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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2051
Consilium Wealth Advisory
Texas
$18.2M -$25.5K -108 -0.1%
BIM
2052
Baldwin Investment Management
Pennsylvania
$18.2M -$244K -1,034 -1%
HWAM
2053
Hennion & Walsh Asset Management
New Jersey
$18.1M +$608K +2,581 +4%
BCM
2054
Birch Capital Management
Texas
$18.1M +$85.1K +361 +0.5%
IDA
2055
Intelligence Driven Advisers
California
$18.1M -$42.4K -180 -0.2%
MCA
2056
Maryland Capital Advisors
Maryland
$18.1M -$11.4M -48,243 -40%
RCM
2057
Radnor Capital Management
Pennsylvania
$18.1M -$1.81M -7,698 -10%
LSWP
2058
Liberty Square Wealth Partners
Pennsylvania
$18.1M +$17.4M +73,948 New
BB
2059
Burford Brothers
Texas
$18.1M -$176K -747 -1%
CA
2060
CV Advisors
Florida
$18.1M +$7.3M +30,993 +58%
NDSI
2061
Newman Dignan & Sheerar Inc
Rhode Island
$18M -$344K -1,461 -2%
BFPW
2062
BOK Financial Private Wealth
Colorado
$18M -$1.23M -5,219 -7%
NRI
2063
NFP Retirement Inc
California
$18M +$7.51M +31,872 +80%
RGC
2064
Roberts, Glore & Co
Illinois
$18M -$260K -1,103 -2%
AGC
2065
Aspen Grove Capital
Colorado
$18M +$2.12M +9,008 +14%
GFPC
2066
Global Financial Private Client
Florida
$18M +$26.4K +112 +0.2%
HAM
2067
Harmony Asset Management
Arizona
$18M -$577K -2,449 -3%
FSC
2068
Full Sail Capital
Oklahoma
$17.9M +$317K +1,344 +2%
SP
2069
Stablepoint Partners
Massachusetts
$17.9M -$197K -838 -1%
MFWP
2070
Mosaic Family Wealth Partners
Missouri
$17.9M +$856K +3,634 +5%
AA
2071
Armis Advisers
Georgia
$17.9M +$16.8M +71,467 New
LCM
2072
Lattice Capital Management
Washington
$17.9M
FDS
2073
First Dallas Securities
Texas
$17.9M +$1.65K +7 +0%
KRSITF
2074
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.9M -$98.6M -418,293 -93%
WAS
2075
WESPAC Advisors SoCal
California
$17.9M -$1.52M -6,436 -8%