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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1626
Cove Private Wealth
New York
$16.9M +$3M +13,615 +20%
AAS
1627
Ameritas Advisory Services
Nebraska
$16.9M +$196K +889 +1%
WAS
1628
Winch Advisory Services
Wisconsin
$16.9M -$19.6K -89 -0.1%
SA
1629
Sovran Advisors
California
$16.9M +$1.3M +5,885 +10%
WIM
1630
WealthPlan Investment Management
Nebraska
$16.8M +$2.66M +12,098 +18%
CVM
1631
Cheviot Value Management
California
$16.8M +$1.3M +5,893 +8%
FWP
1632
FAS Wealth Partners
Kansas
$16.8M +$363K +1,648 +2%
TA
1633
Tiptree Advisors
New York
$16.8M +$3.96M +18,000 +29%
ZF
1634
Zhang Financial
Michigan
$16.7M +$2.14M +9,727 +14%
WPP
1635
Whalerock Point Partners
Rhode Island
$16.7M +$368K +1,673 +2%
AWM
1636
Activest Wealth Management
Florida
$16.7M +$3.1M +14,080 +21%
HI
1637
Hendershot Investments
Virginia
$16.7M +$932K +4,235 +6%
HVIA
1638
Hudson Valley Investment Advisors
New York
$16.6M -$2.65M -12,032 -13%
BWM
1639
Bulltick Wealth Management
Florida
$16.6M +$2.82M +12,817 +19%
GU
1640
Georgetown University
District of Columbia
$16.6M
LOWM
1641
Laurel Oak Wealth Management
New Jersey
$16.6M +$544K +2,472 +3%
SNB
1642
Security National Bank
Nebraska
$16.6M +$179K +812 +1%
PDL
1643
Portfolio Design Labs
California
$16.6M -$1.25M -5,660 -7%
SIC
1644
SFE Investment Counsel
California
$16.6M +$1.41M +6,385 +9%
BONST
1645
Bank of Nova Scotia Trust
Ontario, Canada
$16.6M -$174K -792 -1%
HCM
1646
Hilton Capital Management
New York
$16.6M -$797K -3,620 -4%
YLHM
1647
Yelin Lapidot Holdings Management
Israel
$16.6M
PWMAG
1648
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$399K -1,810 -2%
Koshinski Asset Management
1649
Koshinski Asset Management
Illinois
$16.6M +$156K +708 +0.9%
RA
1650
Riverstone Advisors
Texas
$16.5M -$1.06M -4,803 -6%