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Name Holding Trade Value Shares
Change
Change in
Stake
BII
1001
Bainco International Investors
Massachusetts
$2.65M -$50.8K -2,118 -2%
JIC
1002
Joel Isaacson & Co
New York
$2.64M -$719K -29,962 -22%
SWMG
1003
Signature Wealth Management Group
Georgia
$2.63M +$21.4K +892 +0.9%
HCM
1004
Hengehold Capital Management
Ohio
$2.63M +$376K +15,696 +18%
WFG
1005
Wills Financial Group
Virginia
$2.62M -$166K -6,941 -6%
GLA
1006
Great Lakes Advisors
Illinois
$2.62M +$111K +4,632 +5%
BST
1007
Bath Savings Trust
Maine
$2.62M +$74.1K +3,091 +3%
BO
1008
BRR OpCo
Ohio
$2.61M -$977K -40,723 -28%
DWM
1009
Darwin Wealth Management
Florida
$2.6M +$50.3K +2,097 +2%
SC
1010
Searle & Co
Connecticut
$2.6M +$231K +9,652 +10%
FCA
1011
FinTrust Capital Advisors
South Carolina
$2.6M +$147K +6,143 +6%
BLA
1012
Balter Liquid Alternatives
Massachusetts
$2.59M +$261K +10,885 +12%
OAM
1013
Oak Asset Management
California
$2.58M +$142K +5,909 +6%
DG
1014
Delek Group
Israel
$2.58M -$31.9K -1,329 -1%
OAM
1015
Ostrum Asset Management
France
$2.57M
AIA
1016
Armor Investment Advisors
North Carolina
$2.55M +$24.5K +1,022 +1%
RCAG
1017
Rehmann Capital Advisory Group
Michigan
$2.54M +$64.4K +2,684 +3%
MC
1018
Mathes Company
New York
$2.54M +$47.6K +1,986 +2%
CIAS
1019
Capital Investment Advisory Services
North Carolina
$2.54M +$249K +10,396 +11%
LOAME
1020
Lombard Odier Asset Management (Europe)
United Kingdom
$2.54M +$95.2K +3,970 +4%
BCFS
1021
Butensky & Cohen Financial Security
Florida
$2.53M +$177K +7,359 +8%
BAM
1022
Belpointe Asset Management
Nevada
$2.52M -$1.02M -42,729 -30%
BPA
1023
Beacon Pointe Advisors
California
$2.51M +$176K +7,337 +8%
TPA
1024
Trivium Point Advisory
Connecticut
$2.51M +$34.3K +1,431 +1%
SIAG
1025
Signet Investment Advisory Group
Rhode Island
$2.51M +$13K +542 +0.5%