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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1926
Phoenix Wealth Advisors
North Carolina
$17.7M +$9.67M +51,860 +161%
AFP
1927
Ausdal Financial Partners
Iowa
$17.7M -$280K -1,499 -2%
MAM
1928
Montchanin Asset Management
Delaware
$17.7M -$505K -2,710 -3%
FCA
1929
FinTrust Capital Advisors
South Carolina
$17.7M -$415K -2,228 -3%
NIM
1930
Nicollet Investment Management
Minnesota
$17.6M -$8.6M -46,141 -36%
ERIC
1931
Eagle Rock Investment Company
Georgia
$17.6M +$621K +3,332 +4%
GLR
1932
Great Lakes Retirement
Ohio
$17.6M +$1.21M +6,486 +8%
AIA
1933
Allied Investment Advisors
Montana
$17.6M +$97.5K +523 +0.6%
NCM
1934
New Capital Management
Texas
$17.6M -$690K -3,699 -4%
RFG
1935
RFP Financial Group
Georgia
$17.6M -$600K -3,220 -4%
PWA
1936
Physician Wealth Advisors
Utah
$17.6M -$159K -850 -1%
EAM
1937
Empirical Asset Management
Massachusetts
$17.6M +$39.5M +211,731 +257%
HCA
1938
Harbor Capital Advisors
Illinois
$17.5M +$28.2K +151 +0.2%
SIA
1939
SeaBridge Investment Advisors
New Jersey
$17.5M -$32.4K -174 -0.2%
BEI
1940
Benjamin Edwards Inc
Missouri
$17.5M +$1.31M +7,025 +9%
CCMINC
1941
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.5M +$191K +1,025 +1%
UHC
1942
Union Heritage Capital
Michigan
$17.5M
SP
1943
Stonebrook Private
Michigan
$17.5M +$108K +578 +0.7%
ISB
1944
Iowa State Bank
Iowa
$17.5M +$267K +1,431 +2%
TCM
1945
Thames Capital Management
New Jersey
$17.5M
EAM
1946
EULAV Asset Management
Florida
$17.5M +$5.04M +27,005 +48%
AWCI
1947
Alpine Woods Capital Investors
New York
$17.5M +$1.87M +10,028 +14%
CCG
1948
Chatham Capital Group
Georgia
$17.4M +$42.5K +228 +0.3%
TLCM
1949
Twin Lakes Capital Management
California
$17.4M -$377K -2,024 -2%
CGA
1950
Crescent Grove Advisors
Illinois
$17.3M -$4M -21,449 -21%