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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1151
CFM Wealth Partners
Texas
$15.4M +$136K +860 +0.9%
MWM
1152
Mission Wealth Management
California
$15.4M -$85.6K -540 -0.5%
EH
1153
Equitable Holdings
New York
$15.4M +$1.33M +8,420 +9%
WC
1154
Whitney & Co
New York
$15.3M +$301K +1,900 +2%
AC
1155
Abbrea Capital
California
$15.3M +$1.04M +6,580 +7%
CS
1156
Comerica Securities
Michigan
$15.2M -$1.12M -7,080 -7%
OCM
1157
Oakwood Capital Management
California
$15.2M -$130K -820 -0.8%
IIA
1158
IPG Investment Advisors
California
$15.2M -$1.04M -6,540 -6%
RWA
1159
Ropes Wealth Advisors
Massachusetts
$15.2M +$1.4M +8,840 +10%
PI
1160
Pennant Investors
New Jersey
$15.2M
BDWM
1161
Brewin Dolphin Wealth Management
Ireland
$15.2M +$1.15M +7,260 +8%
CRB
1162
Chad R. Baker
$15.1M
JSA
1163
Jacobson & Schmitt Advisors
Wisconsin
$15.1M +$678K +4,280 +5%
CA
1164
Callahan Advisors
Texas
$15.1M +$542K +3,420 +4%
WCM
1165
Whitener Capital Management
North Carolina
$15M -$656K -4,140 -4%
SIM
1166
Sentry Investment Management
Wisconsin
$15M -$74.5M -469,860 -83%
HIC
1167
Holderness Investments Company
North Carolina
$14.9M -$488K -3,080 -3%
CAM
1168
Covenant Asset Management
New Jersey
$14.9M +$143K +900 +0.9%
ACM
1169
Academy Capital Management
Texas
$14.9M +$15.3M +96,260 New
EVM
1170
Evelyn V. Moreno
$14.8M -$3.17K -20 -0%
KWMG
1171
King Wealth Management Group
Florida
$14.8M -$1.21M -7,620 -7%
GVAG
1172
Great Valley Advisor Group
Delaware
$14.8M -$2.56M -16,160 -14%
PJSIMP
1173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.8M +$149K +940 +1%
CICI
1174
Capital Investment Counsel Inc
North Carolina
$14.8M +$1.71M +10,780 +13%
SAM
1175
Stewart Asset Management
New York
$14.8M -$1.01M -6,380 -6%