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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1701
Csenge Advisory Group
Florida
$20.3M +$958K +5,220 +5%
GWM
1702
Gibbs Wealth Management
Georgia
$20.3M +$13.6M +73,862 +174%
SCM
1703
Steele Capital Management
Iowa
$20.3M -$167K -912 -0.8%
TPI
1704
Trust Point Inc
Wisconsin
$20.3M -$104K -567 -0.5%
TCM
1705
Thames Capital Management
New Jersey
$20.3M -$9.65M -52,616 -31%
UCMOK
1706
United Capital Management of KS
Kansas
$20.2M +$6.58M +35,856 +45%
PCA
1707
Providence Capital Advisors
North Carolina
$20.2M +$6.83M +37,205 +47%
CHAM
1708
Clear Harbor Asset Management
Connecticut
$20.1M +$75.2K +410 +0.4%
ACM
1709
Alcosta Capital Management
California
$20.1M -$1.09M -5,968 -5%
RW
1710
Rockport Wealth
Ohio
$20.1M +$3.18M +17,358 +18%
OFG
1711
Oxford Financial Group
Indiana
$20.1M -$68.2K -372 -0.3%
TAMH
1712
Taikang Asset Management (HK)
Hong Kong
$20.1M -$19.1M -104,212 -48%
FIM
1713
FWL Investment Management
Texas
$20M +$5.06M +27,578 +32%
ACP
1714
Albar Capital Partners
United Kingdom
$20M +$21.1M +114,813 New
BIM
1715
Baldwin Investment Management
Pennsylvania
$19.9M -$248K -1,352 -1%
RCM
1716
RB Capital Management
Nevada
$19.9M +$713K +3,888 +4%
KA
1717
Kercheville Advisors
Texas
$19.9M -$330K -1,799 -2%
SCM
1718
Saba Capital Management
New York
$19.9M +$13.9M +75,989 +200%
PFP
1719
Paragon Financial Partners
California
$19.9M +$183 +1 +0%
WAM
1720
Wolverine Asset Management
Illinois
$19.9M +$20.9M +113,866 New
AFT
1721
Alpha Family Trust
California
$19.8M -$1.04M -5,690 -5%
DLCIG
1722
D.L. Carlson Investment Group
New Hampshire
$19.8M +$87.7K +478 +0.4%
HA
1723
Herold Advisors
New York
$19.8M -$37.6K -205 -0.2%
VSI
1724
Verde Servicos Internacionais
Brazil
$19.8M +$1.89M +10,316 +10%
DSA
1725
Davis Selected Advisers
Arizona
$19.8M +$462K +2,518 +2%