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Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
1951
Echo Street Capital Management
New York
$1.06M -$556K -10,711 -34%
CAN
1952
Claraphi Advisory Network
United States
$1.06M -$27.3K -526 -3%
MAG
1953
MRA Advisory Group
New Jersey
$1.05M +$59.7K +1,151 +6%
AIM
1954
Alhambra Investment Management
Florida
$1.05M +$475K +9,152 +82%
IFS
1955
Ifrah Financial Services
Arkansas
$1.05M -$80.9K -1,559 -7%
CCM
1956
Canal Capital Management
Virginia
$1.05M +$9.81K +189 +0.9%
SF
1957
Symphony Financial
Texas
$1.05M +$316K +6,096 +47%
SWA
1958
Sutton Wealth Advisors
Florida
$1.05M +$17.8K +343 +2%
CSB
1959
City State Bank
Iowa
$1.05M -$23.4K -451 -2%
KA
1960
Kercheville Advisors
Texas
$1.05M -$33.5K -646 -3%
MFG
1961
Magnus Financial Group
New York
$1.05M +$306K +5,904 +41%
MPCG
1962
Matrix Private Capital Group
New York
$1.04M +$9.44K +182 +0.9%
CPWA
1963
Cerro Pacific Wealth Advisors
California
$1.04M -$9.86K -190 -0.9%
TA
1964
Tiedemann Advisors
New York
$1.04M +$25.4K +489 +2%
GC
1965
Gilbert & Cook
Iowa
$1.04M +$143K +2,750 +16%
CMI
1966
Clare Market Investments
Texas
$1.04M +$141K +2,719 +16%
THWM
1967
Taylor Hoffman Wealth Management
Virginia
$1.04M
AFA
1968
Arlington Financial Advisors
California
$1.04M +$934 +18 +0.1%
LWA
1969
Lenox Wealth Advisors
New York
$1.03M +$61K +1,176 +7%
CWS
1970
Cypress Wealth Services
California
$1.03M -$32.1K -619 -3%
CPIA
1971
Cornell Pochily Investment Advisors
New York
$1.03M -$16.6K -320 -2%
ORC
1972
O'Rourke & Company
Massachusetts
$1.03M +$26.5K +511 +3%
BWM
1973
Benchmark Wealth Management
Connecticut
$1.03M
MA
1974
MJP Associates
Connecticut
$1.03M +$20.9K +402 +2%
KLWA
1975
Kelly Lawrence W & Associates
California
$1.03M -$114K -2,200 -10%