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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
2101
Allen Capital Group
Nebraska
$11.1M +$910K +3,977 +9%
DKCM
2102
Davidson Kahn Capital Management
California
$11.1M +$342K +1,493 +3%
SSWM
2103
Strait & Sound Wealth Management
California
$11.1M +$81K +354 +0.7%
LC
2104
Legacy CG
Texas
$11.1M -$497K -2,172 -4%
WP
2105
WealthShield Partners
North Carolina
$11.1M +$489K +2,137 +5%
VIG
2106
Vienna Insurance Group
Poland
$11.1M +$3.43M +15,000 +45%
PCTC
2107
Perkins Coie Trust Company
Washington
$11.1M +$456K +1,991 +4%
PIN
2108
Prudent Investors Network
California
$11M -$20.1K -88 -0.2%
MIM
2109
Moseley Investment Management
Florida
$11M -$119K -518 -1%
BFS
2110
Burr Financial Services
California
$11M -$455K -1,989 -4%
AC
2111
Arjuna Capital
North Carolina
$11M +$722K +3,154 +7%
CFM
2112
Capricorn Fund Managers
United Kingdom
$11M +$739K +3,231 +7%
RPWA
2113
Regent Peak Wealth Advisors
Georgia
$11M +$145K +635 +1%
MA
2114
MONECO Advisors
Connecticut
$11M +$639K +2,795 +6%
WAG
2115
Winthrop Advisory Group
Massachusetts
$11M -$82.8K -362 -0.8%
BL
2116
BFSG LLC
California
$11M -$54K -236 -0.5%
KCP
2117
Kera Capital Partners
California
$11M +$738K +3,225 +8%
LPU
2118
Lansdowne Partners (UK)
United Kingdom
$11M -$27.4M -119,557 -72%
BCM
2119
Berbice Capital Management
New York
$11M +$469K +2,050 +5%
JSAM
2120
J. Safra Asset Management
New York
$10.9M +$10.8M +47,354 New
TC
2121
Tsai Capital
New York
$10.9M +$2.38M +10,391 +28%
LFA
2122
Legacy Financial Advisors
Kentucky
$10.9M +$599K +2,618 +6%
FI
2123
Firetrail Investments
Australia
$10.9M +$10.7M +46,954 New
BW
2124
BIP Wealth
Georgia
$10.9M +$4.53M +19,803 +72%
SFG
2125
Seamount Financial Group
Colorado
$10.9M -$326K -1,425 -3%