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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1426
Gifford Fong Associates
California
$21.2M
CIEC
1427
Crédit Industriel et Commercial
France
$21.2M
MWM
1428
Modern Wealth Management
Kansas
$21.1M +$2.38M +12,010 +14%
FCM
1429
Fortis Capital Management
Washington
$21.1M +$2.48M +12,543 +15%
TPA
1430
Trivium Point Advisory
Connecticut
$21.1M +$890K +4,498 +5%
PTC
1431
Philadelphia Trust Company
Pennsylvania
$21M +$307K +1,552 +2%
CAL
1432
Capital Analysts LLC
Pennsylvania
$20.9M +$513K +2,593 +3%
ZIG
1433
Zuckerman Investment Group
Illinois
$20.8M +$1.59M +8,020 +9%
WAM
1434
Wallington Asset Management
Indiana
$20.8M +$337K +1,705 +2%
DA
1435
Dillon & Associates
Michigan
$20.8M +$942K +4,758 +5%
BFG
1436
Berger Financial Group
Minnesota
$20.8M -$322K -1,626 -2%
1WA
1437
180 Wealth Advisors
Washington
$20.8M +$223K +1,126 +1%
LC
1438
Lakehouse Capital
Australia
$20.8M -$3.32M -16,785 -15%
HBCM
1439
Heron Bay Capital Management
Michigan
$20.7M +$1.33M +6,738 +8%
CI
1440
Cigna Investments
Connecticut
$20.7M -$53K -268 -0.3%
KFGK
1441
Keystone Financial Group (Kentucky)
Kentucky
$20.7M +$422K +2,135 +2%
ONGA
1442
O'Neil Global Advisors
California
$20.6M +$18.6M +94,085 New
AA
1443
Altrafin AG
$20.6M +$98.2K +496 +0.5%
KJWM
1444
Kiley Juergens Wealth Management
Washington
$20.6M +$246K +1,242 +1%
NG
1445
Norden Group
Utah
$20.6M -$79.4K -401 -0.4%
RFMS
1446
RWQ Financial Management Services
Florida
$20.6M +$18.6M +93,885 New
SB
1447
Strategic Blueprint
Georgia
$20.6M -$3.24M -16,379 -15%
SAM
1448
Shikiar Asset Management
New York
$20.6M -$1.77M -8,930 -9%
TCM
1449
Telos Capital Management
California
$20.6M +$460K +2,324 +3%
SSWM
1450
Sheets Smith Wealth Management
North Carolina
$20.5M -$491K -2,482 -3%