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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1326
Chapman Investment Management
California
$14.1M +$253K +1,640 +2%
MRCM
1327
M&R Capital Management
New Jersey
$14.1M +$189K +1,220 +1%
AWAG
1328
ARS Wealth Advisors Group
Florida
$14M -$278K -1,800 -2%
BIAS
1329
Beacon Investment Advisory Services
New Jersey
$13.9M +$247K +1,600 +2%
LIA
1330
LS Investment Advisors
Michigan
$13.9M -$451K -2,920 -3%
CF
1331
Centaurus Financial
California
$13.8M +$1.41M +9,140 +12%
HGCK
1332
HPC Germany & Co KG
Germany
$13.8M +$13.1M +84,740 New
VCM
1333
Violich Capital Management
California
$13.7M +$553K +3,580 +4%
QCG
1334
Quadrant Capital Group
Ohio
$13.7M +$238K +1,540 +2%
AWS
1335
AJ Wealth Strategies
New York
$13.7M +$705K +4,560 +6%
NL
1336
NKCFO LLC
Illinois
$13.7M
PBT
1337
Pictet Bank & Trust
Bahamas
$13.7M +$121K +780 +0.9%
PWAG
1338
Polaris Wealth Advisory Group
California
$13.6M +$1.93M +12,460 +17%
LSPW
1339
Lake Street Private Wealth
Illinois
$13.6M -$244K -1,580 -2%
PFM
1340
Parsec Financial Management
North Carolina
$13.6M +$615K +3,980 +5%
ERWM
1341
Elk River Wealth Management
Colorado
$13.5M +$618K +4,000 +5%
FPCM
1342
Financial Partners Capital Management
New York
$13.5M +$74.2K +480 +0.6%
SACTSONJ
1343
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$13.5M -$556K -3,600 -4%
WAM
1344
Wallington Asset Management
Indiana
$13.5M -$3.93M -25,440 -24%
SCM
1345
Schnieders Capital Management
California
$13.4M +$386K +2,500 +3%
LMKC
1346
L.M. Kohn & Company
Ohio
$13.4M +$12.7M +82,420 New
ZB
1347
Zions Bancorporation
Utah
$13.4M +$3.16M +20,420 +33%
OCM
1348
Oribel Capital Management
New York
$13.4M -$2.16M -14,000 -15%
RCM
1349
Ratan Capital Management
Florida
$13.3M -$54.2M -350,760 -81%
IFWM
1350
Institute for Wealth Management
Colorado
$13.3M +$510K +3,300 +4%