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Name Holding Trade Value Shares
Change
Change in
Stake
PW
2151
Peninsula Wealth
California
$10.6M -$439K -2,392 -4%
HNWAG
2152
High Net Worth Advisory Group
Florida
$10.6M -$24.6K -134 -0.2%
AWS
2153
Arkfeld Wealth Strategies
Nebraska
$10.6M -$578K -3,152 -5%
SWM
2154
Sculati Wealth Management
Michigan
$10.6M +$40.3K +220 +0.4%
OBGC
2155
O'Brien Greene & Co
Pennsylvania
$10.5M -$372K -2,030 -3%
MC
2156
Muhlenkamp & Co
Pennsylvania
$10.5M +$204K +1,114 +2%
NCM
2157
Northwest Capital Management
Oregon
$10.5M +$55.7K +304 +0.5%
BFG
2158
Beacon Financial Group
Texas
$10.5M -$214K -1,169 -2%
WAM
2159
WNY Asset Management
New York
$10.5M +$66.9K +365 +0.6%
JFL
2160
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.5M -$143K -779 -1%
WOSD
2161
WFA of San Diego
California
$10.5M -$300K -1,636 -3%
CWM
2162
Chronos Wealth Management
Florida
$10.5M -$33.6K -183 -0.3%
AG
2163
Advocate Group
Minnesota
$10.5M -$502K -2,738 -4%
VSI
2164
Verde Servicos Internacionais
Brazil
$10.5M +$11.2M +61,071 New
EFG
2165
Everhart Financial Group
Ohio
$10.5M -$1M -5,455 -8%
PC
2166
Port Capital
Illinois
$10.5M +$48K +262 +0.4%
DWM
2167
Drive Wealth Management
Utah
$10.4M -$933K -5,088 -8%
BCM
2168
Buckhead Capital Management
Georgia
$10.4M -$9.24M -50,374 -45%
GSIAS
2169
Garden State Investment Advisory Services
New Jersey
$10.4M +$79.4K +433 +0.7%
WA
2170
Wambolt & Associates
Colorado
$10.4M +$1.64M +8,925 +7%
RBFC
2171
Roman Butler Fullerton & Co
Missouri
$10.4M -$45.3K -247 -0.4%
DC
2172
DeDora Capital
California
$10.4M -$22.7K -124 -0.2%
CWAG
2173
Compton Wealth Advisory Group
Virginia
$10.3M -$153K -834 -1%
WPWM
2174
Western Pacific Wealth Management
Illinois
$10.3M
SC
2175
Sawyer & Company
Massachusetts
$10.3M -$45.7K -249 -0.4%