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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1551
Winch Advisory Services
Wisconsin
$29.8M -$593K -2,517 -2%
LSA
1552
L & S Advisors
California
$29.7M -$3.79M -16,084 -12%
CPA
1553
Cardiff Park Advisors
California
$29.7M -$556K -2,358 -2%
BWP
1554
Burling Wealth Partners
Illinois
$29.7M +$28M +118,760 New
SFI
1555
Susquehanna Fundamental Investments
Pennsylvania
$29.7M +$27.9M +118,513 New
RW
1556
RVW Wealth
California
$29.6M +$8.01M +33,993 +40%
CAC
1557
Core Alternative Capital
Georgia
$29.6M -$5.24M -22,242 -16%
SFP
1558
Shepherd Financial Partners
Massachusetts
$29.5M -$831K -3,526 -3%
TSWM
1559
Tyler-Stone Wealth Management
Ohio
$29.5M +$351K +1,488 +1%
CAM
1560
Cypress Asset Management
Texas
$29.5M -$950K -4,033 -3%
TAS
1561
TIFF Advisory Services
Pennsylvania
$29.5M +$19.9M +84,574 +119%
SNB
1562
Security National Bank
Nebraska
$29.4M -$649K -2,752 -2%
MWM
1563
Marietta Wealth Management
Georgia
$29.4M +$188K +797 +0.7%
B
1564
Bellecapital
Switzerland
$29.4M +$961K +4,079 +4%
TI
1565
TTP Investments
California
$29.4M +$1.07M +4,561 +4%
CFGS
1566
Concourse Financial Group Securities
Alabama
$29.3M +$2.41M +10,219 +7%
RAS
1567
RPS Advisory Solutions
Kentucky
$29.3M -$344K -1,460 -1%
GSEP
1568
Golden State Equity Partners
California
$29.3M -$1.89M -8,031 -6%
LF
1569
Lee Financial
Texas
$29.3M -$996K -4,228 -3%
LWM
1570
Liberty Wealth Management
California
$29.2M -$410K -1,740 -1%
SAM
1571
Selway Asset Management
$29.2M -$1.44M -6,096 -5%
TPWA
1572
TRUE Private Wealth Advisors
Oregon
$29.1M -$427K -1,813 -2%
HRC
1573
Hoertkorn Richard Charles
$29.1M -$1.59M -6,756 -5%
BP
1574
Broadleaf Partners
Ohio
$29.1M -$707K -3,001 -3%
JJBC
1575
James J. Burns & Company
New York
$29.1M +$302K +1,283 +1%