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Name Holding Trade Value Shares
Change
Change in
Stake
AJ
2051
Ashburton (Jersey)
Jersey
$15.9M +$13.6M +73,148 New
MIM
2052
Moseley Investment Management
Florida
$15.8M +$137K +736 +1%
AIIMS
2053
Analyst IMS Investment Management Services
Israel
$15.8M +$5.01M +26,881 +56%
AIS
2054
American Investment Services
Massachusetts
$15.7M +$12.5K +67 +0.1%
TC
2055
Tsai Capital
New York
$15.7M -$1.28M -6,890 -8%
RWM
2056
Revisor Wealth Management
Ohio
$15.7M +$10.5M +56,071 +307%
KWM
2057
Koa Wealth Management
California
$15.7M -$842K -4,517 -6%
CWM
2058
Centric Wealth Management
Illinois
$15.7M -$514K -2,758 -4%
LWP
2059
LMG Wealth Partners
Louisiana
$15.6M -$5.97K -32 -0%
RGC
2060
Roberts, Glore & Co
Illinois
$15.6M -$988K -5,297 -7%
WAS
2061
Wealth Advisory Solutions
Indiana
$15.6M +$3.92K +21 +0%
WC
2062
Waterloo Capital
Texas
$15.6M +$2.31M +12,394 +20%
CRIG
2063
Charter Research & Investment Group
Connecticut
$15.6M -$224K -1,200 -2%
KIG
2064
Kennedy Investment Group
New Jersey
$15.6M -$72.2K -387 -0.5%
FCA
2065
Fortis Capital Advisors
Kansas
$15.6M +$1.26M +6,750 +10%
TCOTS
2066
Trust Company of the South
North Carolina
$15.6M -$68.6K -368 -0.5%
ACA
2067
Atlas Capital Advisors
Wyoming
$15.6M +$5.33M +28,578 +63%
JF
2068
JSF Financial
California
$15.6M -$193K -1,035 -1%
FHC
2069
First Heartland Consultants
Missouri
$15.6M -$242K -1,297 -2%
BIM
2070
Baldwin Investment Management
Pennsylvania
$15.6M -$162K -871 -1%
QWP
2071
Quotient Wealth Partners
Texas
$15.6M -$128K -688 -0.9%
WA
2072
WBH Advisory
Maryland
$15.5M -$231K -1,241 -2%
EAM
2073
EFG Asset Management
Oregon
$15.5M -$541K -2,900 -4%
FCA
2074
FLC Capital Advisors
California
$15.5M +$144K +771 +1%
WG
2075
Wealth Group
North Carolina
$15.5M +$705K +3,778 +5%