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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1726
Cornerstone Advisory
Maryland
$17.5M +$213K +849 +1%
EFG
1727
Everhart Financial Group
Ohio
$17.5M -$401K -1,597 -2%
CCA
1728
Checchi Capital Advisers
California
$17.5M +$276K +1,099 +2%
SCA
1729
Sage Capital Advisors
South Dakota
$17.4M +$35.1K +140 +0.2%
AA
1730
Advisory Alpha
Michigan
$17.4M +$782K +3,116 +4%
PJSIMP
1731
P.J. Schmidt Investment Management (PJS)
Wisconsin
$17.4M -$996K -3,967 -5%
KHCM
1732
Kirtland Hills Capital Management
Ohio
$17.4M +$429K +1,709 +2%
BHWM
1733
Bar Harbor Wealth Management
New Hampshire
$17.4M -$190K -758 -1%
CCS
1734
Concentric Capital Strategies
Connecticut
$17.3M +$3.43M +13,655 +23%
CT
1735
Chicago Trust
Illinois
$17.3M +$273K +1,086 +2%
IIC
1736
Ironwood Investment Counsel
Arizona
$17.3M -$55.7K -222 -0.3%
VG
1737
Visualize Group
New York
$17.3M +$18.2M +72,500 New
HW
1738
Hedeker Wealth
Illinois
$17.3M +$38.4K +153 +0.2%
RCM
1739
RNC Capital Management
California
$17.3M -$832K -3,316 -4%
EPW
1740
Evolve Private Wealth
California
$17.3M -$10.6M -42,110 -37%
TF
1741
Tompkins Financial
New York
$17.2M -$236K -940 -1%
CBT
1742
Central Bank & Trust
Kentucky
$17.2M -$130K -517 -0.7%
TPA
1743
Trivium Point Advisory
Connecticut
$17.2M +$3.07M +12,226 +20%
TC
1744
Trilogy Capital
California
$17.2M +$860K +3,427 +5%
BSG
1745
Black Swift Group
Colorado
$17.2M -$6.01M -23,935 -25%
JRP
1746
Jasper Ridge Partners
California
$17.2M +$5.8M +23,120 +47%
DCM
1747
Decatur Capital Management
Georgia
$17.2M +$3.71M +14,761 +26%
AIM
1748
Adapt Investment Managers
Switzerland
$17.2M -$31M -123,695 -63%
UAG
1749
United Advisor Group
Ohio
$17.1M -$433K -1,726 -2%
9C
1750
9823 Capital
Texas
$17.1M +$230K +915 +1%