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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1451
TruWealth Advisors
Louisiana
$18.5M +$16.7M +139,079 New
JWCA
1452
J.W. Coons Advisors
Ohio
$18.4M -$103K -858 -0.6%
VSI
1453
Verde Servicos Internacionais
Brazil
$18.3M +$16.6M +138,112 New
WCM
1454
Woodson Capital Management
Connecticut
$18.3M +$16.6M +137,900 New
SAM
1455
Security Asset Management
New York
$18.3M +$5.67M +47,180 +52%
FM
1456
Family Management
New York
$18.3M -$981K -8,153 -6%
TC
1457
Tairen Capital
Hong Kong
$18.3M -$52.3M -434,788 -76%
EIM
1458
Essex Investment Management
Massachusetts
$18.2M +$2.56M +21,256 +18%
BA
1459
Ballast Advisors
Minnesota
$18.1M -$962 -8 -0%
WCA
1460
Westover Capital Advisors
Delaware
$18.1M -$90K -748 -0.5%
CCM
1461
Crossvault Capital Management
Texas
$18.1M +$156K +1,298 +1%
CBT
1462
Central Bank & Trust
Kentucky
$18.1M -$399K -3,318 -2%
VV
1463
Verity & Verity
South Carolina
$18.1M -$202K -1,682 -1%
RWM
1464
Rench Wealth Management
Texas
$18.1M -$399K -3,318 -2%
SWM
1465
Segment Wealth Management
Texas
$18.1M -$405K -3,364 -2%
IFWM
1466
Institute for Wealth Management
Colorado
$18M +$34.3K +285 +0.2%
CAM
1467
Centre Asset Management
New York
$18M -$11.2M -93,320 -41%
FG
1468
Foster Group
Iowa
$17.9M +$15.8M +131,316 New
BCM
1469
Blume Capital Management
California
$17.9M -$217K -1,801 -1%
WTFG
1470
Wells Trecaso Financial Group
Ohio
$17.9M -$738K -6,136 -4%
PCMK
1471
Paragon Capital Management (Kansas)
Kansas
$17.9M -$474K -3,942 -3%
BP
1472
Broadleaf Partners
Ohio
$17.9M +$1.07M +8,897 +7%
KWMG
1473
King Wealth Management Group
Florida
$17.9M +$50.5K +420 +0.3%
EGM
1474
Engineers Gate Manager
New York
$17.9M -$4.7M -39,041 -22%
PA
1475
PFG Advisors
Arizona
$17.9M +$104K +863 +0.6%