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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1026
Accredited Investors
Minnesota
$31M +$81.6K +678 +0.3%
BAM
1027
Berkshire Asset Management
Pennsylvania
$31M +$1.23M +10,232 +5%
Koshinski Asset Management
1028
Koshinski Asset Management
Illinois
$31M +$26.7M +222,031 +94%
EFS
1029
Essex Financial Services
Connecticut
$30.9M +$1.38M +11,500 +5%
WC
1030
Woodstock Corp
Massachusetts
$30.9M +$1.01M +8,436 +4%
KA
1031
Kovack Advisors
Florida
$30.9M +$761K +6,330 +3%
DAM
1032
Draper Asset Management
New York
$30.7M +$27.8M +231,263 New
IAM
1033
Infusive Asset Management
New York
$30.7M +$27.8M +231,250 New
BFIC
1034
Bedell Frazier Investment Counselling
California
$30.6M -$528K -4,387 -2%
UR
1035
USCA RIA
Texas
$30.6M +$15.8K +131 +0.1%
CIS
1036
Connors Investor Services
Pennsylvania
$30.6M +$2.08M +17,331 +8%
TCOT
1037
Trust Company of Toledo
Ohio
$30.5M -$57K -474 -0.2%
LWM
1038
Laidlaw Wealth Management
New York
$30.5M +$10.1M +84,114 +58%
PFA
1039
Paradigm Financial Advisors
Missouri
$30.5M -$2.69M -22,323 -9%
Wealth Enhancement Advisory Services
1040
Wealth Enhancement Advisory Services
Minnesota
$30.4M -$600K -4,989 -2%
TA
1041
Tiedemann Advisors
New York
$30.4M -$2.55M -21,188 -8%
DBT
1042
Dubuque Bank & Trust
Iowa
$30.4M -$1.26M -10,443 -4%
TCBWMS
1043
Texas Capital Bank Wealth Management Services
Texas
$30.3M +$6.97M +57,917 +34%
CI
1044
Conning Inc
Connecticut
$30.3M -$1.8M -14,930 -6%
AC
1045
Abbrea Capital
California
$30.3M +$1.73M +14,403 +7%
CCFCSB
1046
Cape Cod Five Cents Savings Bank
Massachusetts
$30.3M -$371K -3,083 -1%
ST
1047
Spinnaker Trust
Maine
$30.2M -$294K -2,446 -1%
KJHP
1048
K.J. Harrison & Partners
Ontario, Canada
$30.2M +$241K +2,000 +0.9%
MMC
1049
Mizuho Markets Cayman
Cayman Islands
$30.1M +$9.11M +75,729 +50%
ZDA
1050
Zweig-DiMenna Associates
New York
$30M -$13.4M -111,041 -33%