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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1601
Bay Colony Advisors
Massachusetts
$832K -$696K -25,460 -40%
TA
1602
Tiedemann Advisors
New York
$831K +$66.7K +2,441 +7%
BOS
1603
Bank of Stockton
California
$830K +$2.92K +107 +0.3%
BEI
1604
Benjamin Edwards Inc
Missouri
$830K +$874K +32,005 +564%
FBB
1605
Fulton Breakefield Broenniman
Maryland
$826K -$133K -4,875 -11%
CIM
1606
Chapman Investment Management
California
$824K +$685K +25,080 +203%
FP
1607
Financial Perspectives
Minnesota
$822K -$19.9K -727 -2%
APWM
1608
Atlas Private Wealth Management
New York
$821K +$1.15K +42 +0.1%
MVA
1609
Mount Vernon Associates
Maryland
$816K +$41.6K +1,523 +4%
AI
1610
ArchPoint Investors
Florida
$816K +$76.1K +2,787 +8%
MW
1611
Marcum Wealth
Ohio
$815K -$11.4K -416 -1%
SWA
1612
Stratos Wealth Advisors
Ohio
$815K +$21.2K +776 +2%
TIA
1613
Trust Investment Advisors
Indiana
$814K +$1.09K +40 +0.1%
MCM
1614
McRae Capital Management
New Jersey
$813K +$11.8K +431 +1%
CA
1615
Capital Advantage
California
$811K +$34.1K +1,249 +4%
DBT
1616
Dubuque Bank & Trust
Iowa
$806K +$116K +4,242 +13%
MWM
1617
Maltin Wealth Management
New Jersey
$803K +$609K +22,300 +157%
CWM
1618
Calamos Wealth Management
Illinois
$801K -$111K -4,063 -10%
FRA
1619
Front Row Advisors
California
$801K +$138K +5,034 +17%
I2I
1620
Insight 2811 Inc
Illinois
$796K -$284K -10,393 -22%
MG
1621
Mather Group
Illinois
$795K +$230K +8,436 +30%
BSAM
1622
Blue Square Asset Management
New York
$795K +$987K +36,128 New
BMC
1623
Benin Management Corp
Connecticut
$794K -$46.9K -1,716 -5%
EWF
1624
Epstein & White Financial
California
$793K -$231K -8,443 -19%
TI
1625
Truehand Inc
New Hampshire
$793K -$31.8K -1,165 -3%