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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1926
Canandaigua National Bank & Trust
New York
$11.5M -$1M -5,061 -9%
TF
1927
Trek Financial
Arizona
$11.5M +$842K +4,253 +9%
IPGDR
1928
Investidor Profissional Gestao de Recursos
Brazil
$11.5M +$3.63M +18,346 +54%
MM
1929
Morangie Management
Florida
$11.5M +$514K +2,596 +5%
WCM
1930
Westend Capital Management
California
$11.5M +$286K +1,443 +3%
WCM
1931
WealthBridge Capital Management
Ohio
$11.5M +$300K +1,515 +3%
HWA
1932
HCR Wealth Advisors
California
$11.5M +$198K +1,001 +2%
QFA
1933
Quattro Financial Advisors
Texas
$11.5M -$858K -4,334 -8%
GWANC
1934
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4M +$1.16M +5,886 +13%
BFS
1935
Bard Financial Services
Connecticut
$11.4M -$64.3K -325 -0.6%
MMG
1936
Monetary Management Group
Missouri
$11.4M
LTI
1937
Laffer Tengler Investments
Tennessee
$11.4M +$1.47M +7,425 +17%
ST
1938
Smithfield Trust
Pennsylvania
$11.4M -$109K -551 -1%
HT
1939
Heritage Trust
Oklahoma
$11.4M +$112K +565 +1%
PI
1940
Point72 Italy
Italy
$11.3M +$10.2M +51,600 New
MFS
1941
Monetta Financial Services
Illinois
$11.3M
RFN
1942
RDA Financial Network
Iowa
$11.3M +$194K +981 +2%
GSIAS
1943
Garden State Investment Advisory Services
New Jersey
$11.3M -$374K -1,890 -4%
AA
1944
Advisory Alpha
Michigan
$11.3M +$1.36M +6,881 +15%
PM
1945
Penbrook Management
New York
$11.3M -$175K -885 -2%
PWW
1946
Pettyjohn Wood & White
Virginia
$11.2M +$281K +1,420 +3%
WFG
1947
Wormser Freres Gestion
France
$11.2M -$155K -782 -2%
FHC
1948
First Heartland Consultants
Missouri
$11.2M -$329K -1,661 -3%
KA
1949
Klingman & Associates
New York
$11.2M +$1.11M +5,610 +12%
PHM
1950
Prospect Hill Management
New Jersey
$11.2M -$98.9K -500 -1%