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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
2026
Omnia Family Wealth
Florida
$871K +$23.1K +336 +3%
SRSA
2027
S.R. Schill & Associates
Washington
$870K -$8.58K -125 -1%
TCM
2028
Traynor Capital Management
Pennsylvania
$864K +$87.8K +1,279 +12%
RVPG
2029
Relative Value Partners Group
$863K -$199K -2,900 -19%
DA
2030
DSC Advisors
Illinois
$861K +$89.8K +1,308 +12%
TDC
2031
Thompson Davis & Co
Virginia
$855K -$91.6K -1,334 -10%
BIG
2032
Bellwether Investment Group
Tennessee
$854K +$1.85K +27 +0.2%
SAA
2033
Southeast Asset Advisors
Georgia
$841K +$8.72K +127 +1%
MCWS
2034
McKinley Carter Wealth Services
West Virginia
$839K -$2.61K -38 -0.3%
BHB
2035
Bank Hapoalim BM
Israel
$836K -$27.7K -403 -3%
OA
2036
Outfitter Advisors
Virginia
$836K +$6.87K +100 +0.8%
FPCP
2037
Fort Point Capital Partners
California
$828K +$117K +1,700 +16%
SBL
2038
Sargent Bickham Lagudis
Colorado
$825K +$62.2K +906 +8%
SC
2039
Schulhoff & Co
Ohio
$824K
GLA
2040
Good Life Advisors
Pennsylvania
$821K +$46.5K +677 +6%
WCM
2041
Windward Capital Management
California
$821K +$64.5K +940 +9%
LP
2042
LGL Partners
Pennsylvania
$821K +$164K +2,394 +25%
Kayne Anderson Rudnick Investment Management
2043
Kayne Anderson Rudnick Investment Management
California
$818K -$59K -860 -7%
RC
2044
Reik & Co
New York
$818K
GCP
2045
GSA Capital Partners
United Kingdom
$817K +$814K +11,854 New
MC
2046
Mathes Company
New York
$815K +$10.3K +150 +1%
HHC
2047
Hutchin Hill Capital
New York
$813K +$810K +11,800 New
LD
2048
Lipe & Dalton
New York
$802K
WC
2049
Wexford Capital
Florida
$800K -$1.33M -19,400 -63%
SIC
2050
Shoker Investment Counsel
Ohio
$798K -$4.53K -66 -0.6%