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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1201
Rench Wealth Management
Texas
$33.8M -$371K -2,946 -1%
BFA
1202
Beaumont Financial Advisors
Massachusetts
$33.4M -$1.13M -8,986 -4%
Alkeon Capital Management
1203
Alkeon Capital Management
New York
$33.4M -$45.3M -360,000 -63%
HH
1204
Hilltop Holdings
Texas
$33.3M -$1.52M -12,089 -5%
CCA
1205
Checchi Capital Advisers
California
$33.2M -$1.97M -15,644 -7%
PIM
1206
Progressive Investment Management
Oregon
$33.2M -$525K -4,170 -2%
TSW
1207
Thompson Siegel & Walmsley
Virginia
$33.2M +$688K +5,467 +3%
WAS
1208
Winch Advisory Services
Wisconsin
$33.1M -$371K -2,951 -1%
TGCMU
1209
Titan Global Capital Management USA
New York
$33.1M +$11.3M +89,396 +74%
OFS
1210
OMC Financial Services
New York
$33.1M -$3.4M -27,057 -11%
BCB
1211
Brian C. Broderick
$33.1M -$2.22M -17,633 -8%
ECM
1212
EagleClaw Capital Management
Massachusetts
$33.1M -$1.08M -8,550 -4%
FDS
1213
First Dallas Securities
Texas
$33M -$120K -955 -0.5%
EFG
1214
Everhart Financial Group
Ohio
$33M +$506K +4,024 +2%
SIM
1215
Stratos Investment Management
Ohio
$33M +$3.62M +28,727 +16%
EWM
1216
Elite Wealth Management
Washington
$33M -$17.8M -141,059 -40%
CAAS
1217
Capital Asset Advisory Services
Michigan
$32.9M +$1.04M +8,234 +4%
FA
1218
Fiduciary Alliance
South Carolina
$32.8M +$3.33M +26,463 +15%
GSEP
1219
Golden State Equity Partners
California
$32.8M +$1.86M +14,796 +8%
JCFM
1220
JBR Co Financial Management
Oklahoma
$32.7M +$820K +6,514 +3%
CWP
1221
Concord Wealth Partners
Virginia
$32.6M +$2.02M +16,088 +8%
CAMV
1222
Concord Asset Management (Virginia)
Virginia
$32.6M +$13.9M +110,619 +115%
DBG
1223
De Burlo Group
Massachusetts
$32.6M +$26M +206,425 New
GIM
1224
Generali Investments Management
Slovenia
$32.5M +$767K +6,092 +3%
CM
1225
CastleKnight Management
New York
$32.5M -$6.19M -49,200 -19%