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Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
2401
Lederer & Associates Investment Counsel
California
$12M -$699K -3,748 -6%
CIM
2402
Chiron Investment Management
New York
$12M +$9.29M +49,814 +701%
SAM
2403
Strategy Asset Managers
California
$12M -$577K -3,094 -5%
AW
2404
Alaethes Wealth
Nevada
$12M +$152K +813 +1%
GAA
2405
Global Assets Advisory
Florida
$12M +$456K +2,447 +5%
HGERS
2406
Householder Group Estate & Retirement Specialist
Arizona
$12M +$262K +1,403 +3%
WDC
2407
Woodward Diversified Capital
California
$12M -$1.41M -7,568 -12%
AFT
2408
Alpha Family Trust
California
$11.9M -$748K -4,010 -7%
CP
2409
CenterBook Partners
Connecticut
$11.9M +$1.94M +10,402 +22%
CSB
2410
City State Bank
Iowa
$11.9M -$75.5K -405 -0.7%
WFAG
2411
Wescott Financial Advisory Group
Pennsylvania
$11.9M -$492K -2,639 -4%
Alkeon Capital Management
2412
Alkeon Capital Management
New York
$11.9M
AFM
2413
Abbot Financial Management
Massachusetts
$11.9M -$167K -897 -2%
HBWM
2414
Hollow Brook Wealth Management
New York
$11.9M +$900K +4,824 +9%
PC
2415
Port Capital
Illinois
$11.9M -$211K -1,129 -2%
AC
2416
Asio Capital
Kentucky
$11.9M +$129K +694 +1%
TSWM
2417
Tyler-Stone Wealth Management
Ohio
$11.8M -$67.3K -361 -0.6%
WMP
2418
Wealth Management Partners
Arizona
$11.8M -$60.2K -323 -0.6%
PW
2419
Peninsula Wealth
California
$11.8M +$48.7K +261 +0.5%
WCM
2420
WealthBridge Capital Management
Ohio
$11.8M -$489K -2,623 -4%
TWM
2421
TLW Wealth Management
Florida
$11.8M -$90.4K -485 -0.9%
KLCM
2422
KG&L Capital Management
Louisiana
$11.8M -$411K -2,203 -4%
PGAM
2423
Princeton Global Asset Management
New Jersey
$11.8M +$358K +1,922 +4%
GGHC
2424
Gilder Gagnon Howe & Co
New York
$11.8M -$3.39M -18,156 -25%
SAM
2425
Satovsky Asset Management
New York
$11.7M +$13.4K +72 +0.1%