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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Chemistry Wealth Management
New York
$26.4M +$20.3M +120,750 +395%
AMM
1302
American Money Management
California
$26.4M -$623K -3,703 -2%
HFS
1303
Haverford Financial Services
Pennsylvania
$26.3M -$2.92M -17,351 -10%
MWM
1304
Madison Wealth Management
Ohio
$26.3M -$312K -1,853 -1%
APP
1305
Avantax Planning Partners
Iowa
$26.3M +$16.3K +97 +0.1%
BCMO
1306
Buckingham Capital Management (Ohio)
Ohio
$26.3M -$791K -4,706 -3%
DDPIC
1307
Deroy & Devereaux Private Investment Counsel
Michigan
$26.2M -$1.63M -9,684 -6%
EP
1308
Eudaimonia Partners
Tennessee
$26.2M +$25.2M +150,011 New
SWM
1309
Segment Wealth Management
Texas
$26.2M +$350K +2,082 +1%
PTB
1310
Pioneer Trust Bank
Oregon
$26.1M -$14.1K -84 -0.1%
AWP
1311
Ascent Wealth Partners
New York
$26.1M +$462K +2,745 +2%
AWA
1312
Aaron Wealth Advisors
Illinois
$26.1M +$10.7M +63,818 +75%
QPWM
1313
Quadrant Private Wealth Management
Pennsylvania
$26M +$30.3K +180 +0.1%
WAS
1314
Winch Advisory Services
Wisconsin
$26M -$1.29M -7,686 -5%
MMPW
1315
Mitchell McLeod Pugh & Williams
Alabama
$26M -$310K -1,843 -1%
FC
1316
Fulcrum Capital
Washington
$26M -$433K -2,577 -2%
SMC
1317
Smith, Moore & Co
Missouri
$25.9M -$1.97M -11,720 -7%
HA
1318
Harbor Advisors
Florida
$25.9M – – –
PCOC
1319
Power Corp of Canada
Canada
$25.9M +$24.9M +148,189 New
SIAP
1320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25.8M -$1.21M -7,209 -5%
OMC
1321
Overbrook Management Corp
New York
$25.7M -$510K -3,030 -2%
MCM
1322
Moore Capital Management
New York
$25.7M +$24.8M +147,406 New
GJCM
1323
Grand Jean Capital Management
California
$25.7M -$65.8K -391 -0.3%
MC
1324
Montag & Caldwell
Georgia
$25.7M -$19.2M -113,928 -44%
BWA
1325
BDO Wealth Advisors
Florida
$25.7M -$327K -1,945 -1%
51 52
53
54 55