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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1826
Private Capital Advisors
Connecticut
$13.6M +$402K +1,337 +3%
AWS
1827
AJ Wealth Strategies
New York
$13.5M +$585K +1,943 +5%
PS
1828
Pensionfund Sabic
Netherlands
$13.5M -$3.31M -11,000 -20%
DPIM
1829
Duff & Phelps Investment Management
Illinois
$13.5M -$105K -350 -0.8%
PL
1830
Parkwood LLC
Ohio
$13.5M +$996K +3,311 +8%
QPW
1831
Quantum Private Wealth
Florida
$13.5M -$13.5K -45 -0.1%
AT
1832
Arden Trust
Delaware
$13.5M -$3.01M -10,001 -19%
IPW
1833
Inlet Private Wealth
Florida
$13.4M -$378K -1,258 -3%
NMG
1834
New Millennium Group
Utah
$13.4M -$452K -1,503 -3%
WKWM
1835
Walter & Keenan Wealth Management
Indiana
$13.4M -$397K -1,320 -3%
KFGK
1836
Keystone Financial Group (Kentucky)
Kentucky
$13.3M +$23.5K +78 +0.2%
MFW
1837
Meristem Family Wealth
Minnesota
$13.3M -$2.71M -9,022 -17%
PFS
1838
Physicians Financial Services
North Carolina
$13.3M +$419K +1,392 +3%
BL
1839
Balentine LLC
Georgia
$13.3M +$3.12M +10,383 +32%
SCM
1840
Salem Capital Management
Massachusetts
$13.3M -$467K -1,552 -3%
CHAM
1841
Clear Harbor Asset Management
Connecticut
$13.2M +$21.7K +72 +0.2%
BA
1842
Birinyi Associates
Connecticut
$13.2M -$278K -925 -2%
CA
1843
Cornerstone Advisory
Maryland
$13.2M +$2.32M +7,704 +22%
UF
1844
Univest Financial
Pennsylvania
$13.2M -$1.51M -5,026 -11%
GA
1845
GFS Advisors
Texas
$13.2M -$205K -682 -2%
ACS
1846
Archford Capital Strategies
Illinois
$13.1M +$854K +2,838 +7%
ACA
1847
Aspire Capital Advisors
Washington
$13.1M +$10.3M +34,307 +419%
BO
1848
BRR OpCo
Ohio
$13.1M +$76.1K +253 +0.6%
RB
1849
Rodgers Brothers
Pennsylvania
$13.1M -$135K -448 -1%
IWS
1850
Insight Wealth Strategies
California
$13M +$832K +2,765 +7%