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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1176
Venturi Wealth Management
Texas
$30.3M +$595K +3,275 +2%
RWA
1177
River Wealth Advisors
Pennsylvania
$30.3M +$193K +1,060 +0.6%
WCMN
1178
Westchester Capital Management (Nebraska)
Nebraska
$30.2M +$131K +720 +0.4%
LA
1179
LM Advisors
California
$30.2M +$9.93M +54,636 +51%
CCM
1180
Campbell Capital Management
Florida
$30.2M +$261K +1,435 +0.8%
PFA
1181
Pure Financial Advisors
California
$30.1M +$4.16M +22,854 +15%
P
1182
&Partners
Tennessee
$30.1M +$16.9M +92,919 +112%
FNFDCM
1183
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.1M -$135K -745 -0.4%
DWT
1184
Dorsey & Whitney Trust
South Dakota
$30M -$560K -3,080 -2%
WWA
1185
WCG Wealth Advisors
Nevada
$30M -$9.8M -53,898 -24%
EGM
1186
Engineers Gate Manager
New York
$29.9M +$25.4M +139,810 +407%
AAM
1187
Azzad Asset Management
Virginia
$29.8M +$357K +1,962 +1%
NCL
1188
Nishkama Capital LLC
Puerto Rico
$29.8M +$31.6M +174,016 New
MWA
1189
Miller Wealth Advisors
Colorado
$29.8M -$1.71M -9,403 -5%
GWM
1190
Geneos Wealth Management
Colorado
$29.7M -$1.61M -8,878 -5%
CA
1191
CoreCap Advisors
Michigan
$29.7M +$1.62M +8,893 +5%
SCM
1192
Schnieders Capital Management
California
$29.6M -$1.63M -8,975 -5%
SVWG
1193
Shared Vision Wealth Group
United States
$29.5M -$134K -738 -0.4%
SBCM
1194
Schwerin Boyle Capital Management
Massachusetts
$29.5M -$81.8K -450 -0.3%
PCM
1195
Pennsylvania Capital Management
Pennsylvania
$29.5M -$4.04M -22,241 -11%
BW
1196
Bison Wealth
Georgia
$29.5M +$36.2K +199 +0.1%
ZIG
1197
Zullo Investment Group
Pennsylvania
$29.5M +$214K +1,175 +0.7%
SW
1198
Solidarity Wealth
Utah
$29.3M +$2.47M +13,567 +9%
BFG
1199
Berger Financial Group
Minnesota
$29.3M -$14.5K -80 -0%
JAG
1200
Journey Advisory Group
Kentucky
$29.2M -$45.5K -250 -0.1%
46 47
48
49 50