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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1926
Lincoln Capital
Nebraska
$15.8M -$5.02K -12 -0%
PTP
1927
Platform Technology Partners
New York
$15.8M +$1.64M +3,922 +10%
BMWM
1928
Brown Miller Wealth Management
Virginia
$15.8M +$676K +1,616 +4%
HL
1929
HeadInvest LLC
Maine
$15.8M -$905K -2,163 -5%
LOPW
1930
Live Oak Private Wealth
North Carolina
$15.7M +$665K +1,589 +4%
SSWM
1931
Strait & Sound Wealth Management
California
$15.7M +$2.46M +5,867 +16%
RFM
1932
Royal Fund Management
Florida
$15.7M +$1.9M +4,540 +12%
CFS
1933
CRA Financial Services
New Jersey
$15.7M +$471K +1,125 +3%
PFS
1934
Physicians Financial Services
North Carolina
$15.7M +$452K +1,081 +3%
HH
1935
Hilltop Holdings
Texas
$15.7M -$35M -83,644 -66%
SGA
1936
Strategic Global Advisors
California
$15.7M -$448K -1,070 -2%
AL
1937
Aspiriant LLC
California
$15.7M -$2.43M -5,797 -12%
CPL
1938
Capital & Planning LLC
Georgia
$15.7M +$15.1M +36,063 +579%
CIAS
1939
Capital Investment Advisory Services
North Carolina
$15.6M +$2.62M +6,264 +17%
PWG
1940
Portside Wealth Group
Utah
$15.6M -$1.77M -4,226 -9%
JHCP
1941
Jackson Hole Capital Partners
Oklahoma
$15.6M +$627K +1,498 +4%
UB
1942
Umpqua Bank
Oregon
$15.6M +$272K +650 +2%
SIA
1943
SeaBridge Investment Advisors
New Jersey
$15.6M +$1.76M +4,196 +11%
VF
1944
Virtu Financial
New York
$15.6M +$17.6M +42,065 New
AIIMS
1945
Analyst IMS Investment Management Services
Israel
$15.5M -$4.99M -11,934 -22%
LPCM
1946
Lynwood Price Capital Management
Texas
$15.5M -$4.39M -10,500 -20%
FIB
1947
First Interstate Bank
Montana
$15.5M +$151K +360 +0.9%
CG
1948
CFO4Life Group
Texas
$15.5M -$1.54M -3,680 -8%
NFSG
1949
Newbridge Financial Services Group
Florida
$15.5M +$2.32M +5,535 +15%
SAS
1950
Stelac Advisory Services
New York
$15.5M +$9.46M +22,617 +117%
76 77
78
79 80