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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1701
Covenant Asset Management
New Jersey
$16.9M -$249K -1,372 -1%
SC
1702
Sepio Capital
Utah
$16.9M -$793K -4,359 -4%
MCP
1703
Mirador Capital Partners
California
$16.9M +$569K +3,130 +3%
SC
1704
Schubert & Co
Texas
$16.8M -$40K -220 -0.2%
HIC
1705
Harbor Island Capital
Massachusetts
$16.8M -$145K -800 -0.8%
PCH
1706
PGIM Custom Harvest
New Jersey
$16.7M +$661K +3,637 +4%
FM
1707
Family Management
New York
$16.7M -$257K -1,415 -1%
AAA
1708
Adams Asset Advisors
Texas
$16.7M -$326K -1,795 -2%
TGCMU
1709
Titan Global Capital Management USA
New York
$16.7M -$25.8K -142 -0.1%
PCA
1710
Providence Capital Advisors
North Carolina
$16.6M +$940K +5,172 +6%
WF
1711
WoodTrust Financial
Wisconsin
$16.6M -$996K -5,478 -5%
NM
1712
NWI Management
New York
$16.6M +$17.6M +97,000 New
HWM
1713
HFR Wealth Management
New York
$16.6M -$27.6K -152 -0.2%
PCMK
1714
Paragon Capital Management (Kansas)
Kansas
$16.6M -$283K -1,557 -2%
CCMW
1715
Cypress Capital Management (Wyoming)
Wyoming
$16.5M -$145K -798 -0.8%
UAM
1716
UAS Asset Management
New York
$16.5M -$13.5M -74,262 -44%
THWM
1717
Taylor Hoffman Wealth Management
Virginia
$16.5M -$371K -2,042 -2%
BBNA
1718
Bremer Bank National Association
Minnesota
$16.5M -$1.07M -5,910 -6%
EWM
1719
EPG Wealth Management
Georgia
$16.5M -$13.1K -72 -0.1%
PWS
1720
Peterson Wealth Services
Utah
$16.5M +$307K +1,688 +2%
PS
1721
Portfolio Strategies
New York
$16.5M +$15.2M +83,429 +653%
HA
1722
Herold Advisors
New York
$16.5M +$709K +3,897 +4%
WAS
1723
WESPAC Advisors SoCal
California
$16.5M -$1.69M -9,289 -9%
SW
1724
SkyOak Wealth
Michigan
$16.5M -$119K -654 -0.7%
GM
1725
GeoWealth Management
Illinois
$16.5M +$5.68M +31,243 +48%