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Name Holding Trade Value Shares
Change
Change in
Stake
MPIM
1026
McGinn Penninger Investment Management
Virginia
$3.62M +$3.55M +46,372 New
ANTB
1027
AMG National Trust Bank
Colorado
$3.61M -$89K -1,164 -2%
PCS
1028
Personal CFO Solutions
New Jersey
$3.6M -$151K -1,969 -4%
SAIG
1029
Semper Augustus Investments Group
Colorado
$3.6M
CT
1030
Caldwell Trust
Florida
$3.57M -$22.9K -299 -0.6%
CCC
1031
Crescent Capital Consulting
Louisiana
$3.54M +$3.47M +45,340 New
EI
1032
Ethic Inc
New York
$3.53M +$998K +13,043 +40%
CPA
1033
Court Place Advisors
Maryland
$3.52M -$42.8K -559 -1%
MWM
1034
Minot Wealth Management
Massachusetts
$3.52M +$279K +3,644 +9%
CCM
1035
Cox Capital Management
Massachusetts
$3.51M +$67.8K +887 +2%
HCM
1036
Harvey Capital Management
Florida
$3.5M +$8.03K +105 +0.2%
AOWM
1037
Alpha Omega Wealth Management
Virginia
$3.5M -$88.8K -1,161 -3%
FBC
1038
Fairfield, Bush & Co
Connecticut
$3.49M +$16.7K +218 +0.5%
AF
1039
Advisornet Financial
Minnesota
$3.48M -$178K -2,323 -5%
BCMO
1040
Buckingham Capital Management (Ohio)
Ohio
$3.47M -$536K -7,008 -14%
CCG
1041
Chatham Capital Group
Georgia
$3.46M -$106K -1,384 -3%
BO
1042
BRR OpCo
Ohio
$3.46M -$9.87K -129 -0.3%
IPW
1043
Inlet Private Wealth
Florida
$3.45M +$1.37M +17,956 +69%
WAS
1044
Wesleyan Assurance Society
United Kingdom
$3.43M
KTM
1045
Keeler Thomas Management
Utah
$3.43M +$237K +3,098 +8%
HAS
1046
HBW Advisory Services
California
$3.43M +$292K +3,823 +10%
HFM
1047
Hartford Financial Management
Connecticut
$3.43M +$13.1K +171 +0.4%
SIP
1048
Stoneridge Investment Partners
Pennsylvania
$3.42M +$2.97M +38,897 +796%
MME
1049
Meag Munich Ergo
Germany
$3.4M +$869K +11,361 +35%
WIC
1050
Whitegate Investment Counselors
New Hampshire
$3.4M +$1.15K +15 +0%