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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1901
Bulltick Wealth Management
Florida
$18.2M +$3M +7,404 +21%
VAS
1902
Vestmark Advisory Solutions
Massachusetts
$18.1M +$297K +733 +2%
LWMM
1903
Legacy Wealth Management (Mississippi)
Mississippi
$18.1M – – –
SCM
1904
Sirios Capital Management
Massachusetts
$18.1M -$3.17M -7,821 -15%
CF
1905
Centaurus Financial
California
$18.1M +$2.71M +6,695 +18%
NAS
1906
Nicolet Advisory Services
Wisconsin
$18.1M +$674K +1,666 +4%
RFM
1907
Royal Fund Management
Florida
$18.1M +$246K +608 +1%
LT
1908
Legacy Trust
Michigan
$18.1M -$1.04M -2,563 -6%
DA
1909
DCM Advisors
New York
$18M -$4.38M -10,818 -20%
PFS
1910
Physicians Financial Services
North Carolina
$18M -$10.1K -25 -0.1%
ISB
1911
Iowa State Bank
Iowa
$18M -$386K -954 -2%
SSA
1912
Schonfeld Strategic Advisors
New York
$18M -$142M -351,454 -89%
FNBTCON
1913
First National Bank & Trust Co of Newtown
Pennsylvania
$17.9M -$358K -885 -2%
LA
1914
LM Advisors
California
$17.9M +$2.29M +5,657 +15%
RGC
1915
Roberts, Glore & Co
Illinois
$17.9M -$1.11M -2,741 -6%
MCM
1916
Morton Capital Management
California
$17.8M -$268K -663 -2%
OPTFSNA
1917
Old Point Trust & Financial Services N A
Virginia
$17.8M -$339K -838 -2%
HIC
1918
Harbor Island Capital
Massachusetts
$17.8M -$28.7K -71 -0.2%
LSA
1919
Leonteq Securities AG
Switzerland
$17.8M -$6.49M -16,028 -28%
SIP
1920
Stoneridge Investment Partners
Pennsylvania
$17.8M -$351K -868 -2%
SWM
1921
Sendero Wealth Management
Texas
$17.8M -$1.21M -2,989 -7%
CCM
1922
Consolidated Capital Management
California
$17.8M -$291K -719 -2%
SIA
1923
SeaBridge Investment Advisors
New Jersey
$17.8M -$297K -733 -2%
RBC
1924
Romano Brothers & Co
Illinois
$17.7M -$48.2K -119 -0.3%
PAIM
1925
Punch & Associates Investment Management
Minnesota
$17.7M -$3.61M -8,928 -17%
75 76
77
78 79