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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1801
Claro Advisors
Massachusetts
$13.7M -$176K -779 -1%
SC
1802
Scholtz & Company
Connecticut
$13.6M +$1.15M +5,102 +9%
SBWIC
1803
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.6M +$125K +553 +0.9%
WE
1804
Wealth Effects
Massachusetts
$13.6M +$512K +2,261 +4%
PP
1805
PDS Planning
Ohio
$13.6M +$233K +1,030 +2%
PPWP
1806
Premier Path Wealth Partners
New Jersey
$13.6M +$435K +1,920 +3%
DSC
1807
Duncker Streett & Co
Missouri
$13.6M +$47.8K +211 +0.3%
B
1808
Bellecapital
Switzerland
$13.6M -$201K -887 -1%
CT
1809
Colonial Trust
South Carolina
$13.6M +$677K +2,991 +5%
ACM
1810
Avalon Capital Management
California
$13.6M -$703K -3,107 -5%
SWP
1811
Strategic Wealth Partners
Ohio
$13.6M -$2.95M -13,052 -17%
SM
1812
STF Management
Texas
$13.5M -$328K -1,448 -2%
CIC
1813
Chilton Investment Company
Connecticut
$13.5M +$8.11M +35,837 +139%
PTB
1814
Pioneer Trust Bank
Oregon
$13.5M +$283K +1,250 +2%
TM
1815
TigerOak Management
New Mexico
$13.5M +$141K +621 +1%
CFSG
1816
Community Financial Services Group
Vermont
$13.5M -$250K -1,105 -2%
JFGIW
1817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M +$1.22M +5,396 +10%
ECAM
1818
East Coast Asset Management
Massachusetts
$13.5M -$345K -1,523 -2%
NCM
1819
Nelson Capital Management
California
$13.5M -$193K -852 -1%
LS
1820
Leelyn Smith
Illinois
$13.5M +$187K +825 +1%
EFG
1821
Everhart Financial Group
Ohio
$13.4M +$803K +3,546 +6%
DCM
1822
Decatur Capital Management
Georgia
$13.4M -$905 -4 -0%
JSL
1823
JT Stratford LLC
Georgia
$13.3M +$777K +3,434 +6%
CG
1824
CFO4Life Group
Texas
$13.3M +$211K +934 +2%
WP
1825
WealthPLAN Partners
Nebraska
$13.3M +$53.2K +235 +0.4%