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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1751
Capital Planning Advisors
California
$13M -$222K -875 -2%
WPP
1752
Whalerock Point Partners
Rhode Island
$13M +$292K +1,147 +2%
HWA
1753
HCR Wealth Advisors
California
$12.9M +$18.8K +74 +0.2%
PP
1754
Professional Planning
California
$12.9M -$37.1K -146 -0.3%
IPAM
1755
ICICI Prudential Asset Management
India
$12.9M +$5.91M +23,249 +96%
HCM
1756
Hall Capital Management
Rhode Island
$12.9M +$12.1M +47,621 New
VHAM
1757
Van Hulzen Asset Management
California
$12.9M +$89.5K +352 +0.7%
MI
1758
Markston International
New York
$12.9M -$60.8M -239,258 -83%
KWM
1759
Keebeck Wealth Management
Illinois
$12.8M +$682K +2,685 +6%
ISB
1760
Iowa State Bank
Iowa
$12.8M +$68.9K +271 +0.6%
VA
1761
Valmark Advisers
Ohio
$12.8M +$108K +424 +0.9%
CWP
1762
CFM Wealth Partners
Texas
$12.8M +$159K +626 +1%
HWAM
1763
Hennion & Walsh Asset Management
New Jersey
$12.8M +$860K +3,384 +8%
9WM
1764
9258 Wealth Management
Ohio
$12.8M +$690K +2,716 +6%
FSCM
1765
First Sabrepoint Capital Management
Texas
$12.7M – – –
RCP
1766
Rothschild Capital Partners
New York
$12.7M -$352K -1,385 -3%
WP
1767
WealthSource Partners
California
$12.7M +$471K +1,852 +4%
PI
1768
Pennant Investors
New Jersey
$12.7M +$1.73M +6,787 +17%
PG
1769
Patten Group
Tennessee
$12.7M +$45.8K +180 +0.4%
PWM
1770
PRW Wealth Management
Massachusetts
$12.7M +$10.6M +41,747 +830%
AIIMS
1771
Analyst IMS Investment Management Services
Israel
$12.6M +$401K +1,576 +3%
GGI
1772
GPM Growth Investors
Michigan
$12.6M +$116K +455 +1%
SWK
1773
Stephen W. Kidder
$12.6M -$173K -679 -1%
PCA
1774
Providence Capital Advisors
North Carolina
$12.6M +$4.28M +16,831 +57%
BE
1775
Bonness Enterprises
District of Columbia
$12.6M – – –
69 70
71
72 73