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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2101
Bison Wealth
Georgia
$5.06M -$681K -3,980 -12%
CCM
2102
Canal Capital Management
Virginia
$5.06M +$188K +1,100 +4%
CGA
2103
Channing Global Advisors
Florida
$5.05M +$5.18M +30,280 New
FDS
2104
Freedom Day Solutions
Texas
$5.04M -$301K -1,760 -5%
IA
2105
Icon Advisers
Colorado
$5.04M
TF
2106
TRH Financial
Iowa
$5.04M +$787K +4,600 +18%
LWA
2107
Lenox Wealth Advisors
New York
$5.03M +$394K +2,300 +8%
MSS
2108
Mitchell Sinkler & Starr
Pennsylvania
$5.03M +$3.16M +18,480 +158%
EPC
2109
Emerson Point Capital
New York
$5.02M -$13.7M -80,340 -73%
RIM
2110
Redwood Investment Management
Arizona
$5.01M +$2.88M +16,840 +127%
FFA
2111
Founders Financial Alliance
North Carolina
$5.01M +$342K +2,000 +7%
BP
2112
Bandera Partners
New York
$5M
CVSC
2113
C.V. Starr & Co
New York
$5M
HHMI
2114
Howard Hughes Medical Institute
Maryland
$5M
MS
2115
Marshall & Sullivan
Washington
$5M +$6.85K +40 +0.1%
WCM
2116
Wunderlich Capital Managemnt
Tennessee
$5M +$106K +620 +2%
BBWA
2117
Bell & Brown Wealth Advisors
California
$4.99M +$421K +2,460 +9%
SEC
2118
Seven Eight Capital
New York
$4.98M +$5.11M +29,880 New
WR
2119
WD Rutherford
Oregon
$4.96M -$78.7K -460 -2%
FWI
2120
Facet Wealth Inc
Maryland
$4.96M +$240K +1,400 +5%
BLC
2121
Brown, Lisle/Cummings
Rhode Island
$4.96M +$5.09M +29,760 New
RBFC
2122
Roman Butler Fullerton & Co
Missouri
$4.95M +$24K +140 +0.5%
I
2123
INVST
Indiana
$4.94M +$380K +2,220 +7%
CMANY
2124
Capital Management Associates (New York)
New York
$4.93M -$729K -4,260 -13%
LA
2125
Latitude Advisors
Florida
$4.93M +$5.06M +29,580 New