Name Holding Trade Value Shares
Change
Change in
Stake
WBCM
1901
Wilson & Boucher Capital Management
California
$1.04M -$20.4K -300 -2%
NI
1902
Natural Investments
California
$1.04M +$2.45K +36 +0.2%
TCBWMS
1903
Texas Capital Bank Wealth Management Services
Texas
$1.04M +$241K +3,529 +30%
MIH
1904
Meitav Investment House
Israel
$1.04M +$1.03M +15,130 New
CIM
1905
CIM Investment Management
Pennsylvania
$1.03M -$1.06M -15,520 -51%
AF
1906
Apexium Financial
Texas
$1.03M -$27.7K -407 -3%
UAG
1907
United Advisor Group
Ohio
$1.03M +$624K +9,147 +154%
CWA
1908
Clarity Wealth Advisors
California
$1.03M – – –
WF
1909
WoodTrust Financial
Wisconsin
$1.03M +$53K +777 +5%
KFA
1910
Kelleher Financial Advisors
New York
$1.03M -$156K -2,292 -13%
JFA
1911
JNBA Financial Advisors
Minnesota
$1.03M -$16.4K -240 -2%
RC
1912
RBF Capital
California
$1.03M – – –
VFM
1913
Viking Fund Management
North Dakota
$1.03M – – –
OMC
1914
Oasis Management Company
Cayman Islands
$1.03M +$1.02M +15,000 New
SB
1915
SIG Brokerage
New York
$1.03M +$221K +3,248 +28%
TCWA
1916
Turtle Creek Wealth Advisors
Texas
$1.03M +$373K +5,473 +58%
JSAM
1917
J. Safra Asset Management
New York
$1.02M +$201K +2,947 +25%
PCM
1918
Princeton Capital Management
New Jersey
$1.02M -$104K -1,528 -9%
JWS
1919
Juncture Wealth Strategies
Arizona
$1.02M +$9.68K +142 +1%
BW
1920
BXM Wealth
Colorado
$1.02M +$350K +5,141 +53%
CA
1921
Continuum Advisory
Idaho
$1.02M +$334K +4,903 +49%
FCB
1922
First County Bank
Connecticut
$1.02M -$16.2K -237 -2%
CF
1923
Cyr Financial
Illinois
$1.01M +$19.6K +288 +2%
BPWM
1924
BCS Private Wealth Management
New Jersey
$1.01M – – –
SIA
1925
Soltis Investment Advisors
Utah
$1.01M +$85.3K +1,251 +9%