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Name Holding Trade Value Shares
Change
Change in
Stake
PL
2326
Plancorp LLC
Missouri
$12.4M +$1.64M +7,998 +15%
PHM
2327
Prospect Hill Management
New Jersey
$12.4M +$6.17M +30,030 +94%
JWM
2328
Jacksonville Wealth Management
Florida
$12.4M -$399K -1,939 -3%
EWA
2329
Eagle Wealth Advisors
Connecticut
$12.3M -$565K -2,749 -4%
BCPWM
2330
Bradley & Co Private Wealth Management
Florida
$12.3M -$158K -767 -1%
RCG
2331
Regatta Capital Group
California
$12.3M -$174K -844 -1%
WAP
2332
Wealth Analytics Partners
California
$12.3M -$237K -1,153 -2%
RI
2333
Ruggiero Investments
Florida
$12.3M -$655K -3,186 -5%
EBWM
2334
Eagle Bluffs Wealth Management
Missouri
$12.2M +$66.4K +323 +0.5%
IAM
2335
Infusive Asset Management
New York
$12.2M +$7.21M +35,062 +134%
WAAG
2336
Wealth Alliance Advisory Group
Kansas
$12.2M +$145K +706 +1%
ACP
2337
Aviance Capital Partners
Florida
$12.2M -$162K -789 -1%
WI
2338
WrapManager Inc
California
$12.2M -$187K -909 -1%
WWM
2339
WT Wealth Management
Arizona
$12.2M -$132K -644 -1%
CCC
2340
Compass Capital Corp
Massachusetts
$12.2M +$2.95M +14,334 +35%
FM
2341
Foster & Motley
Ohio
$12.2M +$3.43M +16,694 +38%
PAA
2342
Peregrine Asset Advisers
Oregon
$12.1M +$3.43M +16,683 +38%
CD
2343
Chapin Davis
Maryland
$12.1M -$247K -1,203 -2%
NFG
2344
Nadler Financial Group
Illinois
$12.1M +$236K +1,149 +2%
PPG
2345
Peak Planning Group
Colorado
$12.1M +$159K +773 +1%
PF
2346
Prosperitas Financial
California
$12.1M +$261K +1,267 +2%
Vanguard National Trust
2347
Vanguard National Trust
Pennsylvania
$12.1M +$1.17M +5,712 +10%
CSPIA
2348
Cary Street Partners Investment Advisory
Virginia
$12.1M +$1.15M +5,606 +10%
OPWM
2349
Oakwell Private Wealth Management
Texas
$12M +$31K +151 +0.3%
BWM
2350
Bullock Wealth Management
Indiana
$12M -$81.6K -397 -0.6%