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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1501
GAMCO Investors
Connecticut
$29.8M -$481K -2,130 -2%
APW
1502
Aventura Private Wealth
Florida
$29.8M +$520K +2,301 +2%
HIC
1503
Holderness Investments Company
North Carolina
$29.8M -$1.32M -5,844 -5%
SSG
1504
Summit Securities Group
New York
$29.7M +$3.79M +16,770 +17%
MAM
1505
Mystic Asset Management
Rhode Island
$29.7M -$918K -4,062 -3%
WRPWM
1506
Werba Rubin Papier Wealth Management
California
$29.7M +$316K +1,401 +1%
HW
1507
Hamilton Wealth
California
$29.7M +$527K +2,331 +2%
LGWM
1508
Litman Gregory Wealth Management
California
$29.7M -$1.84M -8,148 -7%
Members Trust
1509
Members Trust
Florida
$29.6M -$437K -1,933 -2%
TCA
1510
Trifecta Capital Advisors
Illinois
$29.6M -$2.63M -11,623 -9%
DWM
1511
Diversify Wealth Management
Utah
$29.6M +$970K +4,292 +4%
PCA
1512
Providence Capital Advisors
North Carolina
$29.6M +$706K +3,127 +3%
SF
1513
Seek First
California
$29.5M -$1.29M -5,710 -5%
CA
1514
Cornerstone Advisory
Maryland
$29.5M +$392K +1,735 +2%
WPW
1515
Waldron Private Wealth
Pennsylvania
$29.5M +$700K +3,100 +3%
MIG
1516
McGuire Investment Group
Rhode Island
$29.5M -$156K -689 -0.6%
JRP
1517
Jasper Ridge Partners
California
$29.5M
SFM
1518
Signet Financial Management
New Jersey
$29.4M -$457K -2,025 -2%
OCAM
1519
Onex Canada Asset Management
Ontario, Canada
$29.4M -$519K -2,296 -2%
JSC
1520
Jackson Square Capital
California
$29.4M +$10.8M +47,600 +70%
JJBC
1521
James J. Burns & Company
New York
$29.3M -$214K -946 -0.8%
DCM
1522
Decatur Capital Management
Georgia
$29.3M +$299K +1,323 +1%
LF
1523
Lee Financial
Texas
$29.3M +$10.3M +45,714 +66%
EFG
1524
Everhart Financial Group
Ohio
$29.3M +$91.3K +404 +0.4%
PDL
1525
Portfolio Design Labs
California
$29.3M +$15.3M +67,547 +143%