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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1876
Strategic Wealth Partners
Ohio
$10.5M +$736K +5,153 +7%
TC
1877
Titleist Capital
Texas
$10.5M -$82.5K -577 -0.7%
AIM
1878
Acropolis Investment Management
Missouri
$10.5M +$277K +1,937 +2%
NME
1879
Notis-McConarty Edward
$10.5M -$219K -1,534 -2%
AIA
1880
Allied Investment Advisors
Montana
$10.5M -$99.2K -694 -0.9%
TFCP
1881
Twin Focus Capital Partners
Massachusetts
$10.5M -$30K -210 -0.3%
CA
1882
Calton & Associates
Florida
$10.5M +$3.61M +25,232 +46%
MVA
1883
Mount Vernon Associates
Maryland
$10.5M -$161K -1,130 -1%
BS
1884
Bessemer Securities
New York
$10.5M -$91.5K -640 -0.8%
DI
1885
Diligent Investors
California
$10.4M -$73.2K -512 -0.6%
LWP
1886
LMG Wealth Partners
Louisiana
$10.4M +$11M +76,663 New
BOSSRA
1887
B.O.S.S. Retirement Advisors
Utah
$10.4M +$11.5M +80,200 New
RPGK
1888
Retirement Planning Group (Kansas)
Kansas
$10.4M +$16.7K +117 +0.1%
CFMC
1889
Curbstone Financial Management Corp
New Hampshire
$10.4M -$1.03M -7,231 -8%
MIM
1890
Moseley Investment Management
Florida
$10.4M -$515K -3,604 -4%
MFWP
1891
Mosaic Family Wealth Partners
Missouri
$10.4M +$11.4M +80,057 New
TWM
1892
Tanager Wealth Management
United Kingdom
$10.4M +$1.44M +10,075 +14%
JSC
1893
Jackson Square Capital
California
$10.4M -$2.55M -17,878 -18%
FPCP
1894
Fort Point Capital Partners
California
$10.3M -$4.19M -29,337 -27%
QCIG
1895
Quad-Cities Investment Group
Iowa
$10.3M -$594K -4,153 -5%
MCM
1896
Mattern Capital Management
Colorado
$10.3M +$472K +3,301 +4%
VC
1897
Vicus Capital
Pennsylvania
$10.3M -$3.09M -21,614 -21%
BSB
1898
Bangor Savings Bank
Maine
$10.3M -$520K -3,638 -4%
MF
1899
Manchester Financial
California
$10.3M -$121K -849 -1%
SFA
1900
Souders Financial Advisors
Ohio
$10.3M +$17.7K +124 +0.2%