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Name Holding Trade Value Shares
Change
Change in
Stake
HW
1901
Hedeker Wealth
Illinois
$18.6M -$355K -1,729 -2%
MWM
1902
MinichMacGregor Wealth Management
New York
$18.6M +$376K +1,828 +2%
CIA
1903
Compass Ion Advisors
Pennsylvania
$18.6M +$13.4K +65 +0.1%
PWA
1904
Provenance Wealth Advisors
Florida
$18.6M +$489K +2,380 +3%
KCM
1905
Kathmere Capital Management
Pennsylvania
$18.6M +$977K +4,751 +5%
BFG
1906
Beacon Financial Group
Texas
$18.5M +$663K +3,225 +4%
CI
1907
Cavalier Investments
Georgia
$18.5M +$10.1M +49,130 +113%
WPI
1908
Walter Public Investments
Canada
$18.5M +$19M +92,501 New
VCM
1909
Versant Capital Management
Arizona
$18.5M -$731K -3,556 -4%
CFP
1910
Cascade Financial Partners
California
$18.5M -$202K -981 -1%
WFA
1911
Wellspring Financial Advisors
Ohio
$18.4M -$2.89M -14,078 -13%
SIA
1912
Schear Investment Advisers
Ohio
$18.4M -$1.6M -7,788 -8%
FWM
1913
Focused Wealth Management
New York
$18.4M +$1.07M +5,199 +6%
MAM
1914
Mystic Asset Management
Rhode Island
$18.4M -$1.94M -9,435 -9%
OAM
1915
Oak Asset Management
California
$18.3M -$395K -1,921 -2%
VCM
1916
Virtue Capital Management
Tennessee
$18.3M -$52.4K -255 -0.3%
DCM
1917
Donaldson Capital Management
Indiana
$18.3M +$778K +3,785 +4%
SS
1918
STG Securities
New York
$18.3M +$18.8M +91,295 New
IEFM
1919
IQ EQ Fund Management
Ireland
$18.2M +$2.91M +14,157 +18%
CA
1920
Cullinan Associates
Kentucky
$18.2M +$6.49M +31,559 +53%
AIM
1921
Advyzon Investment Management
Illinois
$18.2M +$2.18M +10,599 +13%
RPWA
1922
Regent Peak Wealth Advisors
Georgia
$18.1M +$412K +2,006 +2%
QWM
1923
Quadcap Wealth Management
Texas
$18.1M +$897K +4,365 +5%
LCM
1924
Logan Capital Management
Pennsylvania
$18.1M +$18.6M +90,432 New
UHC
1925
Union Heritage Capital
Michigan
$18.1M