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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1726
Greenwich Wealth Management
Connecticut
$11.6M +$12.3K +53 +0.1%
CWM
1727
Circle Wealth Management
New Jersey
$11.6M -$187K -807 -2%
CWM
1728
Cornerstone Wealth Management
Missouri
$11.6M +$229K +987 +2%
WIA
1729
Westbourne Investment Advisors
Maryland
$11.6M +$166K +717 +1%
SCM
1730
Salem Capital Management
Massachusetts
$11.6M -$495K -2,135 -4%
LOAMS
1731
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.6M +$245K +1,057 +2%
FAM
1732
Formidable Asset Management
Ohio
$11.6M -$394K -1,696 -3%
BWAM
1733
Boyd Watterson Asset Management
Ohio
$11.6M -$303K -1,306 -3%
SIP
1734
Stoneridge Investment Partners
Pennsylvania
$11.6M +$418K +1,800 +4%
CPA
1735
Capital Planning Advisors
California
$11.5M -$1.35M -5,826 -11%
ERWM
1736
Elk River Wealth Management
Colorado
$11.5M +$751K +3,237 +7%
OC
1737
Oakworth Capital
Alabama
$11.5M +$27.6K +119 +0.2%
HCM
1738
Hodges Capital Management
Texas
$11.5M -$181K -781 -2%
MBT
1739
Montecito Bank & Trust
California
$11.4M +$155K +666 +1%
TCM
1740
Trybe Capital Management
Connecticut
$11.4M +$3.44M +14,824 +44%
AMM
1741
American Money Management
California
$11.4M +$73.3K +316 +0.7%
SEIA
1742
Signature Estate & Investment Advisors
California
$11.4M +$832K +3,586 +8%
RCP
1743
Rothschild Capital Partners
New York
$11.4M -$6.03K -26 -0.1%
SAM
1744
Shikiar Asset Management
New York
$11.4M +$179K +773 +2%
TWM
1745
TLW Wealth Management
Florida
$11.3M +$58.7K +253 +0.5%
ASA
1746
Armstrong Shaw Associates
Connecticut
$11.3M -$256K -1,105 -2%
TWMP
1747
Taylor Wealth Management Partners
Massachusetts
$11.3M -$3.92M -16,915 -26%
PP
1748
Professional Planning
California
$11.3M -$1.81M -7,813 -14%
BRWM
1749
B. Riley Wealth Management
Tennessee
$11.3M +$81.2K +350 +0.7%
FI
1750
Fosun International
China
$11.3M -$497K -2,142 -4%
68 69
70
71 72