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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1801
Centric Wealth Management
Illinois
$12.1M +$57.9K +393 +0.5%
ZIG
1802
Zuckerman Investment Group
Illinois
$12.1M -$169K -1,145 -1%
FC
1803
Financial Consulate
Maryland
$12.1M +$289K +1,965 +2%
S
1804
Surevest
California
$12.1M +$1.86M +12,666 +17%
SF
1805
Summit Financial
New Jersey
$12.1M +$6.05M +41,109 +93%
FCFC
1806
First Commonwealth Financial Corp
Pennsylvania
$12.1M -$506K -3,437 -4%
NCM
1807
Neumann Capital Management
California
$12.1M +$749K +5,085 +6%
SIM
1808
Sadoff Investment Management
Wisconsin
$12.1M +$18.3K +124 +0.1%
TWM
1809
TLW Wealth Management
Florida
$12.1M -$24.6K -167 -0.2%
FCA
1810
FinTrust Capital Advisors
South Carolina
$12M +$577K +3,920 +5%
GCAC
1811
Guardian Capital Advisors (Canada)
Ontario, Canada
$12M +$559K +3,795 +5%
AWMF
1812
Arbor Wealth Management (Florida)
Florida
$12M -$3.16M -21,432 -20%
GCM
1813
Gabalex Capital Management
New York
$12M
MCM
1814
Monarch Capital Management
Indiana
$12M +$811K +5,511 +7%
NF
1815
Nikulski Financial
Iowa
$12M +$23.1K +157 +0.2%
EN1L
1816
Engine No 1 LLC
California
$12M +$5.08M +34,489 +69%
CAC
1817
Certified Advisory Corp
Florida
$12M -$28.4K -193 -0.2%
MCA
1818
Morris Capital Advisors
Pennsylvania
$12M -$410K -2,787 -3%
SFA
1819
Souders Financial Advisors
Ohio
$11.9M +$166K +1,127 +1%
DMBA
1820
Deseret Mutual Benefit Administrators
Utah
$11.9M +$5.25M +35,690 +73%
MWM
1821
Mattern Wealth Management
Kansas
$11.9M +$8.1K +55 +0.1%
FCMC
1822
Founders Capital Management (Connecticut)
Connecticut
$11.9M +$15.9K +108 +0.1%
IRAG
1823
Investment Research & Advisory Group
Georgia
$11.9M +$33.6K +228 +0.3%
AG
1824
AIA Group
Hong Kong
$11.9M +$1.9M +12,891 +18%
PCP
1825
Proficio Capital Partners
Massachusetts
$11.9M +$13.8K +94 +0.1%