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Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
551
Empirical Wealth Management
Washington
$180M +$2.38M +8,324 +1%
Biltmore Family Office
552
Biltmore Family Office
North Carolina
$179M -$19.5M -68,294 -10%
EFG International
553
EFG International
$179M -$5.45M -19,071 -3%
Dakota Wealth Management
554
Dakota Wealth Management
Florida
$179M +$1M +3,499 +0.6%
OneDigital Investment Advisors
555
OneDigital Investment Advisors
Kansas
$179M +$2.12M +7,421 +1%
Evelyn Partners
556
Evelyn Partners
$178M +$176M +616,120 New
Modern Wealth Management
557
Modern Wealth Management
Kansas
$178M +$28M +97,771 +19%
Local Pensions Partnership Investment
558
Local Pensions Partnership Investment
United Kingdom
$178M -$33.6M -117,387 -16%
Callan Family Office
559
Callan Family Office
Pennsylvania
$178M +$6.39M +22,355 +4%
Park Avenue Securities
560
Park Avenue Securities
New York
$177M +$2.98M +10,403 +2%
Patten & Patten
561
Patten & Patten
Tennessee
$177M -$2.43M -8,478 -1%
Harvest Fund Management
562
Harvest Fund Management
China
$177M -$8.42M -29,442 -5%
MGO One Seven
563
MGO One Seven
Ohio
$177M +$9.3M +32,521 +6%
Brookstone Capital Management
564
Brookstone Capital Management
Illinois
$176M +$15.4M +53,816 +10%
Carnegie Investment Counsel
565
Carnegie Investment Counsel
Ohio
$176M -$16.3M -56,897 -9%
Choate Investment Advisors
566
Choate Investment Advisors
Massachusetts
$175M -$5.27M -18,419 -3%
Argent Trust Co
567
Argent Trust Co
Tennessee
$174M +$15.4M +53,781 +10%
GUB
568
Golden Unicorn BVI
$174M -$28.6M -100,000 -14%
Old National Bancorp
569
Old National Bancorp
Indiana
$173M -$9.5M -33,274 -5%
Vestmark Advisory Solutions
570
Vestmark Advisory Solutions
Massachusetts
$172M -$5.41M -18,911 -3%
SignatureFD
571
SignatureFD
Georgia
$172M +$2.25M +7,864 +1%
Kingsview Wealth Management
572
Kingsview Wealth Management
Oregon
$171M -$48.9M -170,821 -22%
Donaldson Capital Management
573
Donaldson Capital Management
Indiana
$171M +$7.54M +26,374 +5%
Mogy Joel R Investment Counsel
574
Mogy Joel R Investment Counsel
California
$171M -$574K -2,005 -0.3%
Ashton Thomas Private Wealth
575
Ashton Thomas Private Wealth
Arizona
$171M +$2.69M +9,401 +2%