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Name Holding Trade Value Shares
Change
Change in
Stake
BBR Partners
1101
BBR Partners
New York
$56.2M -$1.83M -6,390 -3%
Angeles Wealth Management
1102
Angeles Wealth Management
California
$56M +$3.21M +11,237 +6%
Flagship Harbor Advisors
1103
Flagship Harbor Advisors
Massachusetts
$56M +$852K +2,978 +2%
Fiduciary Financial Group
1104
Fiduciary Financial Group
California
$55.9M +$93.5K +327 +0.2%
Elyxium Wealth
1105
Elyxium Wealth
California
$55.7M +$29.3M +102,344 +113%
Blue Fin Capital
1106
Blue Fin Capital
Rhode Island
$55.6M +$205K +717 +0.4%
EverSource Wealth Advisors
1107
EverSource Wealth Advisors
Alabama
$55.5M -$18.1M -63,139 -25%
SCS Capital Management
1108
SCS Capital Management
Massachusetts
$55.1M -$2.39M -8,371 -4%
Solidarity Wealth
1109
Solidarity Wealth
Utah
$55.1M -$6.31M -22,068 -10%
Biondo Investment Advisors
1110
Biondo Investment Advisors
Pennsylvania
$55.1M -$5.73M -20,035 -10%
CoreCap Advisors
1111
CoreCap Advisors
Michigan
$55M +$7.28M +25,434 +15%
Columbia Asset Management
1112
Columbia Asset Management
Michigan
$55M -$2.32M -8,107 -4%
DNCA Finance
1113
DNCA Finance
France
$54.9M +$7.24M +25,299 +15%
Harbour Trust & Investment Management
1114
Harbour Trust & Investment Management
Indiana
$54.9M -$1.47M -5,139 -3%
New Republic Capital
1115
New Republic Capital
North Carolina
$54.8M +$42.2M +147,369 +350%
American National Bank & Trust
1116
American National Bank & Trust
Texas
$54.8M -$1.42M -4,973 -3%
DSG Capital Advisors
1117
DSG Capital Advisors
Minnesota
$54.7M -$366K -1,278 -0.7%
Cascade Financial Partners
1118
Cascade Financial Partners
California
$54.5M -$373K -1,303 -0.7%
River Wealth Advisors
1119
River Wealth Advisors
Pennsylvania
$54.5M +$1.1M +3,830 +2%
Coastline Trust
1120
Coastline Trust
Rhode Island
$54.5M -$88.7K -310 -0.2%
Vantage Investment Partners
1121
Vantage Investment Partners
Missouri
$54.4M +$5.28M +18,448 +11%
Harold Davidson & Associates
1122
Harold Davidson & Associates
California
$54.4M -$1.95M -6,824 -4%
Alerus Financial
1123
Alerus Financial
North Dakota
$54.3M +$428K +1,495 +0.8%
Longbow Finance
1124
Longbow Finance
Switzerland
$54M +$7.75M +27,087 +17%
Corda Investment Management
1125
Corda Investment Management
Texas
$54M +$750K +2,621 +1%