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Name Holding Trade Value Shares
Change
Change in
Stake
LCS
1101
Levin Capital Strategies
New York
$312K – – –
ONSWM
1102
Old North State Wealth Management
North Carolina
$310K +$68.3K +1,667 +29%
CIM
1103
CIM Investment Management
Pennsylvania
$310K -$164 -4 -0.1%
CC
1104
Chicago Capital
Illinois
$310K +$304K +7,417 New
HCP
1105
Hexagon Capital Partners
Arkansas
$310K -$15.2K -372 -5%
NHC
1106
Nicholas Hoffman & Company
Georgia
$309K -$286K -6,989 -49%
SOS
1107
Silver Oak Securities
Tennessee
$309K +$302K +7,366 New
ABLA
1108
Alan B. Lancz & Associates
Ohio
$308K +$302K +7,378 New
EC
1109
EntryPoint Capital
New York
$307K +$12.9K +316 +4%
EM
1110
ELCO Management
New York
$305K +$6.15K +150 +2%
Bank Julius Baer & Co
1111
Bank Julius Baer & Co
Switzerland
$305K +$75.7K +1,847 +34%
HR
1112
Hardy Reed
Mississippi
$304K +$11.3K +275 +4%
OWA
1113
One Wealth Advisors
California
$303K +$295K +7,191 New
HC
1114
Hamilton Capital
Ohio
$301K +$295K +7,195 New
NHT
1115
New Hampshire Trust
New Hampshire
$299K +$1.02K +25 +0.4%
IC
1116
Iconiq Capital
California
$299K +$293K +7,142 New
HAS
1117
HBW Advisory Services
California
$298K +$293K +7,138 New
CAL
1118
Capital Analysts LLC
Pennsylvania
$298K +$37.9K +924 +15%
GFP
1119
Gryphon Financial Partners
Ohio
$298K +$292K +7,129 New
PCM
1120
Permanent Capital Management
Illinois
$297K – – –
AIC
1121
Archer Investment Corporation
Indiana
$296K +$9.75K +238 +3%
APWM
1122
Argonautica Private Wealth Management
Massachusetts
$296K +$44.5K +1,085 +18%
DWT
1123
Dorsey & Whitney Trust
South Dakota
$296K +$8.69K +212 +3%
IF
1124
Intrua Financial
Texas
$296K -$9.22K -225 -3%
IFWM
1125
Institute for Wealth Management
Colorado
$294K +$4.88K +119 +2%