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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1926
Aviso Wealth Management
Washington
$17.6M -$274K -1,184 -1%
DSC
1927
Duncker Streett & Co
Missouri
$17.6M -$394K -1,700 -2%
CGA
1928
Crescent Grove Advisors
Illinois
$17.6M -$375K -1,619 -2%
WA
1929
WealthTrust Axiom
Pennsylvania
$17.5M -$264K -1,139 -1%
CFGW
1930
Chancellor Financial Group WB
Pennsylvania
$17.5M -$462K -1,996 -2%
PMG
1931
ProVise Management Group
Florida
$17.5M -$625K -2,698 -3%
IB
1932
Iyo Bank
Japan
$17.5M +$2.78M +11,990 +18%
UCMOK
1933
United Capital Management of KS
Kansas
$17.5M -$92.7K -400 -0.5%
CIM
1934
Coleford Investment Management
Canada
$17.5M -$314K -1,357 -2%
DA
1935
Dover Advisors
Virginia
$17.4M +$5.65M +24,403 +45%
APW
1936
Austin Private Wealth
Texas
$17.4M +$351K +1,513 +2%
NCM
1937
New Capital Management
Texas
$17.4M -$975K -4,210 -5%
IPAM
1938
ICICI Prudential Asset Management
India
$17.4M -$392K -1,692 -2%
JCM
1939
Janney Capital Management
Pennsylvania
$17.4M -$673K -2,904 -4%
KAM
1940
Knightsbridge Asset Management
California
$17.4M +$106K +459 +0.6%
NCM
1941
Neumann Capital Management
California
$17.4M +$275K +1,189 +2%
AFG
1942
Allegheny Financial Group
Pennsylvania
$17.4M +$55.1K +238 +0.3%
EAM
1943
Empirical Asset Management
Massachusetts
$17.4M -$300K -1,294 -2%
MPW
1944
Monterey Private Wealth
California
$17.4M -$77.6K -335 -0.4%
MCCP
1945
Mission Creek Capital Partners
California
$17.4M -$3M -12,964 -12%
FCA
1946
Fortis Capital Advisors
Kansas
$17.3M +$707K +3,052 +4%
CA
1947
CapWealth Advisors
Tennessee
$17.3M -$49.3K -213 -0.3%
BONH
1948
Bank of New Hampshire
New Hampshire
$17.3M -$560K -2,419 -3%
OMC
1949
Overbrook Management Corp
New York
$17.3M -$1.01M -4,362 -5%
NF
1950
Nikulski Financial
Iowa
$17.3M +$136K +589 +0.8%