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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1901
Peterson Wealth Services
Utah
$12.5M +$198K +898 +2%
WC
1902
Waterloo Capital
Texas
$12.5M +$151K +685 +1%
KAM
1903
Kazazian Asset Management
Florida
$12.5M +$1.42M +6,455 +12%
B
1904
Bellecapital
Switzerland
$12.5M -$395K -1,793 -3%
STAS
1905
Strong Tower Advisory Services
Minnesota
$12.5M +$492K +2,235 +4%
WIM
1906
Westside Investment Management
California
$12.4M +$680K +3,090 +5%
CCIA
1907
Cherry Creek Investment Advisors
Colorado
$12.4M +$58.3K +265 +0.4%
PP
1908
Patten & Patten
Tennessee
$12.4M +$2.84M +12,886 +28%
MJP
1909
Michael J. Puzo
$12.4M +$474K +2,153 +4%
MC
1910
Mirabaud & Cie
Switzerland
$12.4M -$2.18M -9,891 -14%
ECAM
1911
East Coast Asset Management
Massachusetts
$12.4M -$206K -936 -2%
JFGIW
1912
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M -$543K -2,465 -4%
WA
1913
Wealth Alliance
New York
$12.3M -$361K -1,638 -3%
MS
1914
Madden Securities
Texas
$12.3M +$108K +492 +0.8%
CCS
1915
Concentric Capital Strategies
Connecticut
$12.3M -$17.2M -78,137 -57%
CL
1916
CVFG LLC
Indiana
$12.3M +$10.8M +48,833 +480%
I
1917
InterCapital
Texas
$12.3M -$1.77M -8,058 -12%
CG
1918
CFO4Life Group
Texas
$12.3M -$494K -2,244 -4%
PCS
1919
Personal CFO Solutions
New Jersey
$12.2M -$1.34M -6,067 -9%
KA
1920
Kerrisdale Advisers
Florida
$12.2M +$3.83M +17,375 +42%
NCM
1921
Nelson Capital Management
California
$12.2M -$234K -1,062 -2%
SCP
1922
Sivia Capital Partners
California
$12.2M +$2.23M +10,131 +21%
DLCIG
1923
D.L. Carlson Investment Group
New Hampshire
$12.2M -$2.18M -9,906 -14%
KRS
1924
Kentucky Retirement Systems
Kentucky
$12.2M -$126M -571,511 -95%
TWP
1925
Tyche Wealth Partners
Texas
$12.2M +$96.9K +440 +0.8%