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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1651
Holderness Investments Company
North Carolina
$14.7M +$456K +3,100 +3%
RWM
1652
RKL Wealth Management
Pennsylvania
$14.7M -$1.93M -13,140 -11%
CCM
1653
Consolidated Capital Management
California
$14.7M +$4.56K +31 +0%
BCA
1654
Berman Capital Advisors
Georgia
$14.6M +$1M +6,801 +7%
TWM
1655
Titus Wealth Management
California
$14.6M +$4.23M +28,751 +39%
PFGIA
1656
Patriot Financial Group Insurance Agency
Massachusetts
$14.6M -$840K -5,703 -5%
WAS
1657
WESPAC Advisors SoCal
California
$14.6M +$102K +692 +0.7%
WFG
1658
Wills Financial Group
Virginia
$14.6M -$1.56M -10,575 -9%
DSC
1659
Duncker Streett & Co
Missouri
$14.6M -$1.01M -6,849 -6%
AC
1660
Asio Capital
Kentucky
$14.6M +$423K +2,876 +3%
AIA
1661
AIMZ Investment Advisors
California
$14.5M -$71.1K -483 -0.5%
FDCC
1662
Foster Dykema Cabot & Co
Massachusetts
$14.5M +$177K +1,204 +1%
BOS
1663
Bingham Osborn & Scarborough
California
$14.5M -$1.11M -7,549 -7%
AAF
1664
Andra AP-fonden
Sweden
$14.4M -$1.09M -7,400 -7%
JWM
1665
Jeppson Wealth Management
California
$14.4M -$20K -136 -0.1%
GCA
1666
Gradient Capital Advisors
California
$14.4M +$346K +2,352 +2%
PWM
1667
Paulson Wealth Management
Illinois
$14.4M -$10.9K -74 -0.1%
ADL
1668
Asset Dedication LLC
California
$14.4M +$469K +3,183 +3%
AMG
1669
Asset Management Group
Connecticut
$14.4M -$748K -5,084 -5%
SWIG
1670
Strategic Wealth Investment Group
Kentucky
$14.4M +$1.97M +13,362 +15%
CFMC
1671
Curbstone Financial Management Corp
New Hampshire
$14.4M -$391K -2,654 -3%
OSNBOA
1672
Old Second National Bank of Aurora
Illinois
$14.3M -$503K -3,419 -3%
SG
1673
StoneX Group
New York
$14.3M +$260K +1,765 +2%
JEST
1674
JTC Employer Solutions Trustee
Jersey
$14.3M +$493K +3,351 +3%
SIC
1675
SFE Investment Counsel
California
$14.3M -$1.07M -7,242 -7%