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Name Holding Trade Value Shares
Change
Change in
Stake
ZEP
1501
Zeno Equity Partners
United Kingdom
$22.1M -$7.6M -33,215 -26%
BWP
1502
Barlow Wealth Partners
Kentucky
$22M +$2.8M +12,255 +16%
KJWM
1503
Kiley Juergens Wealth Management
Washington
$22M +$351K +1,533 +2%
CIC
1504
Concord Investment Counsel
California
$22M -$1.17M -5,104 -5%
PTC
1505
Philadelphia Trust Company
Pennsylvania
$22M -$164K -718 -0.7%
SPC
1506
Spirepoint Private Client
Florida
$22M +$2.44M +10,653 +13%
SWM
1507
Stockman Wealth Management
Montana
$21.9M +$600K +2,624 +3%
TCM
1508
Telos Capital Management
California
$21.9M +$86.9K +380 +0.4%
CWM
1509
Cornerstone Wealth Management
Missouri
$21.9M +$147K +641 +0.7%
TCA
1510
Transcend Capital Advisors
New Jersey
$21.9M -$1.47M -6,420 -6%
HWAM
1511
Hennion & Walsh Asset Management
New Jersey
$21.8M +$1.23M +5,387 +6%
VW
1512
Vantage Wealth
California
$21.8M -$313K -1,370 -1%
IP
1513
Intellectus Partners
California
$21.8M -$1.09M -4,768 -5%
CAL
1514
Capital Analysts LLC
Pennsylvania
$21.7M -$262K -1,146 -1%
FNFDCM
1515
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$21.7M +$5.49K +24 +0%
WPW
1516
Warther Private Wealth
Ohio
$21.7M -$2.63M -11,481 -11%
VWM
1517
Venturi Wealth Management
Texas
$21.6M +$1.94M +8,461 +10%
VHAM
1518
Van Hulzen Asset Management
California
$21.6M +$1.33M +5,825 +7%
BCA
1519
Bay Colony Advisors
Massachusetts
$21.6M -$483K -2,113 -2%
APG
1520
Abacus Planning Group
South Carolina
$21.6M +$158K +691 +0.7%
SWM
1521
Sendero Wealth Management
Texas
$21.6M -$484K -2,114 -2%
RAM
1522
Robinhood Asset Management
California
$21.6M +$21.4M +93,408 New
CWG
1523
Cornerstone Wealth Group
North Carolina
$21.6M +$1.26M +5,489 +6%
BFG
1524
Berger Financial Group
Minnesota
$21.5M -$290K -1,269 -1%
BOH
1525
Bank of Hawaii
Hawaii
$21.5M +$2.39M +10,459 +13%