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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1101
Lakehouse Capital
Australia
$18.6M +$2.21M +12,800 +13%
BFIC
1102
Bedell Frazier Investment Counselling
California
$18.6M +$248K +1,440 +1%
EH
1103
Equitable Holdings
New York
$18.6M +$1.22M +7,080 +7%
LFAS
1104
Level Four Advisory Services
Texas
$18.5M -$3.82M -22,160 -16%
UM
1105
Ulysses Management
New York
$18.4M +$13.8M +80,200 +251%
SF
1106
Summit Financial
New Jersey
$18.4M +$15.9M +92,100 +460%
CA
1107
Callahan Advisors
Texas
$18.4M +$1.12M +6,500 +6%
CICI
1108
Capital Investment Counsel Inc
North Carolina
$18.3M +$759K +4,400 +4%
FFN
1109
Focus Financial Network
Minnesota
$18.3M +$442K +2,560 +2%
PIA
1110
Perennial Investment Advisors
California
$18.3M -$69K -400 -0.4%
WP
1111
WealthPLAN Partners
Nebraska
$18.3M +$362K +2,100 +2%
MIA
1112
MainStreet Investment Advisors
Illinois
$18.2M -$1.25M -7,260 -6%
GWSG
1113
GPS Wealth Strategies Group
Colorado
$18.2M -$369K -2,140 -2%
RIM
1114
Regent Investment Management
Kentucky
$18.2M +$1.05M +6,080 +6%
EPC
1115
Emerson Point Capital
New York
$18.1M -$5M -28,960 -21%
RCW
1116
Rheos Capital Works
Japan
$18.1M
WSFS
1117
Wilmington Savings Fund Society
Delaware
$18M -$583K -3,380 -3%
VC
1118
Vestor Capital
Illinois
$18M +$162K +940 +0.9%
BCM
1119
Bowie Capital Management
Texas
$17.9M +$1.8M +10,440 +11%
GJCM
1120
Grand Jean Capital Management
California
$17.8M +$131K +760 +0.7%
WAM
1121
Wallington Asset Management
Indiana
$17.8M +$103K +600 +0.6%
JWBC
1122
J.W. Burns & Co
New York
$17.8M +$397K +2,300 +2%
SVCP
1123
Silicon Valley Capital Partners
California
$17.8M +$1.93M +11,160 +11%
SC
1124
Slow Capital
California
$17.8M -$152K -880 -0.8%
PNC
1125
Park National Corp
Ohio
$17.7M +$266K +1,540 +1%