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Name Holding Trade Value Shares
Change
Change in
Stake
CL
1301
CIM LLC
New York
$19.4M +$10K +55 +0.1%
TAM
1302
Trust Asset Management
Texas
$19.4M
MCC
1303
Money Concepts Capital
Florida
$19.3M +$1.36M +7,470 +8%
HCA
1304
Harbor Capital Advisors
Illinois
$19.3M -$123K -673 -0.6%
FFM
1305
Forum Financial Management
Illinois
$19.3M +$1.05M +5,744 +6%
1W
1306
1776 Wealth
Georgia
$19.2M -$778K -4,264 -4%
HP
1307
Highlander Partners
Texas
$19.2M
ECM
1308
Exchange Capital Management
Michigan
$19.1M -$525K -2,877 -3%
RDWM
1309
Red Door Wealth Management
Tennessee
$19.1M +$2.63M +14,397 +16%
FNFDCM
1310
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.1M -$1.06M -5,796 -5%
CPIM
1311
Coalescence Partners Investment Management
New York
$19.1M +$4.21M +23,065 +29%
PVI
1312
Pine Valley Investments
New Jersey
$19M +$278K +1,525 +2%
DF
1313
DNCA Finance
France
$19M +$9.41M +51,600 +103%
RA
1314
RFG Advisory
Alabama
$18.9M -$1.19M -6,535 -6%
FIB
1315
First Interstate Bank
Montana
$18.9M -$228K -1,248 -1%
PIM
1316
Penobscot Investment Management
Massachusetts
$18.9M +$793K +4,347 +4%
CFG
1317
Cooper Financial Group
California
$18.9M +$348K +1,905 +2%
CWP
1318
CFM Wealth Partners
Texas
$18.8M -$199K -1,092 -1%
RIA
1319
RPG Investment Advisory
California
$18.8M +$501K +2,745 +3%
EWA
1320
EverSource Wealth Advisors
Alabama
$18.8M +$1.3M +7,098 +8%
WPW
1321
Warther Private Wealth
Ohio
$18.8M +$10.3M +56,662 +129%
TW
1322
TrinityPoint Wealth
Connecticut
$18.8M +$378K +2,072 +2%
CAM
1323
Cozad Asset Management
Illinois
$18.7M -$196K -1,076 -1%
OWA
1324
Octavia Wealth Advisors
Ohio
$18.7M -$545K -2,985 -3%
SWM
1325
SeaCrest Wealth Management
New York
$18.7M -$131K -716 -0.7%