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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
676
Boston Family Office
Massachusetts
$73.9M -$3.62M -20,773 -5%
RBA
677
Richard Bernstein Advisors
New York
$73.9M -$1.73M -9,915 -3%
CSPIA
678
Cary Street Partners Investment Advisory
Virginia
$73.6M +$6.19M +35,506 +10%
LF
679
Longbow Finance
Switzerland
$73.5M +$15.7M +90,288 +31%
MFAM
680
Motley Fool Asset Management
Virginia
$73.5M +$4.17M +23,958 +7%
DAS
681
Dynamic Advisor Solutions
Arizona
$73.4M +$584K +3,349 +0.9%
BA
682
Birinyi Associates
Connecticut
$73.2M -$887K -5,091 -1%
WG
683
Welch Group
Alabama
$73M -$808K -4,639 -1%
WSTAM
684
Wilbanks Smith & Thomas Asset Management
Virginia
$72.7M +$72.3K +415 +0.1%
IFG
685
Independent Financial Group
California
$72.7M +$1.62M +9,286 +3%
RWM
686
Ritholtz Wealth Management
New York
$72.6M -$4.89M -28,062 -7%
CIA
687
Choate Investment Advisors
Massachusetts
$72.3M +$5.75M +32,977 +10%
GA
688
GuoLine Advisory
Singapore
$72.1M +$11.6M +66,700 +22%
PWP
689
Principle Wealth Partners
Connecticut
$72M -$1.48M -8,480 -2%
MYAM
690
Meiji Yasuda Asset Management
Japan
$71.9M -$1.29M -7,425 -2%
AIM
691
Avity Investment Management
Connecticut
$71.4M -$1.7M -9,755 -3%
JAIC
692
Josh Arnold Investment Consultant
Minnesota
$71.2M -$1.88M -10,800 -3%
EWM
693
Empirical Wealth Management
Washington
$70.8M -$3.89M -22,315 -6%
ECM
694
Everence Capital Management
Indiana
$70.8M – – –
HFS
695
Hantz Financial Services
Michigan
$70.8M -$1.38M -7,945 -2%
TF
696
Talbot Financial
Washington
$70.6M -$706K -4,049 -1%
BHIA
697
Birch Hill Investment Advisors
Massachusetts
$70.1M -$350K -2,008 -0.6%
DIA
698
Davidson Investment Advisors
Montana
$70M -$3.92M -22,470 -6%
VVP
699
Venture Visionary Partners
Ohio
$69.9M -$819K -4,703 -1%
ACM
700
Academy Capital Management
Texas
$69.8M -$409K -2,345 -0.6%
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