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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2051
Jackson Wealth Management
Florida
$11.4M -$346K -2,749 -4%
CWA
2052
Consilium Wealth Advisory
Texas
$11.4M +$547K +4,348 +6%
PIWA
2053
Prevail Innovative Wealth Advisors
Kansas
$11.4M +$499K +3,963 +6%
TWP
2054
Tempus Wealth Planning
California
$11.4M -$1.22M -9,706 -12%
HNB
2055
Hilltop National Bank
Wyoming
$11.4M +$9.06M +72,004 New
AP
2056
Archon Partners
New Jersey
$11.4M +$881K +7,000 +11%
BWP
2057
BSW Wealth Partners
Colorado
$11.3M +$140K +1,113 +2%
UIA
2058
Ulland Investment Advisors
Minnesota
$11.3M -$527K -4,185 -6%
SIM
2059
Sentry Investment Management
Wisconsin
$11.3M -$61.8K -491 -0.7%
DRD
2060
Dennis R. Delaney
$11.3M -$197K -1,565 -2%
AWA
2061
Alta Wealth Advisors
Massachusetts
$11.3M +$22.3K +177 +0.2%
JIC
2062
Joel Isaacson & Co
New York
$11.3M +$1.33M +10,576 +17%
IAS
2063
IMA Advisory Services
Colorado
$11.3M +$23.9K +190 +0.3%
CA
2064
Cornerstone Advisory
Maryland
$11.3M -$290K -2,305 -3%
JWM
2065
Jacksonville Wealth Management
Florida
$11.2M +$129K +1,025 +1%
PTP
2066
Platform Technology Partners
New York
$11.2M +$622K +4,942 +7%
CAM
2067
Carret Asset Management
New York
$11.2M -$389K -3,095 -4%
CF
2068
Convergence Financial
Missouri
$11.2M -$291K -2,315 -3%
ACG
2069
Allen Capital Group
Nebraska
$11.2M +$243K +1,930 +3%
LI
2070
LRI Investments
Florida
$11.2M +$517K +4,109 +6%
EL
2071
Essex LLC
Illinois
$11.2M +$4.26M +33,849 +92%
MCA
2072
Millennium Capital Advisors
Arkansas
$11.2M +$111K +884 +1%
ANBT
2073
American National Bank & Trust
Texas
$11.2M +$848K +6,739 +11%
BHCM
2074
Brevan Howard Capital Management
Jersey
$11.1M -$73.1M -580,710 -89%
WA
2075
Wealth Alliance
New York
$11.1M +$596K +4,734 +7%