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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1901
Beverly Hills Private Wealth
California
$14M +$138K +603 +1%
ECAM
1902
East Coast Asset Management
Massachusetts
$13.9M -$220K -962 -2%
CFSG
1903
Community Financial Services Group
Vermont
$13.9M -$249K -1,087 -2%
SSI
1904
Scott & Selber Inc
Texas
$13.9M -$467K -2,040 -3%
RCA
1905
Resonant Capital Advisors
Wisconsin
$13.9M +$1.23M +5,378 +10%
SMTF
1906
Sphera Management Technology Funds
Israel
$13.8M -$1.94M -8,470 -12%
CCM
1907
Consolidated Capital Management
California
$13.8M -$725K -3,168 -5%
CGIM
1908
Capital Group Investment Management
Singapore
$13.8M +$3.87M +16,935 +39%
NCM
1909
Nelson Capital Management
California
$13.8M -$364K -1,589 -3%
SA
1910
Sovran Advisors
California
$13.7M +$1.16M +5,067 +10%
IAM
1911
Infusive Asset Management
New York
$13.7M -$7.19M -31,431 -35%
WETS
1912
Wealth Enhancement Trust Services
South Dakota
$13.7M +$13.6M +59,477 New
CWM
1913
Chemistry Wealth Management
New York
$13.7M +$19.7K +86 +0.1%
WC
1914
Waterloo Capital
Texas
$13.7M +$115K +503 +0.9%
CCIA
1915
Cherry Creek Investment Advisors
Colorado
$13.7M -$78K -341 -0.6%
GEA
1916
Glen Eagle Advisors
New Jersey
$13.7M +$35.5K +155 +0.3%
STS
1917
SG Trading Solutions
Utah
$13.7M +$13.6M +59,226 New
AF
1918
Advisornet Financial
Minnesota
$13.7M +$327K +1,430 +2%
PWS
1919
Peterson Wealth Services
Utah
$13.7M +$13.2M +57,544 +3,559%
FCM
1920
Fremen Capital Management
Connecticut
$13.6M +$13.5M +58,888 New
CFP
1921
Catalyst Financial Partners
Massachusetts
$13.5M +$836K +3,655 +7%
FFBTD
1922
First Financial Bank - Trust Division
Ohio
$13.5M -$80.5K -352 -0.6%
MS
1923
Madden Securities
Texas
$13.5M -$66.3K -290 -0.5%
WAS
1924
Wealth Advisory Solutions
Indiana
$13.5M -$67.5K -295 -0.5%
WP
1925
Wedgewood Partners
Missouri
$13.4M +$13.3M +58,266 New