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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
726
CreativeOne Wealth
Kansas
$103M +$13.6M +52,432 +15%
OAM
727
Oppenheimer Asset Management
New York
$103M +$105M +404,261 New
GKWIM
728
Gerber Kawasaki Wealth & Investment Management
California
$103M +$216K +829 +0.2%
MSR
729
Main Street Research
Connecticut
$102M +$29.3M +112,641 +39%
TCA
730
Transcend Capital Advisors
New Jersey
$102M -$2.4M -9,219 -2%
CI
731
Clal Insurance
Israel
$102M -$529K -2,034 -0.5%
VWA
732
Visionary Wealth Advisors
Illinois
$102M +$713K +2,738 +0.7%
CA
733
Cullinan Associates
Kentucky
$102M -$11.9M -45,850 -10%
EW
734
Evoke Wealth
California
$102M -$406K -1,561 -0.4%
SAM
735
Securian Asset Management
Minnesota
$101M -$917K -3,522 -0.9%
USCWA
736
U.S. Capital Wealth Advisors
Texas
$101M +$6.76M +25,991 +7%
MIA
737
MMBG Investment Advisors
Florida
$101M +$246K +944 +0.2%
ANTB
738
AMG National Trust Bank
Colorado
$101M +$16.8M +64,657 +19%
HCMT
739
Highland Capital Management (Tennessee)
Tennessee
$99.8M -$1.06M -4,066 -1%
NAM
740
NorthCrest Asset Manangement
Minnesota
$99.4M -$40.5M -155,518 -29%
BP
741
Ballentine Partners
Massachusetts
$99.3M +$3.55M +13,637 +4%
IAS
742
Insigneo Advisory Services
Florida
$99M +$2.41M +9,246 +2%
DAS
743
Dynamic Advisor Solutions
Arizona
$98.9M +$1.31M +5,044 +1%
NB
744
Nicolet Bankshares
Wisconsin
$98.6M +$85.2M +327,528 +551%
HSA
745
HBK Sorce Advisory
Pennsylvania
$98.2M -$938K -3,603 -1%
KRSITF
746
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$97.5M +$195K +751 +0.2%
SWM
747
Spire Wealth Management
Virginia
$97.3M -$783K -3,010 -0.8%
BWM
748
Brickley Wealth Management
California
$97.1M -$1.44M -5,545 -1%
MAS
749
Meeder Advisory Services
Ohio
$96.7M +$1.5M +5,750 +2%
CTI
750
Community Trust & Investment
Kentucky
$96.4M +$2.43M +9,343 +3%
28 29
30
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