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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1701
BDO Wealth Advisors
Florida
$14M +$696K +5,784 +6%
SAF
1702
Smith Anglin Financial
Texas
$14M +$12.7M +105,748 New
PAM
1703
Pegasus Asset Management
New York
$14M -$5.65K -47 -0%
MSFS
1704
Main Street Financial Solutions
Pennsylvania
$14M +$12.7M +105,649 New
ISB
1705
Iowa State Bank
Iowa
$14M -$61.7K -513 -0.5%
FPGK
1706
Financial Partners Group (Kansas)
Kansas
$14M -$3.13M -26,027 -20%
HIC
1707
Holderness Investments Company
North Carolina
$14M +$37K +308 +0.3%
S
1708
Seeyond
France
$14M -$1.04M -8,687 -8%
CIG
1709
Consolidated Investment Group
Colorado
$13.9M
OAM
1710
Origin Asset Management
United Kingdom
$13.9M
BG
1711
Berry Group
Massachusetts
$13.9M -$255K -2,117 -2%
CBFP
1712
Cedar Brook Financial Partners
Ohio
$13.9M -$733K -6,096 -6%
CAL
1713
Capital Analysts LLC
Pennsylvania
$13.8M -$3.33M -27,687 -21%
GIA
1714
Guyasuta Investment Advisors
Pennsylvania
$13.8M +$622K +5,174 +5%
CWM
1715
Cordatus Wealth Management
Pennsylvania
$13.8M -$172K -1,433 -1%
1WA
1716
180 Wealth Advisors
Washington
$13.8M +$1.91M +15,902 +17%
Belvedere Trading
1717
Belvedere Trading
Illinois
$13.8M +$12.5M +104,184 New
JWM
1718
Jeppson Wealth Management
California
$13.8M -$145K -1,209 -1%
EH
1719
Employers Holdings
Nevada
$13.8M
AIA
1720
AIMZ Investment Advisors
California
$13.7M +$282K +2,343 +2%
DPIM
1721
Duff & Phelps Investment Management
Illinois
$13.7M -$249K -2,070 -2%
AMG
1722
Asset Management Group
Connecticut
$13.7M +$422K +3,507 +4%
VC
1723
Vicus Capital
Pennsylvania
$13.7M -$316K -2,624 -2%
PF
1724
Phoenix Financial
Israel
$13.6M +$12.4M +102,967 New
CPO
1725
Cerity Partners OCIO
New York
$13.6M +$732K +6,085 +6%