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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Rockline Wealth Management
New York
$20M +$538K +1,328 +3%
FAM
1802
Formidable Asset Management
Ohio
$19.9M +$5.8M +14,325 +43%
RWB
1803
RMR Wealth Builders
New Jersey
$19.9M +$888K +2,193 +5%
KFGK
1804
Keystone Financial Group (Kentucky)
Kentucky
$19.9M +$1.51M +3,735 +9%
MWAM
1805
Manhattan West Asset Management
California
$19.9M +$2.19M +5,416 +13%
OC
1806
Oakworth Capital
Alabama
$19.9M +$527K +1,301 +3%
TPI
1807
Trust Point Inc
Wisconsin
$19.9M +$1.62M +3,991 +9%
BIA
1808
Biondo Investment Advisors
Pennsylvania
$19.9M +$712K +1,759 +4%
MW
1809
Marcum Wealth
Ohio
$19.9M +$1.67M +4,115 +10%
PFA
1810
Pure Financial Advisors
California
$19.8M +$2.89M +7,134 +18%
MP
1811
McDonald Partners
Ohio
$19.8M -$304K -750 -2%
EWA
1812
EverSource Wealth Advisors
Alabama
$19.8M +$1.83M +4,512 +10%
NTIC
1813
Napean Trading & Investment Company
Singapore
$19.7M – – –
FTWA
1814
Fifth Third Wealth Advisors
Ohio
$19.7M +$3.43M +8,475 +22%
SW
1815
Solidarity Wealth
Utah
$19.7M +$548K +1,354 +3%
RCP
1816
Rothschild Capital Partners
New York
$19.7M – – –
MYIA
1817
Mount Yale Investment Advisors
Colorado
$19.7M +$3.48M +8,604 +23%
FC
1818
FACT Capital
New York
$19.7M – – –
MCG
1819
McCollum Christoferson Group
New York
$19.6M -$238K -589 -1%
WWP
1820
Walden Wealth Partners
Ohio
$19.6M -$82.2K -203 -0.4%
ACM
1821
Allred Capital Management
Texas
$19.6M +$29.6K +73 +0.2%
PCMK
1822
Paragon Capital Management (Kansas)
Kansas
$19.6M -$224K -554 -1%
WIA
1823
Westbourne Investment Advisors
Maryland
$19.6M -$165K -407 -0.9%
SQA
1824
Simon Quick Advisors
New Jersey
$19.5M +$3.27M +8,069 +21%
MBT
1825
Montecito Bank & Trust
California
$19.5M -$43.7K -108 -0.2%
71 72
73
74 75