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Name Holding Trade Value Shares
Change
Change in
Stake
UAG
1526
United Advisor Group
Ohio
$26.5M -$949K -5,098 -3%
BWP
1527
Burling Wealth Partners
Illinois
$26.5M +$2.56M +13,749 +11%
MWAM
1528
Manhattan West Asset Management
California
$26.5M -$1.22M -6,567 -4%
VCM
1529
Valiant Capital Management
California
$26.5M -$1.08M -5,814 -4%
1C
1530
111 Capital
France
$26.5M +$944K +5,074 +4%
CPC
1531
Cookson Peirce & Co
Pennsylvania
$26.4M +$1.28M +6,890 +5%
IPAM
1532
ICICI Prudential Asset Management
India
$26.3M -$1.94M -10,419 -7%
AO
1533
Advisor OS
Illinois
$26.3M -$799K -4,290 -3%
NMG
1534
New Millennium Group
Utah
$26.3M -$1.37M -7,347 -5%
JRPIM
1535
Journey Retirement Planning & Investment Management
Idaho
$26.3M +$26.2M +140,948 New
SFG
1536
SageGuard Financial Group
Tennessee
$26.3M +$26.2M +140,756 New
FNWM
1537
Financial Network Wealth Management
Utah
$26.1M
GI
1538
GLOBALT Investments
Georgia
$26.1M -$1.45M -7,804 -5%
BC
1539
Blackhill Capital
New Jersey
$26.1M +$74.5K +400 +0.3%
SFO
1540
Stenger Family Office
Illinois
$26.1M +$6.33M +34,027 +32%
WETS
1541
Wealth Enhancement Trust Services
South Dakota
$26.1M +$26M +139,748 New
ZI
1542
ZEGA Investments
Florida
$26M +$1.34M +7,217 +5%
EPIMS
1543
Evelyn Partners Investment Management Services
$26M +$1.98M +10,647 +8%
CGPCS
1544
Capital Group Private Client Services
California
$25.9M -$1.12K -6 -0%
CCM
1545
Conway Capital Management
California
$25.9M -$579K -3,113 -2%
Koshinski Asset Management
1546
Koshinski Asset Management
Illinois
$25.8M +$162K +868 +0.6%
EFG
1547
Everest Financial Group
Minnesota
$25.8M +$25.8M +138,700 New
LA
1548
LVW Advisors
New York
$25.7M -$1.03M -5,530 -4%
HIP
1549
Harrell Investment Partners
Texas
$25.7M -$1.97M -10,596 -7%
KCPT
1550
Kingstone Capital Partners Texas
Texas
$25.7M -$43.6K -234 -0.2%