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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1701
Venturi Wealth Management
Texas
$15.2M +$1.24M +6,052 +10%
CFSG
1702
Community Financial Services Group
Vermont
$15.2M -$38.9K -190 -0.3%
AF
1703
Apollon Financial
South Carolina
$15.2M +$323K +1,581 +2%
FFA
1704
Fragasso Financial Advisors
Pennsylvania
$15.1M -$553K -2,702 -4%
BWM
1705
Bulltick Wealth Management
Florida
$15.1M -$1.42M -6,956 -9%
TCCM
1706
Timber Creek Capital Management
Massachusetts
$15.1M +$5.12K +25 +0%
NG
1707
NWK Group
California
$15.1M -$396K -1,938 -3%
PCA
1708
Private Capital Advisors
Connecticut
$15.1M -$349K -1,707 -2%
BCM
1709
Bourgeon Capital Management
Connecticut
$15.1M -$52.6K -257 -0.4%
PDL
1710
Portfolio Design Labs
California
$15M +$2.7M +13,210 +24%
CAM
1711
Cypress Asset Management
Texas
$15M -$270K -1,320 -2%
AWM
1712
Activest Wealth Management
Florida
$14.9M +$66.7K +326 +0.5%
NHT
1713
New Hampshire Trust
New Hampshire
$14.9M +$232K +1,134 +2%
GLAM
1714
Gardner Lewis Asset Management
Pennsylvania
$14.9M -$303K -1,483 -2%
FPGK
1715
Financial Partners Group (Kansas)
Kansas
$14.9M -$53.8K -263 -0.4%
AIM
1716
Anchor Investment Management
South Carolina
$14.9M +$319K +1,560 +2%
FM
1717
Family Management
New York
$14.9M +$393K +1,920 +3%
IIA
1718
IPG Investment Advisors
California
$14.8M -$3.3M -16,116 -19%
EWM
1719
Elevatus Welath Management
New York
$14.8M +$419K +2,048 +3%
HMC
1720
Harvard Management Company
Massachusetts
$14.8M +$13.8M +67,500 New
OCAM
1721
Owl Creek Asset Management
New York
$14.8M -$24.5M -119,548 -64%
PCS
1722
Personal CFO Solutions
New Jersey
$14.8M -$790K -3,863 -5%
UC
1723
Unio Capital
New Jersey
$14.8M +$2.82M +13,801 +26%
CAM
1724
Carret Asset Management
New York
$14.8M +$70.2K +343 +0.5%
EAM
1725
Evanson Asset Management
California
$14.8M -$212K -1,034 -2%