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Name Holding Trade Value Shares
Change
Change in
Stake
SAMH
1926
Shanda Asset Management Holdings
British Virgin Islands
$10.6M -$26.5M -220,000 -73%
RDWM
1927
Red Door Wealth Management
Tennessee
$10.6M -$4.33K -36 -0%
MCM
1928
Monarch Capital Management
Indiana
$10.6M -$391K -3,251 -4%
CCM
1929
Canal Capital Management
Virginia
$10.6M +$128K +1,065 +1%
PCA
1930
Peddock Capital Advisors
Massachusetts
$10.6M -$23.9K -199 -0.2%
KFI
1931
Key Financial Inc
Pennsylvania
$10.6M -$112K -931 -1%
TIA
1932
Trust Investment Advisors
Indiana
$10.6M -$193K -1,603 -2%
IWAG
1933
Integer Wealth Advisors Group
Georgia
$10.6M +$80.6K +670 +0.8%
MC
1934
Muhlenkamp & Co
Pennsylvania
$10.6M +$61.8K +514 +0.7%
CI
1935
Capital International
California
$10.5M -$917K -7,622 -9%
HIS
1936
Horizon Investment Services
Indiana
$10.5M -$743K -6,174 -7%
DA
1937
DCM Advisors
New York
$10.5M +$9.54M +79,342 New
CA
1938
Capital Advantage
California
$10.5M -$2.09M -17,340 -18%
BCCM
1939
Bridge Creek Capital Management
Massachusetts
$10.5M -$282K -2,346 -3%
FCA
1940
FinTrust Capital Advisors
South Carolina
$10.5M -$310K -2,578 -3%
XF
1941
XML Financial
Maryland
$10.5M +$486K +4,040 +5%
LCM
1942
Leisure Capital Management
California
$10.5M -$87K -723 -0.9%
FPCM
1943
Financial Partners Capital Management
New York
$10.5M +$204K +1,700 +2%
WA
1944
WBH Advisory
Maryland
$10.5M -$106K -885 -1%
NB
1945
Northwest Bancshares
Pennsylvania
$10.4M -$465K -3,870 -5%
EWM
1946
EPG Wealth Management
Georgia
$10.4M +$244K +2,026 +3%
LJHT
1947
Laurie J. Hall Trustee
$10.4M -$977K -8,120 -9%
AB
1948
Atlas Brown
Kentucky
$10.4M +$381K +3,166 +4%
MFW
1949
Mosaic Family Wealth
Missouri
$10.4M -$3.37K -28 -0%
JF
1950
JSF Financial
California
$10.4M -$81.7K -679 -0.9%