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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2051
MONECO Advisors
Connecticut
$10.5M +$642K +2,916 +6%
CBB
2052
Citizens Business Bank
California
$10.5M -$217K -986 -2%
WP
2053
WealthShield Partners
North Carolina
$10.5M +$527K +2,395 +5%
MAWA
2054
Moss Adams Wealth Advisors
Washington
$10.5M +$338K +1,534 +3%
AWM
2055
Affinity Wealth Management
Delaware
$10.5M +$30.4K +138 +0.3%
FAM
2056
Fairtree Asset Management
South Africa
$10.5M +$1.03M +4,691 +10%
LT
2057
Legacy Trust
Michigan
$10.4M +$264K +1,198 +2%
SH
2058
SeaTown Holdings
Singapore
$10.4M -$1.39M -6,300 -11%
KF
2059
Ketron Financial
California
$10.4M -$106K -483 -1%
GBWM
2060
Granite Bay Wealth Management
New Hampshire
$10.4M +$1.07M +4,848 +11%
PWM
2061
Purus Wealth Management
California
$10.4M +$148K +672 +1%
WCM
2062
WealthBridge Capital Management
Ohio
$10.4M -$91.2K -414 -0.8%
CBTWT
2063
Community Bank & Trust (Waco, Texas)
Texas
$10.4M -$11.2K -51 -0.1%
OAM
2064
Occidental Asset Management
California
$10.4M +$3.37M +15,318 +45%
BCPWM
2065
Bradley & Co Private Wealth Management
Florida
$10.4M +$724K +3,288 +7%
CAS
2066
Coppell Advisory Solutions
Texas
$10.3M +$90.5K +411 +0.8%
TAM
2067
Tabor Asset Management
New York
$10.3M +$3.93M +17,869 +56%
FFA
2068
Founders Financial Alliance
North Carolina
$10.3M -$120K -543 -1%
TC
2069
Tsai Capital
New York
$10.3M +$456K +2,071 +4%
HIM
2070
Herald Investment Management
United Kingdom
$10.3M
PL
2071
Plancorp LLC
Missouri
$10.3M +$411K +1,866 +5%
RP
2072
RIHO Partners
Arizona
$10.3M +$583K +2,650 +6%
AC
2073
Arjuna Capital
North Carolina
$10.3M +$353K +1,602 +3%
ATS
2074
Ashton Thomas Securities
New York
$10.3M +$2.4M +10,900 +28%
ECM
2075
EagleClaw Capital Management
Massachusetts
$10.2M -$110K -500 -1%