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Name Holding Trade Value Shares
Change
Change in
Stake
LCP
1051
Legacy Capital Partners
Wisconsin
$12.1M -$211K -4,328 -2%
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12M +$1.95K +40 +0%
EFS
1053
Essex Financial Services
Connecticut
$12M -$389K -7,984 -3%
NG
1054
NatWest Group
United Kingdom
$12M +$3.8M +78,000 +47%
RL
1055
Ruffer LLP
United Kingdom
$12M -$4.73M -97,116 -29%
DWM
1056
Doyle Wealth Management
Florida
$12M -$85.6K -1,756 -0.7%
AAM
1057
Augustine Asset Management
Florida
$12M -$37.4K -768 -0.3%
SS
1058
Simplicity Solutions
Minnesota
$11.9M -$23.5M -482,016 -67%
NL
1059
NWAM LLC
Washington
$11.9M -$662K -13,588 -5%
WA
1060
WP Advisors
California
$11.9M -$131K -2,684 -1%
RIM
1061
Regent Investment Management
Kentucky
$11.9M -$90.2K -1,852 -0.8%
PIMJS
1062
PKO Investment Management Joint-Stock
Poland
$11.9M -$5.16M -105,900 -31%
KFP
1063
KMG Fiduciary Partners
Ohio
$11.8M -$953K -19,560 -8%
MAM
1064
Mark Asset Management
New York
$11.8M -$2.04M -41,856 -15%
UR
1065
USCA RIA
Texas
$11.7M -$833K -17,104 -7%
TW
1066
TrinityPoint Wealth
Connecticut
$11.7M -$106K -2,184 -1%
RPA
1067
Rock Point Advisors
Vermont
$11.7M -$1.38M -28,304 -11%
AC
1068
Abbrea Capital
California
$11.7M +$271K +5,560 +2%
AWA
1069
ARS Wealth Advisors
Florida
$11.6M -$532K -10,928 -4%
PC
1070
Pecaut & Co
Iowa
$11.6M -$204K -4,184 -2%
MC
1071
Maverick Capital
Texas
$11.6M +$3.72M +76,440 +48%
JFA
1072
Johanson Financial Advisors
California
$11.6M -$196K -4,024 -2%
CG
1073
Cutler Group
California
$11.6M -$8.18M -167,948 -42%
WIS
1074
Wright Investors Service
Connecticut
$11.5M +$1.04M +21,332 +10%
BOS
1075
Bingham Osborn & Scarborough
California
$11.5M +$167K +3,436 +1%