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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1951
Balboa Wealth Partners
Arizona
$12.9M -$470K -2,056 -4%
LJAC
1952
L.J. Altfest & Co
New York
$12.9M +$30.4K +133 +0.2%
WPI
1953
Walter Public Investments
Canada
$12.9M -$3.31M -14,456 -21%
SFS
1954
Searcy Financial Services
Kansas
$12.8M -$231K -1,010 -2%
AC
1955
Axon Capital
New York
$12.8M +$12.7M +55,600 New
EPAM
1956
Evelyn Partners Asset Management
$12.8M -$2.48M -10,835 -16%
GGI
1957
GPM Growth Investors
Michigan
$12.8M +$119K +521 +1%
MFS
1958
Mattson Financial Services
Michigan
$12.8M +$170K +743 +1%
AWM
1959
Aprio Wealth Management
Georgia
$12.7M +$6.49M +28,378 +106%
HAM
1960
Harmony Asset Management
Arizona
$12.7M +$272K +1,188 +2%
RFN
1961
RDA Financial Network
Iowa
$12.7M +$296K +1,293 +2%
TWM
1962
TLW Wealth Management
Florida
$12.7M -$253K -1,104 -2%
MIG
1963
McGuire Investment Group
Rhode Island
$12.7M +$138K +602 +1%
WCM
1964
Westend Capital Management
California
$12.7M +$637K +2,786 +5%
GLAM
1965
Gardner Lewis Asset Management
Pennsylvania
$12.7M -$172K -752 -1%
PWPS
1966
Pinnacle Wealth Planning Services
Ohio
$12.7M -$276K -1,208 -2%
DCA
1967
DSG Capital Advisors
Minnesota
$12.7M +$436K +1,906 +4%
CIG
1968
Consolidated Investment Group
Colorado
$12.6M
LFP
1969
Leeward Financial Partners
Washington
$12.6M +$177K +773 +1%
PWW
1970
Pettyjohn Wood & White
Virginia
$12.6M +$587K +2,565 +5%
FFS
1971
Founders Financial Securities
Maryland
$12.6M +$1.13M +4,919 +10%
XF
1972
XML Financial
Maryland
$12.6M -$329K -1,436 -3%
CWM
1973
Chronos Wealth Management
Florida
$12.6M +$60.2K +263 +0.5%
ACM
1974
Accent Capital Management
Ohio
$12.6M -$42.3K -185 -0.3%
AWM
1975
Accurate Wealth Management
Florida
$12.6M +$621K +2,714 +6%