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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1426
Institute for Wealth Management
Colorado
$24.7M -$159K -915 -0.7%
GGHC
1427
Gilder Gagnon Howe & Co
New York
$24.7M -$675K -3,876 -3%
CI
1428
Conning Inc
Connecticut
$24.7M -$3.45M -19,815 -13%
GGS
1429
Galvin Gaustad & Stein
Arizona
$24.7M -$321K -1,845 -1%
TWM
1430
Tradition Wealth Management
Minnesota
$24.7M +$501K +2,873 +2%
P
1431
Pitcairn
Pennsylvania
$24.7M -$995K -5,713 -4%
IPW
1432
Inlet Private Wealth
Florida
$24.6M -$812K -4,660 -4%
AP
1433
Atwood & Palmer
Missouri
$24.6M -$2.39M -13,691 -10%
OAM
1434
Occidental Asset Management
California
$24.6M -$694K -3,985 -3%
BTWM
1435
Baker Tilly Wealth Management
Wisconsin
$24.6M -$1.06M -6,068 -5%
PAG
1436
Private Advisory Group
Washington
$24.6M -$1.64M -9,394 -7%
SNB
1437
Security National Bank
Nebraska
$24.6M -$836K -4,796 -4%
WA
1438
Wealth Architects
California
$24.5M -$200K -1,145 -0.9%
AIM
1439
Arcadia Investment Management
Michigan
$24.5M -$227K -1,300 -1%
LA
1440
LVW Advisors
New York
$24.5M -$2.02M -11,581 -8%
CWA
1441
Clarity Wealth Advisors
California
$24.4M +$404K +2,316 +2%
HCM
1442
Harvey Capital Management
Florida
$24.4M -$197K -1,130 -0.9%
SC
1443
Searle & Co
Connecticut
$24.3M -$207K -1,187 -0.9%
FFM
1444
Fullerton Fund Management
Singapore
$24.3M +$14.9M +85,617 +216%
SC
1445
Sepio Capital
Utah
$24.3M -$371K -2,127 -2%
1W
1446
1776 Wealth
Georgia
$24.2M -$1.35M -7,733 -6%
BIC
1447
Beach Investment Counsel
Pennsylvania
$24.2M -$756K -4,340 -3%
MIM
1448
Martin Investment Management
Florida
$24.2M -$1.42M -8,145 -6%
WAM
1449
Wallington Asset Management
Indiana
$24.2M +$153K +876 +0.7%
JWCA
1450
J.W. Coons Advisors
Ohio
$24.2M -$415K -2,380 -2%