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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1001
CreativeOne Wealth
Kansas
$5.38M -$158K -1,369 -3%
SAIG
1002
Semper Augustus Investments Group
Colorado
$5.37M +$21.9K +190 +0.4%
1WA
1003
180 Wealth Advisors
Washington
$5.36M -$18.2K -158 -0.4%
ST
1004
Spinnaker Trust
Maine
$5.36M -$33.7K -292 -0.7%
WCM
1005
Whitener Capital Management
North Carolina
$5.34M -$19.9K -172 -0.4%
MPIM
1006
McGinn Penninger Investment Management
Virginia
$5.33M -$337K -2,919 -6%
SW
1007
Simplicity Wealth
New Jersey
$5.32M +$292K +2,528 +6%
MK
1008
MASTERINVEST Kapitalanlage
$5.32M -$603K -5,225 -11%
CWS
1009
Confluence Wealth Services
Pennsylvania
$5.32M +$116K +1,009 +2%
EFS
1010
Essex Financial Services
Connecticut
$5.31M +$53.8K +466 +1%
CHAM
1011
Clear Harbor Asset Management
Connecticut
$5.31M +$223K +1,935 +5%
WMA
1012
West Michigan Advisors
Michigan
$5.3M +$4.02M +34,861 +390%
SCP
1013
Sandhill Capital Partners
New York
$5.3M -$436K -3,773 -8%
SSWM
1014
Smith Salley Wealth Management
North Carolina
$5.28M +$631K +5,469 +14%
MIM
1015
Montgomery Investment Management
Maryland
$5.27M
CT
1016
Chicago Trust
Illinois
$5.27M -$724K -6,268 -13%
CAC
1017
Core Alternative Capital
Georgia
$5.27M -$227K -1,963 -4%
M
1018
Mirova
France
$5.26M +$5.04M +43,698 New
CIP
1019
Castlefield Investment Partners
$5.26M +$183K +1,588 +4%
RWM
1020
Rench Wealth Management
Texas
$5.25M -$160K -1,382 -3%
MDCM
1021
Morgan Dempsey Capital Management
Wisconsin
$5.25M -$161K -1,394 -3%
JIC
1022
Joel Isaacson & Co
New York
$5.23M +$428K +3,711 +9%
BBWA
1023
Bell & Brown Wealth Advisors
California
$5.23M +$1.27K +11 +0%
FPF
1024
First Pacific Financial
Washington
$5.22M -$336K -2,913 -6%
RBC
1025
Romano Brothers & Co
Illinois
$5.22M -$4.96K -43 -0.1%