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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1951
Lenox Wealth Advisors
New York
$4.98M -$341K -2,140 -7%
IF
1952
Intrua Financial
Texas
$4.97M +$303K +1,900 +7%
GCM
1953
Glaxis Capital Management
Florida
$4.97M +$4.87M +30,500 New
CWAG
1954
Compton Wealth Advisory Group
Virginia
$4.94M -$207K -1,300 -4%
SSWG
1955
Seven Springs Wealth Group
Tennessee
$4.94M +$2.67M +16,740 +123%
IA
1956
IFG Advisory
Georgia
$4.94M +$546K +3,420 +13%
GCM
1957
Gladius Capital Management
Illinois
$4.93M +$4M +25,060 +480%
MA
1958
Mezzasalma Advisors
New Jersey
$4.92M +$4.82M +30,200 New
LC
1959
Lindbrook Capital
California
$4.92M +$112K +700 +2%
BSG
1960
Black Swift Group
Colorado
$4.89M +$4.79M +30,020 New
NME
1961
Notis-McConarty Edward
$4.88M -$25.5K -160 -0.5%
IBOK
1962
Independence Bank of Kentucky
Kentucky
$4.88M -$22.3K -140 -0.5%
BP
1963
Bandera Partners
New York
$4.88M
CVSC
1964
C.V. Starr & Co
New York
$4.88M
HHMI
1965
Howard Hughes Medical Institute
Maryland
$4.88M
SIG
1966
Sargent Investment Group
Maryland
$4.88M +$169K +1,060 +4%
WR
1967
WD Rutherford
Oregon
$4.88M +$4.78M +29,960 New
HCM
1968
HGI Capital Management
New York
$4.88M +$83K +520 +2%
TC
1969
Trust Company
Kansas
$4.86M -$83K -520 -2%
CRWM
1970
Castle Rock Wealth Management
California
$4.85M -$12.8K -80 -0.3%
AT
1971
Arden Trust
Delaware
$4.85M +$16K +100 +0.3%
IWS
1972
Insight Wealth Strategies
California
$4.83M +$25.5K +160 +0.5%
OCM
1973
Orser Capital Management
Texas
$4.83M +$357K +2,240 +8%
9WM
1974
9258 Wealth Management
Ohio
$4.8M +$169K +1,060 +4%
RG
1975
Retirement Group
California
$4.8M -$51.1K -320 -1%