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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1001
MPS Loria Financial Planners
Illinois
$11.6M +$50.6K +1,044 +0.4%
BPCE
1002
Bank Pictet & Cie (Europe)
Germany
$11.6M -$1.07M -22,140 -7%
EWM
1003
Endurance Wealth Management
Rhode Island
$11.5M +$343K +7,080 +2%
ACC
1004
Accident Compensation Corp
New Zealand
$11.5M -$562K -11,600 -4%
FFA
1005
First Foundation Advisors
California
$11.5M -$285K -5,872 -2%
PDM
1006
Penn Davis McFarland
Texas
$11.5M -$360K -7,428 -2%
WCMN
1007
Westchester Capital Management (Nebraska)
Nebraska
$11.5M -$15.7K -324 -0.1%
WWM
1008
Western Wealth Management
Colorado
$11.5M +$14.1M +290,540 New
1SB
1009
1ST Source Bank
Indiana
$11.4M -$69.8K -1,440 -0.5%
LA
1010
Lau Associates
Delaware
$11.4M +$818K +16,880 +6%
GLLW
1011
Graves Light Lenhart Wealth
Virginia
$11.4M +$14M +288,636 New
DBG
1012
De Burlo Group
Massachusetts
$11.4M -$7.74M -159,600 -36%
EWA
1013
Exencial Wealth Advisors
Oklahoma
$11.4M -$57.8K -1,192 -0.4%
FA
1014
Fagan Associates
New York
$11.3M -$12.8K -264 -0.1%
1IA
1015
1834 Investment Advisors
Wisconsin
$11.3M +$1.53M +31,548 +12%
Balyasny Asset Management
1016
Balyasny Asset Management
Illinois
$11.3M -$36.7M -756,884 -73%
ET
1017
Equitable Trust
Tennessee
$11.3M -$142K -2,928 -1%
BC
1018
Blackhill Capital
New Jersey
$11.3M +$1.96M +40,400 +16%
SHCM
1019
Stokes & Hubbell Capital Management
Louisiana
$11.2M +$144K +2,976 +1%
FM
1020
Family Management
New York
$11.2M -$1.79M -36,924 -12%
PTC
1021
Private Trust Company
Ohio
$11.2M +$766K +15,804 +6%
NCM
1022
Novare Capital Management
North Carolina
$11.2M -$181K -3,728 -1%
BFIM
1023
Beese Fulmer Investment Management
Ohio
$11.2M +$389K +8,016 +3%
FBB
1024
Fulton Breakefield Broenniman
Maryland
$11.1M +$241K +4,972 +2%
GC
1025
Gratus Capital
Georgia
$11.1M +$253K +5,212 +2%