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Monster Beverage

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
526
Principal Street Partners
Tennessee
$582K -$42.5K -1,496 -6%
JF
527
JSF Financial
California
$575K -$4.38K -154 -0.7%
LFA
528
Legacy Financial Advisors
Kentucky
$574K +$150K +5,274 +32%
LSAG
529
Lake Street Advisors Group
New Hampshire
$573K +$17.4K +612 +3%
RWM
530
Ritholtz Wealth Management
New York
$571K -$6.65K -234 -1%
MA
531
Modus Advisors
Minnesota
$569K
CCM
532
Coldstream Capital Management
Washington
$565K -$11.4K -400 -2%
FMAEN1
533
Fund Management at Engine No 1
California
$563K +$39K +1,372 +7%
HSA
534
HBK Sorce Advisory
Pennsylvania
$553K -$12.8K -452 -2%
PFWA
535
Paces Ferry Wealth Advisors
Georgia
$550K -$9.32K -328 -2%
RFP
536
Root Financial Partners
California
$546K -$227 -8 -0%
OCBCO
537
Oversea-Chinese Banking Corp (OCBC)
Singapore
$545K +$585K +20,570 New
AS
538
Altshuler Shaham
Israel
$541K -$65K -2,288 -10%
HWM
539
HB Wealth Management
Georgia
$537K +$172K +6,040 +42%
KJHP
540
K.J. Harrison & Partners
Ontario, Canada
$530K +$568K +20,000 New
VFA
541
Valeo Financial Advisors
Indiana
$525K +$189K +6,656 +51%
SAM
542
Strategy Asset Managers
California
$521K +$560K +19,696 New
HBT
543
Heartland Bank & Trust
Illinois
$517K +$8.47K +298 +2%
KWA
544
Kingswood Wealth Advisors
California
$513K +$550K +19,360 New
PWG
545
Portside Wealth Group
Utah
$512K +$99.3K +3,496 +22%
William Blair & Company
546
William Blair & Company
Illinois
$512K +$115K +4,034 +26%
I
547
InceptionR
California
$511K -$189K -6,668 -26%
Capstone Investment Advisors
548
Capstone Investment Advisors
New York
$509K +$547K +19,242 New
GCP
549
GSA Capital Partners
United Kingdom
$501K -$1.81M -63,794 -77%
FFS
550
Founders Financial Securities
Maryland
$500K -$62.6K -2,204 -10%