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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1926
Atlas Wealth
Ohio
$14.9M
CCM
1927
Carderock Capital Management
Maryland
$14.9M -$66.8K -362 -0.5%
PFGIA
1928
Patriot Financial Group Insurance Agency
Massachusetts
$14.8M -$259K -1,405 -2%
EAM
1929
EFG Asset Management
Oregon
$14.8M +$6.72M +36,372 +90%
GFG
1930
Greystone Financial Group
Michigan
$14.8M -$304K -1,647 -2%
WAS
1931
Wealth Advisory Solutions
Indiana
$14.8M -$175K -949 -1%
TWM
1932
TriaGen Wealth Management
California
$14.8M +$944K +5,113 +7%
SFS
1933
Strategic Financial Services
New York
$14.7M -$349K -1,892 -2%
MP
1934
McDonald Partners
Ohio
$14.7M -$216K -1,168 -2%
HCA
1935
Harbor Capital Advisors
Illinois
$14.7M +$227K +1,229 +2%
NB
1936
Northwest Bancshares
Pennsylvania
$14.7M -$19.2K -104 -0.1%
CWM
1937
Centurion Wealth Management
Virginia
$14.7M -$607K -3,285 -4%
CRIG
1938
Charter Research & Investment Group
Connecticut
$14.7M -$299K -1,621 -2%
CAM
1939
Cidel Asset Management
Ontario, Canada
$14.7M +$8.03M +43,474 +133%
WIA
1940
World Investment Advisors
California
$14.7M +$10.2M +55,090 +261%
KWS
1941
Keystone Wealth Services
California
$14.6M -$375K -2,029 -3%
TPCM
1942
Two Point Capital Management
New York
$14.6M -$318K -1,723 -2%
ERIC
1943
Eagle Rock Investment Company
Georgia
$14.6M -$274K -1,486 -2%
CBB
1944
Citizens Business Bank
California
$14.6M -$1.1M -5,945 -7%
GEA
1945
Glen Eagle Advisors
New Jersey
$14.6M -$221K -1,197 -2%
GGI
1946
GPM Growth Investors
Michigan
$14.6M -$677K -3,664 -5%
PWA
1947
Physician Wealth Advisors
Utah
$14.6M -$311K -1,686 -2%
GMA
1948
Glassy Mountain Advisors
Maryland
$14.6M +$121K +658 +0.9%
AWM
1949
Aviso Wealth Management
Washington
$14.6M +$14M +75,624 New
MIS
1950
Morningstar Investment Services
Illinois
$14.6M +$7.35M +39,831 +113%