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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1351
Oakmont Investment Advisors
Pennsylvania
$2.89M -$147K -1,270 -5%
ML
1352
McAdam LLC
Pennsylvania
$2.89M +$402K +3,481 +17%
HAC
1353
Harbor Advisory Corp
New Hampshire
$2.88M -$62K -537 -2%
SRA
1354
Secured Retirement Advisors
Minnesota
$2.87M -$28.2K -244 -1%
MAM
1355
Madison Asset Management
Wisconsin
$2.87M -$3.12K -27 -0.1%
LFS
1356
Littlejohn Financial Services
Oregon
$2.87M -$1.22M -10,589 -31%
CCA
1357
Checchi Capital Advisers
California
$2.86M +$144K +1,245 +6%
GJWM
1358
Gilliland Jeter Wealth Management
Arkansas
$2.85M -$115 -1 -0%
HKIM
1359
Hayek Kallen Investment Management
Alabama
$2.85M +$2.74M +23,712 New
HR
1360
Howe & Rusling
New York
$2.85M +$115K +1,000 +4%
WWA
1361
WCG Wealth Advisors
Nevada
$2.85M +$51.7K +448 +2%
BHC
1362
Bull Harbor Capital
Maryland
$2.85M +$2.74M +23,691 New
MCM
1363
Marathon Capital Management
Maryland
$2.85M -$1.15M -9,980 -30%
CI
1364
Cigna Investments
Connecticut
$2.85M -$74.8K -648 -3%
BFA
1365
Brendel Financial Advisors
New Hampshire
$2.85M
AG
1366
AlTi Global
New York
$2.85M +$210K +1,823 +8%
MWM
1367
Massachusetts Wealth Management
Massachusetts
$2.84M +$69.3K +600 +3%
EI
1368
Ellevest Inc
New York
$2.84M +$9.58K +83 +0.4%
GCM
1369
Gator Capital Management
Florida
$2.82M -$1.19M -10,312 -31%
OPTFSNA
1370
Old Point Trust & Financial Services N A
Virginia
$2.82M -$81.2K -703 -3%
LC
1371
Lawood & Co
Pennsylvania
$2.82M -$117K -1,015 -4%
NFG
1372
Nations Financial Group
Iowa
$2.82M +$10.5K +91 +0.4%
CA
1373
Callahan Advisors
Texas
$2.82M
MMPW
1374
Mitchell McLeod Pugh & Williams
Alabama
$2.81M +$85.9K +744 +3%
FAM
1375
Fulcrum Asset Management
United Kingdom
$2.81M +$123K +1,066 +5%