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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Calamos Wealth Management
Illinois
$114M +$1.02M +5,877 +1%
VFA
527
Valeo Financial Advisors
Indiana
$114M -$5.17M -29,674 -4%
NC
528
Nicholas Company
Wisconsin
$114M -$19.9M -114,440 -16%
DWP
529
Daymark Wealth Partners
Ohio
$114M +$57.3M +328,740 +128%
MWM
530
Mission Wealth Management
California
$113M +$7.72M +44,292 +8%
BFS
531
Bard Financial Services
Connecticut
$113M -$1.12M -6,400 -1%
MMA
532
Miracle Mile Advisors
California
$113M -$1.04M -5,986 -1%
SAI
533
Systematic Alpha Investments
New Jersey
$112M
NP
534
NS Partners
United Kingdom
$112M -$1.08M -6,198 -1%
LFAS
535
Level Four Advisory Services
Texas
$112M -$3.61M -20,711 -3%
WC
536
Whitney & Co
New York
$111M -$358K -2,054 -0.4%
Capital Fund Management (CFM)
537
Capital Fund Management (CFM)
France
$111M -$41.2M -236,618 -29%
ZCI
538
Zevenbergen Capital Investments
Washington
$111M -$6.98M -40,060 -7%
CPSAC
539
Chas P. Smith & Associates (CPS)
Florida
$111M +$459K +2,636 +0.5%
CAM
540
Cacti Asset Management
Georgia
$110M -$2.53M -14,507 -2%
TCOV
541
Trust Company of Vermont
Vermont
$110M +$1.48M +8,485 +2%
AWM
542
Apollon Wealth Management
South Carolina
$110M +$13.4M +77,020 +16%
TI
543
Tidal Investments
Wisconsin
$110M -$1.57M -8,985 -2%
HWA
544
HCR Wealth Advisors
California
$108M -$1.62M -9,283 -2%
BPC
545
Banque Pictet & Cie
Switzerland
$108M +$7.76M +44,525 +9%
MGIA
546
Moneta Group Investment Advisors
Missouri
$107M +$3.84M +22,043 +4%
ACA
547
Aptus Capital Advisors
Alabama
$107M -$3.39M -19,441 -3%
AIMCA
548
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$106M +$2.93M +16,798 +3%
KWILP
549
Kiwi Wealth Investments Limited Partnership
New Zealand
$106M -$10.2M -58,476 -10%
CIP
550
Chartwell Investment Partners
Pennsylvania
$105M -$2.48M -14,223 -3%