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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Mutual Advisors
Nebraska
$100M +$1.21M +8,208 +1%
MCM
502
Mill Capital Management
North Carolina
$100M -$3.77M -25,520 -4%
PCM
503
Penserra Capital Management
California
$99.6M +$37M +250,933 +71%
AA
504
Ancora Advisors
Ohio
$99.5M -$1.92M -12,996 -2%
KWILP
505
Kiwi Wealth Investments Limited Partnership
New Zealand
$99.4M -$151K -1,025 -0.2%
SCA
506
Snowden Capital Advisors
New York
$98.9M +$562K +3,810 +0.6%
AI
507
Axiom Investors
Connecticut
$98.3M +$1.44M +9,765 +2%
LFAS
508
Level Four Advisory Services
Texas
$98.2M +$446K +3,022 +0.5%
DCM
509
Donaldson Capital Management
Indiana
$97.9M -$16M -108,290 -15%
KWM
510
Kingsview Wealth Management
Oregon
$97.4M -$3.46M -23,447 -4%
SRIM
511
Saratoga Research & Investment Management
California
$97.3M +$7.09M +48,031 +9%
BFS
512
Bard Financial Services
Connecticut
$96.9M -$590K -4,000 -0.7%
MMA
513
Miracle Mile Advisors
California
$96.6M -$1.7M -11,527 -2%
PA
514
Profund Advisors
Maryland
$96.4M -$2.9M -19,668 -3%
CAM
515
Cacti Asset Management
Georgia
$96.2M -$413K -2,800 -0.5%
CWM
516
Calamos Wealth Management
Illinois
$96.1M -$1M -6,804 -1%
NP
517
NS Partners
United Kingdom
$95.9M -$297K -2,014 -0.3%
PCIA
518
Prime Capital Investment Advisors
Kansas
$95.9M -$4.36M -29,522 -5%
SWM
519
Spire Wealth Management
Virginia
$95.7M +$25M +169,147 +41%
RSWM
520
Robertson Stephens Wealth Management
California
$95.7M +$850K +5,761 +1%
SAI
521
Systematic Alpha Investments
New Jersey
$95M – – –
ESCM
522
Echo Street Capital Management
New York
$95M +$83.7M +567,229 +6,388%
TI
523
Tidal Investments
Wisconsin
$94.9M +$7.5M +50,843 +10%
WC
524
Whitney & Co
New York
$94.6M +$28.8M +195,218 +52%
ACA
525
Aptus Capital Advisors
Alabama
$93.9M +$9.6M +65,094 +13%
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