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Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1726
Mirador Capital Partners
California
$18.3M -$140K -759 -0.8%
WIM
1727
Westside Investment Management
California
$18.3M -$220K -1,191 -1%
JCM
1728
Jacobi Capital Management
Pennsylvania
$18.3M -$45.8K -248 -0.3%
AWM
1729
Aries Wealth Management
Maine
$18.3M -$268K -1,450 -2%
LG
1730
Leuthold Group
Minnesota
$18.2M -$12.4K -67 -0.1%
FNB
1731
Farmers National Bank
Kentucky
$18.2M -$195K -1,055 -1%
PWS
1732
Peterson Wealth Services
Utah
$18.2M +$17.5M +94,569 New
GCA
1733
Gradient Capital Advisors
California
$18.2M -$742K -4,018 -4%
PPG
1734
Peak Planning Group
Colorado
$18.1M -$251K -1,359 -1%
WKWM
1735
Walter & Keenan Wealth Management
Indiana
$18.1M -$122K -659 -0.7%
ECM
1736
EagleClaw Capital Management
Massachusetts
$18.1M +$692K +3,750 +4%
RLIM
1737
Red Lighthouse Investment Management
New York
$18.1M -$314K -1,702 -2%
PCH
1738
PGIM Custom Harvest
New Jersey
$18.1M +$1.7M +9,186 +11%
TLCM
1739
Twin Lakes Capital Management
California
$18.1M -$89.9K -487 -0.5%
SS
1740
Sunbelt Securities
Texas
$18M -$262K -1,417 -1%
UWM
1741
Udine Wealth Management
Florida
$18M -$407K -2,204 -2%
MW
1742
Marcum Wealth
Ohio
$18M -$546K -2,958 -3%
GEM
1743
Global Endowment Management
North Carolina
$18M +$6.68M +36,160 +63%
BCM
1744
Bienville Capital Management
New York
$18M
SCM
1745
Sterneck Capital Management
Missouri
$18M -$909K -4,922 -5%
WRPWM
1746
Werba Rubin Papier Wealth Management
California
$18M -$68.3K -370 -0.4%
TFA
1747
Toth Financial Advisory
Virginia
$17.9M -$296K -1,605 -2%
KFA
1748
Kapstone Financial Advisors
Ohio
$17.9M -$92.5K -501 -0.5%
AIA
1749
AIMZ Investment Advisors
California
$17.9M -$356K -1,930 -2%
MAP
1750
Managed Asset Portfolios
Michigan
$17.9M -$4.06K -22 -0%