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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
701
LGT Capital Partners
Switzerland
$122M +$17M +59,587 +16%
CW
702
CreativeOne Wealth
Kansas
$122M +$4.66M +16,293 +4%
MIA
703
MMBG Investment Advisors
Florida
$122M +$6.75M +23,591 +6%
SFS
704
Sowell Financial Services
Arkansas
$122M -$1.62M -5,667 -1%
GIM
705
Generate Investment Management
New Zealand
$122M +$3.26M +11,383 +3%
TCA
706
Transcend Capital Advisors
New Jersey
$122M +$4.78M +16,715 +4%
CI
707
Cincinnati Insurance
Ohio
$122M – – –
FTWA
708
Fifth Third Wealth Advisors
Ohio
$122M +$656K +2,292 +0.5%
AIP
709
Ameritas Investment Partners
Nebraska
$121M -$360K -1,257 -0.3%
NSUP
710
NLB Skladi upravljanje premozenja
$121M +$1.34M +4,696 +1%
GI
711
GAMMA Investing
California
$121M +$12.5M +43,839 +12%
GKWIM
712
Gerber Kawasaki Wealth & Investment Management
California
$120M +$3.15M +11,026 +3%
HCMG
713
Howard Capital Management Group
California
$120M -$1.19M -4,165 -1%
AI
714
Atria Investments
North Carolina
$120M -$2.99M -10,466 -2%
SSWM
715
Smith Salley Wealth Management
North Carolina
$119M -$1.27M -4,424 -1%
AT
716
Avalon Trust
New Mexico
$119M -$1.64M -5,739 -1%
VCAM
717
Van Cleef Asset Management
Ohio
$118M -$3.34M -11,667 -3%
OCBCO
718
Oversea-Chinese Banking Corp (OCBC)
Singapore
$118M -$3.21M -11,216 -3%
MSR
719
Main Street Research
Connecticut
$118M +$730K +2,551 +0.6%
PWP
720
Private Wealth Partners
California
$117M -$6.46M -22,573 -5%
WBG
721
Wharton Business Group
Pennsylvania
$117M -$6.75M -23,601 -5%
VWA
722
Visionary Wealth Advisors
Illinois
$117M +$735K +2,570 +0.6%
NB
723
Nicolet Bankshares
Wisconsin
$117M +$76.1K +266 +0.1%
FSA
724
Franklin Street Advisors
North Carolina
$117M -$4.83M -16,869 -4%
VF
725
Vest Financial
Virginia
$117M +$18.4M +64,498 +19%
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