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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2326
Highview Capital Management
Illinois
$11.1M -$129K -695 -1%
OPWM
2327
Oakwell Private Wealth Management
Texas
$11.1M +$3.13M +16,818 +39%
RCM
2328
Richardson Capital Management
Wisconsin
$11.1M -$374K -2,010 -3%
WPW
2329
Waldron Private Wealth
Pennsylvania
$11.1M +$3.25M +17,446 +42%
MAC
2330
Mason & Associates (California)
California
$11M +$863K +4,637 +8%
KCM
2331
Kultura Capital Management
Utah
$11M +$11M +59,000 New
LAM
2332
LOM Asset Management
$11M -$106K -570 -1%
OAP
2333
One Advisory Partners
Kansas
$11M +$6.51K +35 +0.1%
EPA
2334
Element Pointe Advisors
Florida
$11M -$81K -435 -0.7%
KCM
2335
Kanawha Capital Management
Virginia
$10.9M +$65.9K +354 +0.6%
CPC
2336
Consolidated Planning Corp
Georgia
$10.9M -$1.7M -9,126 -13%
LA
2337
Legacy Advisors
Pennsylvania
$10.9M +$2.65M +14,215 +32%
PPG
2338
Peak Planning Group
Colorado
$10.9M +$5.45M +29,257 +100%
MUAMU
2339
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$10.9M +$2.05M +11,000 +23%
RCG
2340
Regatta Capital Group
California
$10.9M -$977K -5,251 -8%
JWM
2341
JGP Wealth Management
Oregon
$10.9M +$3.23M +17,368 +42%
EFMH
2342
E Fund Management (HK)
Hong Kong
$10.9M +$3.24M +17,382 +42%
KNW
2343
Kesler Norman & Wride
Utah
$10.9M -$1.07M -5,732 -9%
CIP
2344
Castlefield Investment Partners
$10.9M +$10.8M +58,212 New
NWMG
2345
National Wealth Management Group
Ohio
$10.8M +$517K +2,775 +5%
NWM
2346
Northwest Wealth Management
Iowa
$10.8M -$6.95M -37,336 -39%
EAM
2347
Evanson Asset Management
California
$10.8M -$3.76M -20,190 -26%
EMAM
2348
Encompass More Asset Management
California
$10.8M +$6.29M +33,798 +140%
Members Trust
2349
Members Trust
Florida
$10.8M +$621K +3,335 +6%
MIM
2350
Moseley Investment Management
Florida
$10.8M -$307K -1,651 -3%