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Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
1901
IQ EQ Fund Management
Ireland
$18.6M +$463K +2,073 +3%
UWM
1902
Udine Wealth Management
Florida
$18.6M -$487K -2,181 -3%
RCM
1903
Radnor Capital Management
Pennsylvania
$18.6M +$1.53M +6,857 +9%
KC
1904
Kingfisher Capital
North Carolina
$18.6M -$354K -1,584 -2%
CA
1905
CapWealth Advisors
Tennessee
$18.6M -$2.13M -9,546 -11%
HCA
1906
Horan Capital Advisors
Ohio
$18.6M -$436K -1,954 -2%
NCM
1907
Neumann Capital Management
California
$18.5M -$557K -2,496 -3%
PDL
1908
Portfolio Design Labs
California
$18.5M -$1.36M -6,069 -7%
AGM
1909
Aragon Global Management
Florida
$18.5M
RZH
1910
Relyea Zuckerberg Hanson
Connecticut
$18.5M +$38.6K +173 +0.2%
HA
1911
Hamel Associates
New Jersey
$18.5M -$169K -757 -0.9%
KA
1912
KLCM Advisors
Wisconsin
$18.5M +$1.95M +8,715 +12%
AFG
1913
Allegheny Financial Group
Pennsylvania
$18.5M -$195K -874 -1%
GPI
1914
General Partner Inc
Pennsylvania
$18.4M -$1.62M -7,275 -8%
MP
1915
McDonald Partners
Ohio
$18.4M +$374K +1,673 +2%
NF
1916
Nikulski Financial
Iowa
$18.4M -$99.8K -447 -0.6%
KAM
1917
Knightsbridge Asset Management
California
$18.4M +$14.7K +66 +0.1%
LFA
1918
Legacy Financial Advisors
Kentucky
$18.4M +$757K +3,389 +4%
APWM
1919
Argonautica Private Wealth Management
Massachusetts
$18.4M +$49.1K +220 +0.3%
RCYC
1920
Richard C. Young & Co
Rhode Island
$18.4M +$278K +1,245 +2%
FWM
1921
Fairhaven Wealth Management
Illinois
$18.4M -$51.1K -229 -0.3%
FPCP
1922
Fort Point Capital Partners
California
$18.3M +$710K +3,181 +4%
CWP
1923
Concord Wealth Partners
Virginia
$18.3M +$569K +2,547 +3%
SC
1924
Schubert & Co
Texas
$18.3M -$4.38M -19,617 -20%
EAM
1925
EFG Asset Management
Oregon
$18.3M +$1.06M +4,739 +6%