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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1951
Hoey Investments
Pennsylvania
$19.1M -$141K -542 -0.7%
WP
1952
WealthShield Partners
North Carolina
$19.1M -$107K -410 -0.5%
BAM
1953
Bosun Asset Management
Illinois
$19.1M -$11.2K -43 -0.1%
AWP
1954
Abacus Wealth Partners
California
$19.1M +$1.58M +6,085 +9%
HNW
1955
High Note Wealth
Minnesota
$19.1M +$521 +2 +0%
KWS
1956
Keystone Wealth Services
California
$19.1M -$1.22M -4,704 -6%
AW
1957
Alteri Wealth
California
$19.1M +$41.6K +160 +0.2%
JEST
1958
JTC Employer Solutions Trustee
Jersey
$19M -$31.5K -121 -0.2%
KI
1959
KTF Investments
California
$19M -$250K -961 -1%
LTI
1960
Laffer Tengler Investments
Tennessee
$19M +$1.53M +5,879 +9%
TPWA
1961
Twin Peaks Wealth Advisors
California
$18.9M +$1.15M +4,404 +6%
NL
1962
NVWM LLC
Pennsylvania
$18.9M +$3.21M +12,320 +20%
CBB
1963
Citizens Business Bank
California
$18.9M -$384K -1,476 -2%
DW30
1964
Drucker Wealth 3.0
New Jersey
$18.9M -$14.1K -54 -0.1%
ISWM
1965
Intesa Sanpaolo Wealth Management
$18.9M -$817K -3,139 -4%
PWAM
1966
Papamarkou Wellner Asset Management
New York
$18.8M +$190K +730 +1%
FCMC
1967
Founders Capital Management (Connecticut)
Connecticut
$18.8M -$84.1K -323 -0.4%
PFG
1968
Prosperity Financial Group
California
$18.8M +$2.93M +11,274 +18%
CGA
1969
Crescent Grove Advisors
Illinois
$18.7M +$195K +751 +1%
MCM
1970
McDonough Capital Management
Florida
$18.7M -$114K -437 -0.1%
IPW
1971
Inlet Private Wealth
Florida
$18.6M -$2.21M -8,500 -10%
IIM
1972
Intact Investment Management
Quebec, Canada
$18.6M +$182K +700 +1%
SP
1973
Stablepoint Partners
Massachusetts
$18.6M -$352K -1,353 -2%
AWM
1974
Arista Wealth Management
Nevada
$18.6M -$182K -700 -0.9%
SC
1975
Sepio Capital
Utah
$18.6M -$5.12M -19,656 -21%
77 78
79
80 81