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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1026
Pensionfund Sabic
Netherlands
$2M – – –
VCM
1027
Vision Capital Management
Oregon
$1.99M -$219K -643 -10%
Perigon Wealth Management
1028
Perigon Wealth Management
California
$1.96M -$575K -1,692 -23%
WAP
1029
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$52K +153 +3%
RWA
1030
Roberts Wealth Advisors
California
$1.94M -$1.02M -3,002 -35%
KRW
1031
Kaufman Rossin Wealth
Florida
$1.92M -$21.4K -63 -1%
ECA
1032
Elevated Capital Advisors
Utah
$1.91M +$573K +1,685 +45%
MWA
1033
Marathon Wealth Advisors
Massachusetts
$1.9M +$1.85M +5,433 New
F8IS
1034
Figure 8 Investment Strategies
Idaho
$1.9M -$174K -512 -9%
Integrated Wealth Concepts
1035
Integrated Wealth Concepts
Massachusetts
$1.89M -$3.07M -9,019 -63%
IAS
1036
IMA Advisory Services
Colorado
$1.89M -$63.6K -187 -3%
CWI
1037
Conscious Wealth Investments
Florida
$1.88M -$748K -2,200 -24%
BIM
1038
Baldwin Investment Management
Pennsylvania
$1.88M -$121K -357 -6%
LT
1039
Lindsell Train
United Kingdom
$1.85M +$272K +800 +18%
HIC
1040
Hamrick Investment Counsel
Washington
$1.85M +$1.8M +5,286 New
PGAM
1041
Princeton Global Asset Management
New Jersey
$1.85M +$105K +310 +6%
Savvy Advisors Inc
1042
Savvy Advisors Inc
New York
$1.84M +$56.5K +166 +3%
DO
1043
denkapparat Operations
Germany
$1.83M +$486K +1,430 +38%
Savant Capital
1044
Savant Capital
Illinois
$1.83M -$123K -361 -6%
PWMAG
1045
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M -$383K -1,127 -18%
Arax Advisory Partners
1046
Arax Advisory Partners
Colorado
$1.83M -$11M -32,316 -86%
MMPW
1047
Mitchell McLeod Pugh & Williams
Alabama
$1.83M -$88.4K -260 -4%
London & Capital Asset Management
1048
London & Capital Asset Management
United Kingdom
$1.82M +$1.77M +5,216 New
SIP
1049
Stoneridge Investment Partners
Pennsylvania
$1.82M -$69.4K -204 -4%
MCC
1050
Malaga Cove Capital
California
$1.82M -$3.4K -10 -0.2%