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Name Holding Trade Value Shares
Change
Change in
Stake
PHM
2051
Prospect Hill Management
New Jersey
$12.6M +$12.6K +50 +0.1%
Annandale Capital
2052
Annandale Capital
Texas
$12.6M +$11.3K +45 +0.1%
Kelly Lawrence W & Associates
2053
Kelly Lawrence W & Associates
California
$12.6M +$50.2K +200 +0.4%
Morangie Management
2054
Morangie Management
Florida
$12.6M -$90.4K -360 -0.7%
Avantax Planning Partners
2055
Avantax Planning Partners
Iowa
$12.6M -$148K -588 -1%
Balboa Wealth Partners
2056
Balboa Wealth Partners
Arizona
$12.6M -$790K -3,146 -6%
Pinnacle Wealth Planning Services
2057
Pinnacle Wealth Planning Services
Ohio
$12.5M -$428K -1,704 -3%
L.J. Altfest & Co
2058
L.J. Altfest & Co
New York
$12.5M +$1.16M +4,625 +10%
XML Financial
2059
XML Financial
Maryland
$12.5M -$289K -1,152 -2%
Little House Capital
2060
Little House Capital
Massachusetts
$12.5M -$63.3K -252 -0.5%
Wright Investors Service
2061
Wright Investors Service
Connecticut
$12.5M -$107K -426 -0.8%
Meeder Asset Management
2062
Meeder Asset Management
Ohio
$12.5M +$3.51M +13,970 +36%
Keebeck Wealth Management
2063
Keebeck Wealth Management
Illinois
$12.5M +$1.51M +5,996 +13%
SP
2064
Saranac Partners
$12.5M +$964K +3,842 +8%
HBW Advisory Services
2065
HBW Advisory Services
California
$12.4M +$295K +1,176 +2%
AlpenGlobal Capital
2066
AlpenGlobal Capital
California
$12.4M -$205K -815 -2%
Activest Wealth Management
2067
Activest Wealth Management
Florida
$12.4M -$7.08M -28,212 -35%
QGA
2068
Q Global Advisors
Texas
$12.4M +$9.19M +36,616 +238%
Iconiq Capital
2069
Iconiq Capital
California
$12.4M -$50M -199,144 -79%
MCG
2070
McCollum Christoferson Group
New York
$12.3M -$414K -1,650 -1%
Penbrook Management
2071
Penbrook Management
New York
$12.3M – – –
Cane Capital Partners
2072
Cane Capital Partners
Louisiana
$12.3M -$3.7M -14,749 -22%
Lorne Steinberg Wealth Management
2073
Lorne Steinberg Wealth Management
Canada
$12.3M +$1.25M +4,979 +11%
Capital Advisors Wealth Management
2074
Capital Advisors Wealth Management
Washington
$12.3M +$158K +631 +1%
Affinity Wealth Management
2075
Affinity Wealth Management
Delaware
$12.3M +$321K +1,278 +3%