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Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
1676
Laurel Oak Wealth Management
New Jersey
$17.8M +$17.7M +77,307 New
PTC
1677
Private Trust Company
Ohio
$17.8M -$225K -983 -1%
PWG
1678
Portside Wealth Group
Utah
$17.8M -$65K -284 -0.4%
KSCM
1679
Kamunting Street Capital Management
Florida
$17.8M +$198K +866 +1%
WCM
1680
Whitener Capital Management
North Carolina
$17.7M -$471K -2,058 -3%
PJSIMP
1681
P.J. Schmidt Investment Management (PJS)
Wisconsin
$17.7M +$193K +843 +1%
NF
1682
Nikulski Financial
Iowa
$17.7M +$507K +2,216 +3%
RW
1683
Rockport Wealth
Ohio
$17.6M -$356K -1,556 -2%
PC
1684
Pelham Capital
United Kingdom
$17.6M -$2.96M -12,950 -15%
MFG
1685
Magnus Financial Group
New York
$17.6M +$752K +3,288 +5%
KWMG
1686
King Wealth Management Group
Florida
$17.6M +$717K +3,132 +4%
GCM
1687
Greenland Capital Management
New York
$17.6M +$10.9M +47,576 +166%
VSI
1688
Verde Servicos Internacionais
Brazil
$17.6M +$7.81M +34,138 +81%
SLG
1689
Stanley-Laman Group
Pennsylvania
$17.6M +$1.73M +7,551 +11%
GAM
1690
Griffin Asset Management
New York
$17.5M +$1.8M +7,866 +12%
HI
1691
Hendershot Investments
Virginia
$17.5M +$344K +1,502 +2%
ST
1692
Spinnaker Trust
Maine
$17.5M +$924K +4,037 +6%
NAS
1693
NWF Advisory Services
California
$17.5M -$181K -789 -1%
BHWM
1694
Bar Harbor Wealth Management
New Hampshire
$17.4M -$71.6K -313 -0.4%
AIP
1695
Alapocas Investment Partners
Massachusetts
$17.4M -$464K -2,026 -3%
BWS
1696
Buck Wealth Strategies
Colorado
$17.4M +$799K +3,491 +5%
BWM
1697
Buckley Wealth Management
Nevada
$17.3M -$58.3K -255 -0.3%
HIC
1698
Holderness Investments Company
North Carolina
$17.3M -$97K -424 -0.6%
MWM
1699
Marietta Wealth Management
Georgia
$17.3M +$405K +1,772 +2%
GCM
1700
Goldstream Capital Management
Hong Kong
$17.3M -$8.29M -36,216 -33%