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Name Holding Trade Value Shares
Change
Change in
Stake
DAL
3026
Delta Accumulation LLC
California
$103K
WI
3027
Wintrust Investments
Illinois
$101K -$425K -1,864 -83%
BFS
3028
Burkett Financial Services
South Carolina
$101K -$73K -320 -45%
DAM
3029
Delta Asset Management
Tennessee
$101K -$1.6K -7 -2%
MFT
3030
Moisand Fitzgerald Tamayo
Florida
$100K +$17.8K +78 +25%
KB
3031
Kimelman & Baird
New York
$98.1K
SR
3032
Syntax Research
Florida
$98.1K
IA
3033
IFS Advisors
Kansas
$97.6K
MIM
3034
Macroview Investment Management
Maryland
$97.1K -$23K -101 -21%
PAM
3035
Paradigm Asset Management
New York
$95.8K
CIR
3036
Clear Investment Research
Georgia
$95.5K -$8.89K -39 -10%
RDIA
3037
RE Dickinson Investment Advisors
Iowa
$94.2K
PAG
3038
Paladin Advisory Group
Iowa
$92.6K
HWA
3039
Heritage Wealth Advisors
Virginia
$91.3K +$9.58K +42 +14%
CIAS
3040
CBIZ Investment Advisory Services
Ohio
$90.5K
APC
3041
Aspire Private Capital
North Carolina
$89.8K -$1.37K -6 -2%
4FG
3042
4Thought Financial Group
New York
$89K
SJIM
3043
St. Johns Investment Management
Florida
$88.4K
EA
3044
Evolution Advisers
Virginia
$87K -$90.8K -398 -54%
BOC
3045
Bull Oak Capital
California
$84.2K
BMC
3046
Bear Mountain Capital
Washington
$83.5K
IWP
3047
IAG Wealth Partners
Wisconsin
$82.7K +$12.5K +55 +21%
FPFS
3048
First Personal Financial Services
North Carolina
$81.1K +$70.7K +310 New
BG
3049
Bollard Group
Massachusetts
$80K
AFWM
3050
Abich Financial Wealth Management
Virginia
$79.8K +$40.1K +176 +136%