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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
2226
High Net Worth Advisory Group
Florida
$11.7M -$176K -951 -2%
LAIC
2227
Lederer & Associates Investment Counsel
California
$11.7M -$443K -2,398 -4%
GSIAS
2228
Garden State Investment Advisory Services
New Jersey
$11.7M +$2.95K +16 +0%
IWA
2229
Icon Wealth Advisors
Texas
$11.7M +$11.2M +60,852 New
OHWP
2230
Oak Harbor Wealth Partners
North Carolina
$11.7M -$1.42M -7,695 -11%
DWM
2231
Drive Wealth Management
Utah
$11.7M -$40.1K -217 -0.4%
BC
2232
Broadwater Capital
Massachusetts
$11.7M +$11.2M +60,710 New
LJHT
2233
Laurie J. Hall Trustee
$11.7M +$351K +1,900 +3%
SSWM
2234
Strait & Sound Wealth Management
California
$11.7M +$331K +1,791 +3%
NG
2235
NWK Group
California
$11.7M +$137K +742 +1%
CCS
2236
Concentric Capital Strategies
Connecticut
$11.6M +$11.2M +60,466 New
MC
2237
Muhlenkamp & Co
Pennsylvania
$11.6M -$194K -1,050 -2%
HWP
2238
Highline Wealth Partners
California
$11.6M +$1.75M +9,483 +19%
CWM
2239
Chronos Wealth Management
Florida
$11.6M -$157K -851 -1%
PW
2240
Peninsula Wealth
California
$11.6M -$176K -952 -2%
Vanguard Capital Wealth Advisors
2241
Vanguard Capital Wealth Advisors
Colorado
$11.6M -$399K -2,162 -3%
GMF
2242
Grace & Mercy Foundation
New York
$11.6M
RFM
2243
Royal Fund Management
Florida
$11.6M +$429K +2,322 +4%
CHP
2244
Cable Hill Partners
Oregon
$11.6M -$270K -1,460 -2%
WCM
2245
WealthBridge Capital Management
Ohio
$11.6M -$18.5K -100 -0.2%
CQS
2246
Credential Qtrade Securities
$11.6M -$548K -2,970 -5%
PC
2247
Port Capital
Illinois
$11.6M -$188K -1,018 -2%
EAM
2248
EULAV Asset Management
Florida
$11.6M -$1.66M -9,000 -13%
OHWA
2249
Oak Hill Wealth Advisors
Virginia
$11.5M -$49.9K -270 -0.4%
BCPWM
2250
Bradley & Co Private Wealth Management
Florida
$11.5M -$501K -2,714 -4%