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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1051
Inlet Private Wealth
Florida
$3.04M +$1.01M +25,243 +50%
HW
1052
Hedeker Wealth
Illinois
$3.03M +$38.1K +951 +1%
PHS
1053
Pekin Hardy Strauss
Illinois
$3.02M -$8.45K -211 -0.3%
ESB
1054
Essex Savings Bank
Connecticut
$3.01M -$93.7K -2,340 -3%
GIM
1055
Guild Investment Management
California
$3M +$2.99M +74,581 New
CAI
1056
Capital Advisors Inc
Oklahoma
$3M -$8.6M -214,755 -74%
JCM
1057
Jacobi Capital Management
Pennsylvania
$3M +$261K +6,529 +10%
SIMM
1058
Stillwater Investment Management (Minnesota)
Minnesota
$2.99M -$28K -700 -0.9%
LIC
1059
Lodestar Investment Counsel
Illinois
$2.98M
MF
1060
MHI Funds
New York
$2.98M -$684K -17,078 -19%
MDCM
1061
Morgan Dempsey Capital Management
Wisconsin
$2.98M +$60.2K +1,502 +2%
AWM
1062
Altium Wealth Management
New York
$2.96M -$26.1K -651 -0.9%
TWA
1063
TCI Wealth Advisors
Arizona
$2.95M +$10.3K +258 +0.4%
CCM
1064
Cohen Capital Management
California
$2.95M
TA
1065
Tiedemann Advisors
New York
$2.95M -$109K -2,725 -4%
ACP
1066
Aviance Capital Partners
Florida
$2.95M +$7.93K +198 +0.3%
NA
1067
Navellier & Associates
Nevada
$2.94M -$9.93K -248 -0.3%
DWM
1068
Dakota Wealth Management
Florida
$2.94M -$530K -13,228 -15%
EWA
1069
EP Wealth Advisors
California
$2.92M +$202K +5,041 +7%
CG
1070
Caprock Group
Idaho
$2.92M -$44.1K -1,101 -1%
BCMO
1071
Buckingham Capital Management (Ohio)
Ohio
$2.91M -$386K -9,648 -12%
BOCM
1072
Bontempo Ohly Capital Management
Maryland
$2.91M -$1.23M -30,730 -30%
CAM
1073
Cacti Asset Management
Georgia
$2.9M
AFM
1074
Abbot Financial Management
Massachusetts
$2.9M +$10.5K +263 +0.4%
HWA
1075
Heritage Wealth Advisors
Virginia
$2.9M -$608K -15,179 -17%