,102 -4%
FCMT
1057
Founders Capital Management (Texas)
Texas
$4.96M -$26.6K -256 -0.6%
CT
1058
Chicago Trust
Illinois
$4.96M -$179K -1,725 -4%
PWP
1059
Perfromance Wealth Partners
Illinois
$4.95M -$237K -2,281 -5%
Verition Fund Management
1060
Verition Fund Management
Connecticut
$4.95M -$4.94M -47,597 -51%
RP
1061
Rowlandmiller & Partners
Georgia
$4.94M -$56.6K -545 -1%
AR
1062
Advisory Research
Illinois
$4.92M -$3.32M -32,009 -42%
GIM
1063
Greylin Investment Management
Virginia
$4.89M -$106K -1,025 -2%
RC
1064
Roundview Capital
New Jersey
$4.88M +$85.8K +827 +2%
SAIG
1065
Semper Augustus Investments Group
Colorado
$4.86M +$13.6K +131 +0.3%
CHAM
1066
Clear Harbor Asset Management
Connecticut
$4.85M -$21.3K -205 -0.5%
HVP
1067
Hudson Value Partners
Florida
$4.85M +$186K +1,794 +4%
CCG
1068
Chatham Capital Group
Georgia
$4.85M +$14K +135 +0.3%
BCM
1069
Birmingham Capital Management
Alabama
$4.84M -$226K -2,175 -5%
FWM
1070
Finer Wealth Management
Massachusetts
$4.82M -$71.7K -691 -2%
SSI
1071
Scott & Selber Inc
Texas
$4.82M -$48.1K -463 -1%
EWM
1072
Executive Wealth Management
Michigan
$4.82M +$4.17M +40,135 +984%
SIM
1073
Studio Investment Management
Illinois
$4.81M -$328K -3,163 -7%
LSAG
1074
Lake Street Advisors Group
New Hampshire
$4.81M -$53.3K -513 -1%
AAS
1075
Ameritas Advisory Services
Nebraska
$4.81M -$1.91M -18,447 -31%