Name Holding Trade Value Shares
Change
Change in
Stake
RH
1951
RFG Holdings
Texas
$582K +$250K +517 +97%
VC
1952
Vicus Capital
Pennsylvania
$582K -$93.9K -194 -16%
AGWCA
1953
Annis Gardner Whiting Capital Advisors
Florida
$581K +$35.8K +74 +8%
PHIC
1954
Pine Haven Investment Counsel
Massachusetts
$581K -$24.2K -50 -5%
CHP
1955
Cable Hill Partners
Oregon
$579K +$505K +1,043 New
PFG
1956
PAX Financial Group
Texas
$578K +$9.68K +20 +2%
DPIM
1957
Duff & Phelps Investment Management
Illinois
$577K -$2.04M -4,208 -80%
RMDI
1958
R.M. Davis Inc
Maine
$576K +$968 +2 +0.2%
EFG
1959
Ethos Financial Group
Pennsylvania
$576K +$210K +433 +78%
BFIC
1960
Bedell Frazier Investment Counselling
California
$576K +$3.39K +7 +0.7%
NIP
1961
Nicholas Investment Partners
California
$571K -$107K -222 -18%
RMCM
1962
Reynders McVeigh Capital Management
Massachusetts
$571K +$32.9K +68 +7%
AFG
1963
Allegheny Financial Group
Pennsylvania
$570K – – –
MPPLM
1964
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$570K +$32.9K +68 +7%
GCP
1965
GSA Capital Partners
United Kingdom
$569K +$190K +392 +62%
CP
1966
Castleview Partners
Texas
$568K -$18.4K -38 -4%
OP
1967
Oslo Pensjonsforsikring
$568K +$495K +1,023 New
CAC
1968
Certified Advisory Corp
Florida
$568K +$968 +2 +0.2%
TIM
1969
Tevis Investment Management
Texas
$566K -$31.5K -65 -6%
HIM
1970
Harbour Investment Management
Washington
$566K – – –
CWP
1971
Curated Wealth Partners
California
$566K +$493K +1,019 New
MCWA
1972
Meadow Creek Wealth Advisors
Georgia
$564K -$42.6K -88 -8%
GIM
1973
Groesbeck Investment Management
New Jersey
$562K – – –
CA
1974
Claro Advisors
Massachusetts
$562K -$18.9K -39 -4%
LWMG
1975
Levy Wealth Management Group
Pennsylvania
$561K – – –