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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1051
Kozak & Associates
Colorado
$22.2M +$360K +4,960 +2%
RWM
1052
Rench Wealth Management
Texas
$22.2M -$747K -10,310 -4%
WGC
1053
Watts Gwilliam & Co
Arizona
$22.1M +$17.6M +242,300 New
QCG
1054
Quadrant Capital Group
Ohio
$22.1M -$128K -1,770 -0.7%
HWA
1055
HCR Wealth Advisors
California
$22.1M +$3.47M +47,920 +24%
RWP
1056
RWA Wealth Partners
Massachusetts
$22M -$1.72M -23,720 -9%
NSAM
1057
North Star Asset Management
Wisconsin
$21.9M -$1.57M -21,640 -8%
SF
1058
Summit Financial
New Jersey
$21.9M -$2.57M -35,470 -13%
FC
1059
Forte Capital
New York
$21.8M -$29.7K -410 -0.2%
WWM
1060
Western Wealth Management
Colorado
$21.8M -$3.71M -51,230 -17%
FA
1061
Financial Avengers
California
$21.8M +$134K +1,850 +0.8%
BBNA
1062
Bremer Bank National Association
Minnesota
$21.8M -$3.94M -54,300 -18%
HCA
1063
Harbor Capital Advisors
Illinois
$21.6M -$3.09M -42,680 -15%
EWA
1064
Exencial Wealth Advisors
Oklahoma
$21.5M +$11.5M +158,880 +200%
JSC
1065
Jackson Square Capital
California
$21.5M -$761K -10,500 -4%
NW
1066
NewEdge Wealth
Pennsylvania
$21.5M +$4.31M +59,490 +31%
LBC
1067
Lowe Brockenbrough & Co
Virginia
$21.5M +$4.3M +59,260 +33%
LMIM
1068
Lockheed Martin Investment Management
Maryland
$21.4M -$5.48M -75,600 -19%
FNBOMD
1069
First National Bank of Mount Dora
Florida
$21.4M -$2.52M -34,730 -13%
QPWM
1070
Quadrant Private Wealth Management
Pennsylvania
$21.4M -$539K -7,440 -3%
GCS
1071
Gordian Capital (Singapore)
Singapore
$21.3M -$7.2M -99,300 -30%
GAB
1072
German American Bancorp
Indiana
$21.3M +$1.24M +17,110 +8%
SCTC
1073
Sanibel Captiva Trust Company
Florida
$21.3M +$902K +12,440 +6%
NL
1074
NWAM LLC
Washington
$21.3M -$757K -10,440 -4%
KCM
1075
Kornitzer Capital Management
Kansas
$21.2M -$89.9K -1,240 -0.5%