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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1851
Synergy Asset Management
Washington
$16.1M -$4.01M -21,715 -21%
SIA
1852
SeaBridge Investment Advisors
New Jersey
$16M +$2.11M +11,415 +16%
BWP
1853
Balboa Wealth Partners
Arizona
$16M -$439K -2,378 -3%
DI
1854
Diligent Investors
California
$16M +$531K +2,874 +4%
KC
1855
Kingfisher Capital
North Carolina
$16M -$84K -455 -0.5%
FDCP
1856
Foster Dykema Cabot & Partners
Massachusetts
$15.9M +$15.3M +82,842 New
WA
1857
WealthTrust Axiom
Pennsylvania
$15.9M +$2.71M +14,680 +22%
IP
1858
Isthmus Partners
Wisconsin
$15.9M +$104K +564 +0.7%
LA
1859
LexAurum Advisors
Kansas
$15.9M -$131K -710 -0.9%
KWM
1860
Keebeck Wealth Management
Illinois
$15.9M -$82.7K -448 -0.5%
DE
1861
Day & Ennis
Georgia
$15.9M -$242K -1,308 -2%
AWM
1862
Accurate Wealth Management
Florida
$15.9M -$501K -2,711 -3%
ACM
1863
Avalon Capital Management
California
$15.8M -$1.03M -5,554 -6%
SCP
1864
Silverleafe Capital Partners
Tennessee
$15.8M -$173K -935 -1%
BFC
1865
Bedel Financial Consulting
Indiana
$15.8M -$164K -888 -1%
NG
1866
NatWest Group
United Kingdom
$15.8M -$2.4M -12,974 -14%
TC
1867
Tsai Capital
New York
$15.8M -$377K -2,041 -2%
SL
1868
Salomon & Ludwin
Virginia
$15.8M
IEFM
1869
IQ EQ Fund Management
Ireland
$15.8M +$14.4M +78,120 +2,114%
LD
1870
Lipe & Dalton
New York
$15.7M -$69.6K -377 -0.5%
LOPW
1871
Live Oak Private Wealth
North Carolina
$15.7M -$291K -1,576 -2%
TA
1872
TFG Advisers
Michigan
$15.7M -$3.51K -19 -0%
QWP
1873
Quotient Wealth Partners
Texas
$15.7M +$15M +81,460 New
P
1874
&Partners
Tennessee
$15.7M +$4.48M +24,280 +42%
RCM
1875
Radnor Capital Management
Pennsylvania
$15.7M +$282K +1,525 +2%