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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2201
Davidson Trust Company
Washington
$11M +$1.27M +8,067 +15%
PPP
2202
Private Portfolio Partners
New Jersey
$11M +$572K +3,619 +6%
MIC
2203
Meridian Investment Counsel
California
$11M +$419K +2,654 +4%
CAC
2204
Core Alternative Capital
Georgia
$11M +$117K +739 +1%
OBWG
2205
Onyx Bridge Wealth Group
New York
$11M +$202K +1,278 +2%
TRIA
2206
Trail Ridge Investment Advisors
Colorado
$11M +$9.75M +61,676 New
BFG
2207
Beacon Financial Group
Texas
$10.9M -$17.9K -113 -0.2%
SAS
2208
Stelac Advisory Services
New York
$10.9M -$1.52M -9,619 -14%
IIC
2209
Integrated Investment Consultants
Michigan
$10.9M +$112K +709 +1%
GTAM
2210
Global Trust Asset Management
Florida
$10.9M -$19K -120 -0.2%
PCG
2211
Private Capital Group
Connecticut
$10.9M -$440K -2,784 -4%
MWP
2212
MYCIO Wealth Partners
Pennsylvania
$10.9M
AIC
2213
Ayalon Insurance Company
Israel
$10.9M +$10.9K +69 +0.1%
SFS
2214
Summit Financial Strategies
Ohio
$10.9M +$906K +5,733 +10%
SWM
2215
Sculati Wealth Management
Michigan
$10.9M +$29.2K +185 +0.3%
ECML
2216
Eagle Capital Management (Louisiana)
Louisiana
$10.9M -$132K -835 -1%
PC
2217
Port Capital
Illinois
$10.9M +$736K +4,655 +8%
LIA
2218
LBMC Investment Advisors
Tennessee
$10.9M +$498K +3,152 +5%
WCM
2219
WealthBridge Capital Management
Ohio
$10.8M -$488K -3,088 -5%
GCM
2220
Gibraltar Capital Management
Oklahoma
$10.8M -$208K -1,318 -2%
1C
2221
1623 Capital
Virginia
$10.8M
LI
2222
Lafayette Investments
Maryland
$10.8M -$90.1K -570 -0.9%
BRM
2223
Boston Research & Management
Massachusetts
$10.8M -$417K -2,640 -4%
EFSCE
2224
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M -$4.58M -28,955 -32%
RIM
2225
Redwood Investment Management
Arizona
$10.8M +$4.04M +25,545 +72%