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Name Holding Trade Value Shares
Change
Change in
Stake
SH
1701
SeaTown Holdings
Singapore
$11M +$9M +89,000 New
QWM
1702
Quadcap Wealth Management
Texas
$11M -$83.9K -830 -0.9%
TW
1703
TritonPoint Wealth
Maryland
$11M -$1.52M -15,068 -14%
SWC
1704
Spectrum Wealth Counsel
Indiana
$11M -$130K -1,287 -1%
OM
1705
OV Management
Minnesota
$11M -$321K -3,170 -3%
MIS
1706
Morningstar Investment Services
Illinois
$11M +$2.24M +22,197 +34%
Vanguard Capital Wealth Advisors
1707
Vanguard Capital Wealth Advisors
Colorado
$10.9M +$915K +9,051 +11%
NB
1708
Nicolet Bankshares
Wisconsin
$10.9M -$1.78M -17,655 -17%
RIG
1709
Renaissance Investment Group
Massachusetts
$10.9M +$8.36M +82,655 New
MWM
1710
MinichMacGregor Wealth Management
New York
$10.8M -$1.25M -12,352 -12%
CB
1711
CNB Bank
Pennsylvania
$10.8M +$1.21M +11,981 +16%
RFN
1712
RDA Financial Network
Iowa
$10.8M -$2.25M -22,250 -20%
CFP
1713
Cascade Financial Partners
California
$10.7M +$215K +2,123 +3%
HH
1714
Hilltop Holdings
Texas
$10.7M +$340K +3,367 +4%
SBWIC
1715
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.7M -$571K -5,650 -6%
CA
1716
Continuum Advisory
Idaho
$10.7M +$379K +3,749 +5%
JWM
1717
Jeppson Wealth Management
California
$10.7M -$82.2K -813 -0.9%
RAM
1718
Roanoke Asset Management
New Jersey
$10.7M -$1.3M -12,815 -13%
HIP
1719
Harrell Investment Partners
Texas
$10.7M -$191K -1,888 -2%
CNC
1720
Citizens & Northern Corp
Pennsylvania
$10.6M -$19.1K -189 -0.2%
IC
1721
Inscription Capital
Texas
$10.6M +$900K +8,898 +12%
FIS
1722
Fundsmith Investment Services
Mauritius
$10.6M +$8.68M +85,880 New
ECU
1723
Eisler Capital (US)
New York
$10.6M +$4.02M +39,749 +86%
MIA
1724
MainStreet Investment Advisors
Illinois
$10.6M +$8.67M +85,749 New
1SB
1725
1ST Source Bank
Indiana
$10.6M -$554K -5,481 -6%