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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1801
Mathes Company
New York
$12.1M -$682K -4,945 -5%
XWM
1802
Xcel Wealth Management
Florida
$12.1M -$70.3K -510 -0.6%
SEIA
1803
Signature Estate & Investment Advisors
California
$12.1M +$554K +4,022 +5%
CHC
1804
City Holding Co
West Virginia
$12.1M +$91.7K +665 +0.7%
CCIA
1805
Cherry Creek Investment Advisors
Colorado
$12.1M -$706K -5,123 -5%
CRI
1806
Colonial River Investments
Virginia
$12M +$265K +1,921 +2%
HH
1807
HWG Holdings
Texas
$12M +$3.84M +27,852 +45%
GWMR
1808
GC Wealth Management RIA
Massachusetts
$12M -$2.38M -17,236 -16%
LF
1809
Lighthouse Financial
Florida
$12M +$12.3M +89,216 New
MYIA
1810
Mount Yale Investment Advisors
Colorado
$12M +$1.8M +13,039 +17%
BIP
1811
Blue Investment Partners
California
$11.9M +$223K +1,621 +2%
CWM
1812
Centurion Wealth Management
Virginia
$11.9M +$245K +1,779 +2%
ISB
1813
Iowa State Bank
Iowa
$11.9M +$158K +1,145 +1%
BWA
1814
Beam Wealth Advisors
Louisiana
$11.9M -$6.02M -43,711 -33%
NME
1815
Notis-McConarty Edward
$11.8M -$1.25M -9,069 -9%
CPA
1816
Capital Planning Advisors
California
$11.8M +$373K +2,703 +3%
WA
1817
Wambolt & Associates
Colorado
$11.8M -$1.8M -13,079 -13%
AS
1818
Altshuler Shaham
Israel
$11.8M +$4.7M +34,088 +61%
GFP
1819
Gryphon Financial Partners
Ohio
$11.8M -$2.71M -19,631 -18%
CFP
1820
Cascade Financial Partners
California
$11.8M +$129K +939 +1%
WC
1821
Waterloo Capital
Texas
$11.8M +$1.24M +8,989 +11%
CWA
1822
Consilium Wealth Advisory
Texas
$11.7M +$10.2K +74 +0.1%
MWA
1823
Moser Wealth Advisors
Washington
$11.7M -$204K -1,479 -2%
BWM
1824
Bulltick Wealth Management
Florida
$11.7M -$947K -6,873 -7%
FHC
1825
First Heartland Consultants
Missouri
$11.7M -$878K -6,370 -7%
71 72
73
74 75