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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1001
Ethos Financial Group
Pennsylvania
$3.73M +$2.21M +6,626 +133%
P
1002
Pitcairn
Pennsylvania
$3.73M -$603K -1,809 -11%
GAG
1003
GM Advisory Group
New York
$3.69M +$1.6M +4,811 +51%
FMII
1004
Farmers & Merchants Investments Inc
Nebraska
$3.69M +$3.68M +11,047 +346%
TWP
1005
Tempus Wealth Planning
California
$3.68M +$893K +2,681 +23%
SP
1006
SIH Partners
Delaware
$3.68M +$4.73M +14,187 New
BOH
1007
Bank of Hawaii
Hawaii
$3.67M -$448K -1,344 -9%
LJCM
1008
Lee Johnson Capital Management
Texas
$3.67M -$744K -2,232 -14%
JSAM
1009
J. Safra Asset Management
New York
$3.67M +$27.7K +83 +0.6%
MCM
1010
Manchester Capital Management
Vermont
$3.67M +$623K +1,869 +15%
EP
1011
Edgestream Partners
New Jersey
$3.66M +$1.41M +4,242 +43%
SA
1012
Strategic Advocates
Utah
$3.65M +$628K +1,885 +15%
SAI
1013
Savvy Advisors Inc
New York
$3.64M +$1.68M +5,038 +56%
AWA
1014
Aaron Wealth Advisors
Illinois
$3.64M +$212K +637 +5%
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$3.64M +$437K +1,310 +10%
SAG
1016
SageView Advisory Group
California
$3.63M -$229K -686 -5%
AA
1017
Alta Advisers
United Kingdom
$3.62M +$1.53M +4,600 +49%
LTI
1018
Laffer Tengler Investments
Tennessee
$3.62M +$777K +2,331 +20%
KCFA
1019
Key Client Fiduciary Advisors
New Jersey
$3.61M +$3.13M +9,394 +206%
CWM
1020
Challenger Wealth Management
California
$3.61M -$255K -765 -5%
FCM
1021
Fire Capital Management
California
$3.61M +$165K +496 +4%
MCC
1022
Malaga Cove Capital
California
$3.61M +$56.3K +169 +1%
CM
1023
Capula Management
Cayman Islands
$3.61M +$3.9M +11,708 +529%
COI
1024
Connable Office Inc
Michigan
$3.6M +$658K +1,975 +17%
DWM
1025
Drive Wealth Management
Utah
$3.59M +$1.55M +4,641 +50%