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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1101
Portside Wealth Group
Utah
$9.92M +$849K +3,076 +9%
CT
1102
Coastline Trust
Rhode Island
$9.92M +$451K +1,634 +5%
FNBOO
1103
First National Bank of Omaha
Nebraska
$9.91M -$940K -3,404 -11%
WC
1104
Woodstock Corp
Massachusetts
$9.89M +$101K +366 +1%
CM
1105
Capital Management
Virginia
$9.84M -$1.04M -3,774 -10%
HIP
1106
HUB Investment Partners
Texas
$9.83M +$876K +3,173 +10%
BI
1107
Berkeley Inc
Idaho
$9.81M -$115K -418 -1%
ACM
1108
Aquatic Capital Management
Illinois
$9.78M +$9.67M +35,040 New
LCM
1109
Liberty Capital Management
Michigan
$9.76M -$90K -326 -0.9%
TIM
1110
Tikehau Investment Management
France
$9.74M -$2.41M -8,735 -20%
MGIA
1111
Moneta Group Investment Advisors
Missouri
$9.71M +$1.89M +6,836 +24%
NCM
1112
Novare Capital Management
North Carolina
$9.71M +$262K +949 +3%
Twin Tree Management
1113
Twin Tree Management
Texas
$9.67M -$4.38M -15,847 -31%
SCM
1114
Shelton Capital Management
Colorado
$9.64M -$3.49M -12,651 -27%
PIM
1115
Platinum Investment Management
Australia
$9.64M +$1.89M +6,851 +25%
AP
1116
Americana Partners
Texas
$9.62M +$19.3K +70 +0.2%
WAP
1117
Wealthcare Advisory Partners
Pennsylvania
$9.6M +$6.17M +22,364 +186%
FFA
1118
Fragasso Financial Advisors
Pennsylvania
$9.6M -$142K -514 -1%
DAS
1119
Diversify Advisory Services
Utah
$9.57M +$9.5M +34,403 New
NG
1120
NatWest Group
United Kingdom
$9.57M +$9.47M +34,298 New
FPTW
1121
Franklin, Parlapiano, Turner & Welch
Texas
$9.57M -$106K -383 -1%
MG
1122
Mather Group
Illinois
$9.57M +$33.7K +122 +0.3%
CP
1123
CenterBook Partners
Connecticut
$9.56M +$3.93M +14,222 +71%
DCM
1124
Donaldson Capital Management
Indiana
$9.55M +$371K +1,345 +4%
GWM
1125
GDS Wealth Management
Texas
$9.5M +$1.31M +4,727 +16%