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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Congress Wealth Management
Massachusetts
$114M +$3.58M +19,189 +4%
VHAM
602
Van Hulzen Asset Management
California
$114M +$2.63M +14,101 +3%
DT
603
Diversified Trust
Tennessee
$114M +$9.91M +53,124 +11%
TG
604
TCW Group
California
$113M +$2.87M +15,399 +3%
S
605
SignatureFD
Georgia
$113M +$12.2M +65,364 +14%
NM
606
NWI Management
New York
$113M +$81.9M +439,000 +453%
TA
607
Trivest Advisors
Hong Kong
$112M +$95.7M +513,360 +2,567%
MVIP
608
Mar Vista Investment Partners
California
$112M +$31M +166,189 +45%
BCV
609
Banque Cantonale Vaudoise
Switzerland
$112M +$18.8M +100,760 +23%
MFG
610
Merit Financial Group
Georgia
$111M +$760K +4,077 +0.8%
HWA
611
HCR Wealth Advisors
California
$111M -$2.17M -11,635 -2%
AAM
612
Advisors Asset Management
Colorado
$111M +$2.21M +11,827 +2%
FCBT
613
First Citizens Bank & Trust
North Carolina
$110M +$2.65M +14,213 +3%
MMA
614
Miracle Mile Advisors
California
$110M +$1.16M +6,195 +1%
TCM
615
Traynor Capital Management
Pennsylvania
$110M -$141K -758 -0.1%
BJL
616
Brighton Jones LLC
Washington
$110M +$1.61M +8,660 +2%
WA
617
Waverly Advisors
Alabama
$110M +$21.4M +114,676 +28%
CPSAC
618
Chas P. Smith & Associates (CPS)
Florida
$110M +$803K +4,305 +0.8%
GCIM
619
Gunn & Company Investment Management
Florida
$110M +$88.6M +475,142 +1,012%
LFAS
620
Level Four Advisory Services
Texas
$110M -$8.86M -47,523 -8%
TMAM
621
Tokio Marine Asset Management
Japan
$109M +$2.07M +11,113 +2%
BHC
622
Bowen Hanes & Co
Florida
$109M -$476K -2,553 -0.5%
EWA
623
Exencial Wealth Advisors
Oklahoma
$108M -$5.7M -30,572 -6%
PHM
624
Prospect Hill Management
New Jersey
$108M -$55.6K -298 -0.1%
CBUSF
625
Construction & Building Unions Superannuation Fund
Australia
$108M -$7.5M -40,242 -7%