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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
976
Venture Visionary Partners
Ohio
$20.7M +$1.53M +9,640 +8%
UAS
977
United Asset Strategies
New York
$20.7M +$6.35M +40,040 +43%
JPMIA
978
J.P. Marvel Investment Advisors
Massachusetts
$20.7M -$3.17K -20 -0%
RMA
979
Roffman Miller Associates
Pennsylvania
$20.7M +$4.85M +30,600 +2%
KA
980
Kerrisdale Advisers
Florida
$20.7M
PAS
981
Park Avenue Securities
New York
$20.6M +$4.2M +26,480 +25%
WB
982
Webster Bank
Connecticut
$20.6M -$428K -2,700 -2%
LFAS
983
Level Four Advisory Services
Texas
$20.6M -$821K -5,180 -4%
FBB
984
Fulton Breakefield Broenniman
Maryland
$20.5M +$4.74M +29,900 +29%
CCM
985
Conway Capital Management
California
$20.5M -$317K -2,000 -1%
ANTB
986
AMG National Trust Bank
Colorado
$20.5M -$853K -5,380 -4%
JAWM
987
J. Arnold Wealth Management
Ohio
$20.4M -$26.3M -165,980 -56%
AF
988
Alerus Financial
North Dakota
$20.4M +$793K +5,000 +4%
FQ
989
First Quadrant
California
$20.3M +$22.2K +140 +0.1%
BA
990
Bristlecone Advisors
Washington
$20.3M +$91.9K +580 +0.4%
WWM
991
Western Wealth Management
Colorado
$20.3M -$1.07M -6,720 -5%
BP
992
BBR Partners
New York
$20.2M -$859K -5,420 -4%
RCP
993
Rothschild Capital Partners
New York
$20.2M -$63.4K -400 -0.3%
Rafferty Asset Management
994
Rafferty Asset Management
New York
$20.1M +$6.42M +40,480 +45%
GAB
995
German American Bancorp
Indiana
$20.1M +$1.33M +8,400 +7%
TA
996
TRB Advisors
New York
$20.1M -$14.3M -90,000 -41%
PAM
997
Private Asset Management
California
$20.1M +$539K +3,400 +3%
BFC
998
Blue Fin Capital
Rhode Island
$19.9M +$346K +2,180 +2%
TW
999
TrinityPoint Wealth
Connecticut
$19.9M +$88.8K +560 +0.4%
GKWIM
1000
Gerber Kawasaki Wealth & Investment Management
California
$19.9M +$2.03M +12,800 +11%