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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1251
Ascension Asset Management
New York
$21.4M -$1.07M -10,550 -6%
SAM
1252
Secure Asset Management
Michigan
$21.4M +$4.28M +42,304 +32%
EAM
1253
Eukles Asset Management
Ohio
$21.4M -$70.6K -698 -0.4%
PAA
1254
Peregrine Asset Advisers
Oregon
$21.3M -$887K -8,769 -5%
WCM
1255
Wisconsin Capital Management
Wisconsin
$21.3M -$1.2M -11,877 -6%
PA
1256
PFG Advisors
Arizona
$21.2M +$340K +3,359 +2%
TSWM
1257
Tyler-Stone Wealth Management
Ohio
$21.2M -$160K -1,579 -0.9%
AC
1258
Asio Capital
Kentucky
$21.2M -$676K -6,686 -4%
Americana Partners
1259
Americana Partners
Texas
$21.1M -$1.32M -13,048 -7%
Summit Trail Advisors
1260
Summit Trail Advisors
New York
$21.1M -$1.23M -12,214 -7%
MTWM
1261
Masso Torrence Wealth Management
New Jersey
$21.1M -$106K -1,050 -0.6%
KCPG
1262
Kavar Capital Partners Group
Kansas
$21.1M -$4.08M -40,387 -19%
CSPIA
1263
Cary Street Partners Investment Advisory
Virginia
$21.1M +$142K +1,409 +0.8%
Capital Group Private Client Services
1264
Capital Group Private Client Services
California
$21.1M +$16.6M +164,434 +2,745%
Larson Financial Group
1265
Larson Financial Group
Missouri
$21M +$2.22M +21,943 +15%
EFS
1266
Essex Financial Services
Connecticut
$20.9M +$2.13M +21,063 +12%
RC
1267
Roundview Capital
New Jersey
$20.8M -$2.86M -28,291 -14%
HWM
1268
Heirloom Wealth Management
Colorado
$20.8M +$315K +3,113 +2%
HWP
1269
Highline Wealth Partners
California
$20.8M -$3.88M -38,420 -19%
EFG
1270
Everhart Financial Group
Ohio
$20.8M +$1.61M +15,885 +10%
GFS
1271
GYL Financial Synergies
Connecticut
$20.7M +$735K +7,270 +5%
KJWM
1272
Kiley Juergens Wealth Management
Washington
$20.7M +$555K +5,492 +3%
SWM
1273
Segment Wealth Management
Texas
$20.6M -$2.77M -27,393 -14%
Martingale Asset Management
1274
Martingale Asset Management
Massachusetts
$20.6M +$7.72M +76,333 +85%
JAFL
1275
Jay A. Fishman Ltd
Michigan
$20.5M +$3.44M +33,975 +26%