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Name Holding Trade Value Shares
Change
Change in
Stake
PCC
801
Park Circle Company
Maryland
$3.13M +$968K +39,205 +47%
EG
802
Ellerson Group
Maryland
$3.12M +$19.7K +800 +0.7%
WAM
803
Wernau Asset Management
Massachusetts
$3.11M -$53.9K -2,183 -2%
MCM
804
Monarch Capital Management
Indiana
$3.1M +$35.2K +1,425 +1%
FSA
805
Fort Sheridan Advisors
Illinois
$3.09M +$107K +4,324 +4%
HAIM
806
Hunter Associates Investment Management
Pennsylvania
$3.08M +$321 +13 +0%
SCP
807
Shorepoint Capital Partners
Massachusetts
$3.06M +$2.97M +120,211 New
BTI
808
Blue Trust Inc
Georgia
$3.06M +$43.5K +1,761 +1%
WLPWM
809
Walled Lake Planning & Wealth Management
Illinois
$3.06M -$120K -4,862 -4%
BCM
810
Birmingham Capital Management
Alabama
$3.05M -$306K -12,403 -9%
YIH
811
Y-Intercept (HK)
Hong Kong
$3.02M +$2.92M +118,500 New
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.01M -$82.7K -3,352 -3%
FFM
813
Forum Financial Management
Illinois
$3M +$933K +37,820 +47%
RWM
814
Ritholtz Wealth Management
New York
$3M +$712K +28,828 +32%
BRWA
815
B. Riley Wealth Advisors
Florida
$3M -$726K -29,411 -20%
FB
816
Fulton Bank
Pennsylvania
$2.97M +$418K +16,926 +17%
CAU
817
Caxton Associates (UK)
$2.96M -$309K -12,501 -10%
PS
818
Principal Securities
Iowa
$2.94M +$204K +8,264 +8%
DIA
819
Dean Investment Associates
Ohio
$2.94M -$115K -4,671 -4%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$2.93M -$215K -8,708 -7%
JIC
821
Johnson Investment Counsel
Ohio
$2.91M -$238K -9,647 -8%
CCG
822
Cypress Capital Group
Florida
$2.91M +$2.52M +102,210 +851%
CIA
823
Cohen Investment Advisors
New Hampshire
$2.9M +$254K +10,285 +10%
BFG
824
Beacon Financial Group
Texas
$2.9M -$478K -19,354 -15%
PDM
825
Penn Davis McFarland
Texas
$2.89M -$168K -6,810 -6%