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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
1301
Trivant Custom Portfolio Group
California
$2.92M -$158K -1,528 -5%
HIC
1302
Harvey Investment Company
Kentucky
$2.91M
DMC
1303
Drexel Morgan & Co
Pennsylvania
$2.91M
KA
1304
Keene & Associates
Texas
$2.91M +$256K +2,485 +9%
CAIM
1305
Catherine Avery Investment Management
Florida
$2.91M +$3.01M +29,234 New
SC
1306
Syon Capital
California
$2.91M +$71.1K +690 +2%
TAM
1307
Trust Asset Management
Texas
$2.9M
WWM
1308
Western Wealth Management
Colorado
$2.89M +$38.6K +374 +1%
TCWA
1309
Turtle Creek Wealth Advisors
Texas
$2.89M -$616K -5,973 -17%
FWM
1310
Fairhaven Wealth Management
Illinois
$2.89M -$105K -1,019 -3%
CPA
1311
Court Place Advisors
Maryland
$2.88M -$286K -2,771 -9%
CAM
1312
Chesapeake Asset Management
New York
$2.88M +$4.12K +40 +0.1%
HI
1313
Humankind Investments
New York
$2.88M +$541K +5,248 +22%
LWA
1314
Lineweaver Wealth Advisors
Ohio
$2.87M -$496K -4,807 -14%
ANBT
1315
American National Bank & Trust
Texas
$2.87M -$37.8K -367 -1%
IIC
1316
Integrated Investment Consultants
Michigan
$2.84M -$60.3M -584,862 -95%
HAC
1317
Harbor Advisory Corp
New Hampshire
$2.84M
LPT
1318
Legacy Private Trust
Wisconsin
$2.84M +$290K +2,814 +11%
SAM
1319
Secure Asset Management
Michigan
$2.83M +$30.2K +293 +1%
VIA
1320
Vickerman Investment Advisors
Washington
$2.81M +$15.6K +151 +0.5%
DFG
1321
Delta Financial Group
New Jersey
$2.81M +$77K +747 +3%
FMI
1322
F/M Investments
District of Columbia
$2.81M +$120K +1,161 +4%
BI
1323
Berkeley Inc
Idaho
$2.8M -$2.92M -28,307 -50%
NFG
1324
Nations Financial Group
Iowa
$2.8M -$2M -19,411 -41%
WGAM
1325
Wilkinson Global Asset Management
New York
$2.8M -$4.12K -40 -0.1%