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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2101
Delta Investment Management
California
$289K
SWAG
2102
Spectrum Wealth Advisory Group
California
$289K +$735 +35 +0.2%
PA
2103
Perennial Advisors
New York
$289K +$1.18K +56 +0.4%
GAM
2104
Garrison Asset Management
Arkansas
$288K +$3.44K +164 +1%
GC
2105
GFG Capital
Florida
$287K -$44.2K -2,103 -13%
GFP
2106
Gryphon Financial Partners
Ohio
$285K -$163K -7,775 -36%
BHB
2107
Bank Hapoalim BM
Israel
$285K -$127K -6,031 -30%
FWM
2108
ForthRight Wealth Management
Georgia
$285K +$293K +13,960 New
QT
2109
Quantamental Technologies
New York
$284K -$731K -34,815 -71%
GIP
2110
Greatmark Investment Partners
Georgia
$284K -$1.83K -87 -0.6%
CCM
2111
Community Capital Management
Florida
$284K
WA
2112
Wealth Advisors
California
$284K
HKAM
2113
Horizon Kinetics Asset Management
New York
$282K -$21.4K -1,018 -7%
BA
2114
Bridgewater Associates
Connecticut
$282K -$20.6K -980 -7%
IWP
2115
Icon Wealth Partners
Texas
$281K -$181K -8,637 -39%
WAS
2116
Wealth Advisory Solutions
Indiana
$281K -$28.4K -1,354 -9%
GGS
2117
Galvin Gaustad & Stein
Arizona
$281K -$16.6K -788 -5%
HWA
2118
HHM Wealth Advisors
Tennessee
$280K -$2.96K -141 -1%
BDF
2119
Black Diamond Financial
Maryland
$280K +$53.8K +2,559 +23%
FM
2120
Family Management
New York
$279K -$82.9K -3,944 -22%
PSB
2121
Piscataqua Savings Bank
New Hampshire
$279K -$3.68K -175 -1%
KP
2122
Keel Point
Alabama
$279K +$3.42K +163 +1%
AC
2123
Applied Capital
Arkansas
$279K +$13.1K +623 +5%
VAG
2124
VisionPoint Advisory Group
Texas
$278K -$235K -11,176 -43%
IAS
2125
IMA Advisory Services
Colorado
$278K