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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1001
SWS Partners
Ohio
$2.17M +$268K +10,072 +15%
RMSCM
1002
R.M. Sincerbeaux Capital Management
New York
$2.16M
CWS
1003
Confluence Wealth Services
Pennsylvania
$2.16M +$366K +13,757 +22%
JF
1004
Jump Financial
Illinois
$2.15M +$1.05M +39,301 +105%
OFA
1005
Orographic Financial Advisors
Colorado
$2.15M +$2.03M +76,396 New
WSC
1006
Wellington Shields & Co
New York
$2.14M -$124K -4,661 -6%
FMI
1007
F/M Investments
District of Columbia
$2.14M -$5.88M -220,786 -74%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$2.14M +$293K +11,000 +17%
WE
1009
Wealth Effects
Massachusetts
$2.14M +$105K +3,959 +5%
KFGK
1010
Keystone Financial Group (Kentucky)
Kentucky
$2.14M +$216K +8,124 +12%
CCG
1011
Coastwise Capital Group
California
$2.13M +$612 +23 +0%
CC
1012
Chicago Capital
Illinois
$2.12M -$962K -36,125 -32%
TAP
1013
Tounjian Advisory Partners
Florida
$2.12M +$139K +5,218 +7%
AWE
1014
Avidian Wealth Enterprises
Texas
$2.12M +$1.38M +51,722 +218%
HIC
1015
Holderness Investments Company
North Carolina
$2.11M -$22.7K -852 -1%
HA
1016
Herold Advisors
New York
$2.11M +$97K +3,642 +5%
WIS
1017
Wright Investors Service
Connecticut
$2.11M -$113K -4,263 -5%
CC
1018
Cornerstone Capital
California
$2.1M +$1.34M +50,415 +207%
IF
1019
Intrua Financial
Texas
$2.09M -$59.1K -2,221 -3%
CIM
1020
Caldwell Investment Management
Ontario, Canada
$2.09M +$2M +75,000 New
SCM
1021
Superstring Capital Management
New York
$2.08M +$1.97M +74,000 New
WCM
1022
Windward Capital Management
California
$2.07M +$26.1K +979 +1%
AIC
1023
Archer Investment Corporation
Indiana
$2.07M +$2.66K +100 +0.1%
VA
1024
VestGen Advisors
Illinois
$2.06M +$332K +12,488 +19%
UCI
1025
Uncommon Cents Investing
Wisconsin
$2.05M +$28K +1,050 +1%