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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1926
ProVise Management Group
Florida
$19.3M -$1.06M -4,675 -6%
BAM
1927
Bosun Asset Management
Illinois
$19.3M -$384K -1,698 -2%
IUHSA
1928
Itau Unibanco Holding S.A.
Brazil
$19.3M -$31.8M -140,633 -65%
GC
1929
GFG Capital
Florida
$19.3M -$993K -4,394 -5%
KWM
1930
Keebeck Wealth Management
Illinois
$19.3M +$614K +2,716 +4%
AA
1931
Alta Advisers
United Kingdom
$19.2M -$339K -1,500 -2%
AWM
1932
Arista Wealth Management
Nevada
$19.2M -$442K -1,955 -3%
SP
1933
Stablepoint Partners
Massachusetts
$19.2M +$788K +3,489 +5%
MCG
1934
McCollum Christoferson Group
New York
$19.2M -$2.67M -11,825 -14%
CBT
1935
Crews Bank & Trust
Florida
$19.2M -$57.6K -255 -0.3%
SIA
1936
Strategic Investment Advisors
Michigan
$19.2M -$888K -3,929 -5%
CWM
1937
Centurion Wealth Management
Virginia
$19.2M +$966K +4,276 +6%
CA
1938
CapWealth Advisors
Tennessee
$19.2M -$290K -1,284 -2%
AIIMS
1939
Analyst IMS Investment Management Services
Israel
$19.2M +$539K +2,386 +3%
APWM
1940
Argonautica Private Wealth Management
Massachusetts
$19.1M -$56.9K -252 -0.3%
BZWA
1941
Blue Zone Wealth Advisors
California
$19.1M +$4.93M +21,836 +41%
WP
1942
WealthShield Partners
North Carolina
$19.1M +$181K +801 +1%
CBB
1943
Citizens Business Bank
California
$19.1M +$860K +3,806 +5%
AB
1944
Atlas Brown
Kentucky
$19.1M -$151K -669 -0.9%
RWP
1945
Revolve Wealth Partners
New Jersey
$19.1M +$1.52M +6,734 +10%
FCIM
1946
Fairview Capital Investment Management
California
$19M -$638K -2,826 -4%
FSC
1947
Full Sail Capital
Oklahoma
$19M -$217K -962 -1%
3IP
1948
3Chopt Investment Partners
Virginia
$19M -$26.4K -117 -0.2%
FCMC
1949
Founders Capital Management (Connecticut)
Connecticut
$19M -$359K -1,590 -2%
LSWP
1950
Liberty Square Wealth Partners
Pennsylvania
$19M -$187K -826 -1%