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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1876
Mirabaud & Cie
Switzerland
$23M -$6.4M -22,368 -22%
AGAM
1877
Avalon Global Asset Management
California
$23M
BHPW
1878
Beverly Hills Private Wealth
California
$23M -$5.92M -20,702 -21%
RIA
1879
Realta Investment Advisors
Delaware
$23M -$316K -1,104 -1%
KIM
1880
Kestra Investment Management
Texas
$23M -$1.04M -3,621 -4%
KAM
1881
Knightsbridge Asset Management
California
$23M -$258K -902 -1%
CCC
1882
Chelsea Counsel Company
California
$23M -$532K -1,859 -2%
BA
1883
Ballast Advisors
Minnesota
$23M -$753K -2,632 -3%
WE
1884
Wealth Effects
Massachusetts
$22.9M -$358K -1,251 -2%
AFG
1885
Allegheny Financial Group
Pennsylvania
$22.9M +$498K +1,742 +2%
CFGW
1886
Chancellor Financial Group WB
Pennsylvania
$22.9M +$548K +1,915 +2%
PCMK
1887
Paragon Capital Management (Kansas)
Kansas
$22.9M -$340K -1,187 -1%
EAN
1888
Excelsior Advisor Network
Colorado
$22.9M +$14.1M +49,432 +167%
RMAM
1889
Raab & Moskowitz Asset Management
New Jersey
$22.8M -$104K -363 -0.5%
ERIC
1890
Eagle Rock Investment Company
Georgia
$22.8M +$579K +2,024 +3%
DWM
1891
Dynasty Wealth Management
Florida
$22.8M -$2.26M -7,905 -9%
AAA
1892
Adams Asset Advisors
Texas
$22.8M +$191K +666 +0.9%
HBT
1893
Heartland Bank & Trust
Illinois
$22.8M -$168K -586 -0.7%
HIC
1894
Harbor Island Capital
Massachusetts
$22.7M
GIM
1895
Guardian Investment Management
California
$22.7M -$110K -384 -0.5%
EFG
1896
Everest Financial Group
Minnesota
$22.7M -$1.27M -4,426 -5%
CIC
1897
Concord Investment Counsel
California
$22.7M +$743K +2,599 +3%
IIA
1898
IPG Investment Advisors
California
$22.6M +$1.96M +6,854 +10%
FWA
1899
FSM Wealth Advisors
Ohio
$22.6M +$1.7M +5,940 +8%
WA
1900
WealthTrust Axiom
Pennsylvania
$22.5M -$91.8K -321 -0.4%