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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Angeles Wealth Management
California
$3.48M +$252K +2,047 +8%
PFA
1402
Pure Financial Advisors
California
$3.48M +$56.6K +459 +2%
TCWA
1403
Turtle Creek Wealth Advisors
Texas
$3.48M +$580K +4,708 +22%
LJHT
1404
Laurie J. Hall Trustee
$3.48M -$326K -2,641 -9%
LPT
1405
Legacy Private Trust
Wisconsin
$3.47M -$189K -1,535 -6%
MCM
1406
MV Capital Management
Maryland
$3.47M +$2.12M +17,210 +189%
RTC
1407
Riverview Trust Company
Washington
$3.47M -$17.3K -140 -0.5%
RCM
1408
RNC Capital Management
California
$3.47M +$586K +4,753 +22%
RWB
1409
RMR Wealth Builders
New Jersey
$3.46M +$586K +4,754 +22%
WSC
1410
Wellington Shields & Co
New York
$3.45M
KFI
1411
Key Financial Inc
Pennsylvania
$3.45M +$34K +276 +1%
MPAM
1412
Murphy Pohlad Asset Management
Minnesota
$3.45M -$10.5K -85 -0.3%
ESB
1413
Essex Savings Bank
Connecticut
$3.45M
FTWA
1414
Fifth Third Wealth Advisors
Ohio
$3.45M +$310K +2,513 +11%
AC
1415
AlphaCore Capital
California
$3.44M +$19.4K +157 +0.6%
JIP
1416
Jaffetilchin Investment Partners
Florida
$3.43M +$70.9K +575 +2%
MSFS
1417
Main Street Financial Solutions
Pennsylvania
$3.43M -$686K -5,564 -18%
CCWA
1418
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.43M -$54.6K -443 -2%
RMC
1419
Resources Management Corp
Connecticut
$3.43M +$221K +1,792 +7%
HKAM
1420
Horizon Kinetics Asset Management
New York
$3.43M -$71.5K -580 -2%
AIM
1421
Avity Investment Management
Connecticut
$3.42M +$623K +5,054 +24%
KA
1422
Kovack Advisors
Florida
$3.42M +$254K +2,063 +9%
BTWM
1423
Baker Tilly Wealth Management
Wisconsin
$3.41M -$246K -1,999 -7%
CGL
1424
Clarius Group LLC
Washington
$3.4M -$430K -3,489 -12%
CAAS
1425
Capital Asset Advisory Services
Michigan
$3.4M +$211K +1,712 +7%