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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1301
Trust Asset Management
Texas
$1.37M +$310K +14,394 +30%
WWM
1302
Windsor Wealth Management
Indiana
$1.36M -$23.1K -1,071 -2%
SCA
1303
Sippican Capital Advisors
Massachusetts
$1.36M +$65.3K +3,027 +5%
LCM
1304
Lucas Capital Management
New Jersey
$1.36M -$92.1K -4,269 -6%
EHC
1305
Everett Harris & Co
California
$1.36M -$87.4K -4,051 -6%
BFA
1306
Beacon Financial Advisory
Ohio
$1.35M +$519K +24,063 +63%
SFG
1307
StrategIQ Financial Group
Indiana
$1.35M +$50.3K +2,333 +4%
BCM
1308
Birmingham Capital Management
Alabama
$1.35M +$34.3K +1,589 +3%
RG
1309
Rikoon Group
New Mexico
$1.35M -$92.9K -4,306 -6%
DW
1310
Domani Wealth
Pennsylvania
$1.34M -$143K -6,635 -10%
CAAS
1311
Capital Asset Advisory Services
Michigan
$1.34M +$114K +5,276 +9%
PWSG
1312
Pacific Wealth Strategies Group
California
$1.34M -$1.83M -84,901 -58%
PAM
1313
Peninsula Asset Management
Florida
$1.34M -$52.2K -2,422 -4%
TWA
1314
TCI Wealth Advisors
Arizona
$1.33M -$136K -6,300 -9%
9WM
1315
9258 Wealth Management
Ohio
$1.33M -$210K -9,749 -14%
FBT
1316
First Bankers Trust
Kentucky
$1.32M -$344K -15,961 -21%
RMDI
1317
R.M. Davis Inc
Maine
$1.32M +$107K +4,974 +9%
HFBOT
1318
Home Federal Bank of Tennessee
Tennessee
$1.32M -$250K -11,577 -16%
OCM
1319
Orleans Capital Management
Louisiana
$1.31M -$434K -20,125 -25%
VFG
1320
V2 Financial group
Illinois
$1.31M +$1.3M +60,464 New
CHA
1321
Carmichael Hill & Associates
Maryland
$1.31M -$47.9K -2,222 -4%
IC
1322
Inverness Counsel
New York
$1.3M -$8.8M -408,245 -87%
EWM
1323
Empirical Wealth Management
Washington
$1.3M -$96.2K -4,460 -7%
MSFS
1324
Main Street Financial Solutions
Pennsylvania
$1.3M +$1.29M +59,926 New
FCFC
1325
First Commonwealth Financial Corp
Pennsylvania
$1.3M -$233K -10,795 -15%