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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1401
Cozad Asset Management
Illinois
$19.4M -$537K -4,141 -3%
DS
1402
DRW Securities
Illinois
$19.4M +$18.3M +141,470 New
SXL
1403
Summit X LLC
Missouri
$19.4M +$58.2K +449 +0.3%
VAS
1404
Valicenti Advisory Services
New York
$19.2M -$731K -5,641 -4%
ATI
1405
Act Two Investors
California
$19.2M -$9.72K -75 -0.1%
WA
1406
Winfield Associates
Ohio
$19.2M -$398K -3,068 -2%
TIA
1407
Traphagen Investment Advisors
New Jersey
$19.2M -$13K -100 -0.1%
HIIFS
1408
Harel Insurance Investments & Financial Services
Israel
$19.1M -$2.86M -22,072 -33%
SWM
1409
Segment Wealth Management
Texas
$19.1M +$172K +1,329 +1%
IPW
1410
Inlet Private Wealth
Florida
$19.1M +$5.05K +39 +0%
MPI
1411
Mairs & Power Inc
Minnesota
$19.1M -$996K -7,690 -5%
DWT
1412
Dorsey & Whitney Trust
South Dakota
$19.1M -$117K -900 -0.6%
BA
1413
Ballast Advisors
Minnesota
$19M +$7K +54 +0%
GC
1414
GFG Capital
Florida
$19M +$55.8K +431 +0.3%
PWSG
1415
Pacific Wealth Strategies Group
California
$19M -$18.4K -142 -0.1%
CIS
1416
Capital International Sarl
California
$19M -$996K -7,688 -5%
IFWM
1417
Institute for Wealth Management
Colorado
$18.9M +$224K +1,728 +1%
SEP
1418
Southland Equity Partners
Missouri
$18.9M +$818K +6,317 +5%
CAG
1419
Csenge Advisory Group
Florida
$18.9M +$2.28M +17,566 +15%
M2MC
1420
Matthew 25 Management Corp
Pennsylvania
$18.8M -$2.92M -22,500 -14%
TCBWMS
1421
Texas Capital Bank Wealth Management Services
Texas
$18.8M -$301K -2,326 -2%
AWM
1422
Altavista Wealth Management
North Carolina
$18.8M +$144K +1,109 +0.8%
CB
1423
Cadence Bank
Mississippi
$18.7M -$981K -7,574 -5%
HIP
1424
HUB Investment Partners
Texas
$18.7M +$4.76M +36,732 +37%
HCM
1425
Harvey Capital Management
Florida
$18.7M +$22K +170 +0.1%