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Name Holding Trade Value Shares
Change
Change in
Stake
BWS
2126
Buck Wealth Strategies
Colorado
$14.8M +$1.58M +6,812 +11%
CAM
2127
Clark Asset Management
New Hampshire
$14.8M +$940K +4,056 +6%
TSMHT
2128
Thurston Springer Miller Herd & Titak
Indiana
$14.8M +$2.25M +9,696 +17%
PW
2129
Pandora Wealth
Illinois
$14.8M +$15.4M +66,666 New
KCM
2130
KRS Capital Management
Michigan
$14.8M +$24.6K +106 +0.2%
BFPW
2131
BOK Financial Private Wealth
Colorado
$14.8M -$1.27M -5,486 -8%
LA
2132
LexAurum Advisors
Kansas
$14.7M -$474K -2,048 -3%
FGA
2133
Fortis Group Advisors
New Jersey
$14.7M -$416K -1,795 -3%
CP
2134
Cumberland Partners
Ontario, Canada
$14.7M -$19.9M -85,870 -56%
LAM
2135
L2 Asset Management
Massachusetts
$14.7M +$1.47M +6,353 +11%
SCP
2136
Silverleafe Capital Partners
Tennessee
$14.7M -$105K -454 -0.7%
TCOO
2137
Trust Company of Oklahoma
Oklahoma
$14.7M -$744K -3,211 -5%
GSB
2138
Greenfield Savings Bank
Massachusetts
$14.7M -$260K -1,123 -2%
WMA
2139
Wealth Management Associates
New Jersey
$14.6M -$88K -380 -0.6%
GFPC
2140
Global Financial Private Client
Florida
$14.6M -$1.35M -5,823 -8%
RW
2141
Rockport Wealth
Ohio
$14.6M +$13.5M +58,367 +780%
AFA
2142
Antonelli Financial Advisors
Michigan
$14.6M +$15.2M +65,804 New
AIA
2143
AssuredPartners Investment Advisors
Florida
$14.6M -$377K -1,627 -2%
WDG
2144
Wealth Dimensions Group
Ohio
$14.6M +$177K +765 +1%
SC
2145
Solstein Capital
California
$14.6M -$1.13M -4,870 -7%
GWM
2146
Graybill Wealth Management
Illinois
$14.5M +$15.2M +65,463 New
UAG
2147
United Advisor Group
Ohio
$14.5M -$819K -3,537 -5%
LWM
2148
LJI Wealth Management
Indiana
$14.5M -$285K -1,231 -2%
FI
2149
Financial Insights
Washington
$14.5M +$411K +1,774 +3%
UE
2150
Unisphere Establishment
Liechtenstein
$14.5M -$5.19M -22,400 -26%