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Name Holding Trade Value Shares
Change
Change in
Stake
Sovereign Financial Group
2401
Sovereign Financial Group
Connecticut
$15.2M -$44.9K -157 -0.3%
Revisor Wealth Management
2402
Revisor Wealth Management
Ohio
$15.2M +$38.3K +134 +0.3%
Northwest Bancshares
2403
Northwest Bancshares
Pennsylvania
$15.2M -$246K -859 -2%
Alaethes Wealth
2404
Alaethes Wealth
Nevada
$15.2M -$73.8K -258 -0.5%
Oarsman Capital
2405
Oarsman Capital
Wisconsin
$15.1M +$555K +1,939 +4%
Three Arch Wealth Management
2406
Three Arch Wealth Management
California
$15.1M +$400K +1,399 +3%
Fortress Private Ledger
2407
Fortress Private Ledger
North Carolina
$15.1M -$750K -2,621 -5%
Meadowbrook Advisors Group
2408
Meadowbrook Advisors Group
New Jersey
$15.1M -$772K -2,698 -5%
DLK Investment Management
2409
DLK Investment Management
California
$15.1M +$2.59M +9,072 +15%
Capital Advantage
2410
Capital Advantage
California
$15.1M -$429K -1,501 -3%
Carderock Capital Management
2411
Carderock Capital Management
Maryland
$15M -$229K -802 -2%
Integral Investment Advisors
2412
Integral Investment Advisors
California
$15M -$27.2K -95 -0.2%
Next Century Growth Investors
2413
Next Century Growth Investors
Minnesota
$15M -$7.51M -26,246 -34%
MYCIO Wealth Partners
2414
MYCIO Wealth Partners
Pennsylvania
$15M -$2.91M -10,160 -16%
LongView Wealth Management
2415
LongView Wealth Management
Georgia
$15M -$494K -1,726 -3%
Calton & Associates
2416
Calton & Associates
Florida
$15M -$3.74M -13,061 -20%
Midland Wealth Advisors
2417
Midland Wealth Advisors
Illinois
$15M -$361K -1,263 -2%
Tortoise Investment Management
2418
Tortoise Investment Management
New York
$14.9M +$223K +780 +2%
Sheets Smith Wealth Management
2419
Sheets Smith Wealth Management
North Carolina
$14.9M -$62.9K -220 -0.4%
Abacus Planning Group
2420
Abacus Planning Group
South Carolina
$14.9M -$934K -3,266 -6%
White Pine Capital
2421
White Pine Capital
Minnesota
$14.9M -$109K -382 -0.7%
KKM Financial
2422
KKM Financial
Illinois
$14.9M +$1.56M +5,453 +12%
CNB Bank
2423
CNB Bank
Pennsylvania
$14.9M -$453K -1,583 -3%
Principal Street Partners
2424
Principal Street Partners
Tennessee
$14.9M +$21.5K +75 +0.1%
High Net Worth Advisory Group
2425
High Net Worth Advisory Group
Florida
$14.9M -$24.3K -85 -0.2%