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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1101
Apollon Wealth Management
South Carolina
$27.9M +$7.23M +60,105 +40%
AC
1102
Alexandria Capital
Virginia
$27.9M -$441K -3,668 -2%
AAIM
1103
American Assets Investment Management
California
$27.9M
LSPW
1104
Lake Street Private Wealth
Illinois
$27.9M -$246K -2,048 -1%
SC
1105
Saybrook Capital
North Carolina
$27.9M -$153K -1,269 -0.6%
CFGS
1106
Concourse Financial Group Securities
Alabama
$27.8M -$639K -5,314 -2%
MAM
1107
Mark Asset Management
New York
$27.8M +$1.65M +13,694 +7%
PFS
1108
Physicians Financial Services
North Carolina
$27.6M -$1.05M -8,763 -4%
DDPIC
1109
Deroy & Devereaux Private Investment Counsel
Michigan
$27.6M -$2.46M -20,418 -9%
KAS
1110
Kemnay Advisory Services
New York
$27.6M -$2.82M -23,442 -10%
FHB
1111
First Hawaiian Bank
Hawaii
$27.6M -$514K -4,275 -2%
EP
1112
Eudaimonia Partners
Tennessee
$27.5M +$573K +4,763 +2%
SAM
1113
SP Asset Management
California
$27.5M +$1.57M +13,043 +7%
SAS
1114
Sanford Advisory Services
Michigan
$27.5M +$24.9M +206,949 New
FA
1115
Friess Associates
Delaware
$27.5M
SNT
1116
Security National Trust
West Virginia
$27.5M +$12.6M +104,561 +102%
WMSA
1117
Weiss Multi-Strategy Advisers
New York
$27.4M -$8.88M -73,802 -26%
HAIM
1118
Hunter Associates Investment Management
Pennsylvania
$27.4M +$74.6K +620 +0.3%
OA
1119
Oxbow Advisors
Texas
$27.4M -$351K -2,917 -1%
CBB
1120
Citizens Business Bank
California
$27.3M -$1.43M -11,916 -5%
BCM
1121
BTC Capital Management
Iowa
$27.3M +$57.3K +476 +0.2%
JWM
1122
JGP Wealth Management
Oregon
$27.3M +$203K +1,687 +0.9%
RWA
1123
Ropes Wealth Advisors
Massachusetts
$27.2M -$437K -3,629 -2%
CCM
1124
Condor Capital Management
New Jersey
$27.2M -$253K -2,103 -1%
FWP
1125
Falcon Wealth Planning
California
$27.2M +$24.6M +204,815 New