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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1726
ICA Group Wealth Management
Colorado
$15.4M -$12.2K -83 -0.1%
WA
1727
WealthTrust Axiom
Pennsylvania
$15.3M +$109K +739 +0.8%
CWM
1728
Circle Wealth Management
New Jersey
$15.2M -$157K -1,067 -1%
UWM
1729
Udine Wealth Management
Florida
$15.2M -$69.1K -468 -0.5%
NCM
1730
Neumann Capital Management
California
$15.2M -$564K -3,825 -4%
ZIG
1731
Zuckerman Investment Group
Illinois
$15.2M +$42.9K +291 +0.3%
UCMOK
1732
United Capital Management of KS
Kansas
$15.1M +$570K +3,865 +4%
PWPS
1733
Pinnacle Wealth Planning Services
Ohio
$15.1M -$323K -2,192 -2%
BCM
1734
Banyan Capital Management
Georgia
$15.1M -$200K -1,356 -1%
BWP
1735
Balboa Wealth Partners
Arizona
$15.1M -$1.15M -7,793 -8%
MAM
1736
Montchanin Asset Management
Delaware
$15.1M -$396K -2,681 -3%
JHCP
1737
Jackson Hole Capital Partners
Oklahoma
$15M +$2.54M +17,224 +23%
SCM
1738
SOL Capital Management
Maryland
$15M -$1.54M -10,444 -10%
PCH
1739
PGIM Custom Harvest
New Jersey
$15M -$123K -831 -0.9%
NFSG
1740
Newbridge Financial Services Group
Florida
$15M -$1.81M -12,274 -12%
KA
1741
Kercheville Advisors
Texas
$15M -$844K -5,717 -6%
ACM
1742
Avalon Capital Management
California
$15M -$2.95K -20 -0%
MAWCM
1743
Mine & Arao Wealth Creation & Management
California
$15M +$1.85M +12,548 +16%
CBB
1744
Citizens Business Bank
California
$15M -$122K -827 -0.9%
AWM
1745
Angeles Wealth Management
California
$15M -$26.1K -177 -0.2%
AOWM
1746
Alpha Omega Wealth Management
Virginia
$14.9M -$371K -2,515 -3%
ORC
1747
O'Rourke & Company
Massachusetts
$14.9M -$51.6K -350 -0.4%
DAM
1748
Doheny Asset Management
California
$14.9M +$2.8M +18,963 +27%
SL
1749
Salomon & Ludwin
Virginia
$14.9M -$90.3K -612 -0.7%
LOPW
1750
Live Oak Private Wealth
North Carolina
$14.9M +$14.9K +101 +0.1%