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Name Holding Trade Value Shares
Change 		Change in
Stake
TG
776
TCW Group
California
$55.5M +$904K +4,932 +2%
OWM
777
Opes Wealth Management
California
$55.4M +$1.43M +7,774 +2%
PWAG
778
Polaris Wealth Advisory Group
California
$55.3M +$25.8M +140,750 +77%
HIP
779
HUB Investment Partners
Texas
$55.2M +$9.74M +53,120 +20%
AL
780
Aspiriant LLC
California
$55.1M +$8.42M +45,919 +17%
GAI
781
General American Investors
New York
$55M – – –
ECM
782
Evergreen Capital Management
Washington
$54.9M -$6.24K -34 -0%
SWA
783
Stratos Wealth Advisors
Ohio
$54.7M +$8.91M +48,573 +18%
NMIFOAC
784
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$54.7M -$2.75M -15,000 -4%
RIL
785
Rothschild Investment LLC
Illinois
$54.6M +$1.04M +5,647 +2%
FFA
786
First Foundation Advisors
California
$54.5M -$4.54M -24,773 -7%
JIP
787
Jaffetilchin Investment Partners
Florida
$54.3M +$72.6K +396 +0.1%
BAM
788
Belpointe Asset Management
Nevada
$54.3M +$8.46M +46,123 +17%
CGI
789
Comgest Global Investors
France
$54.2M +$8.19M +44,661 +16%
CCG
790
Ceeto Capital Group
Florida
$54.2M +$82.5K +450 +0.1%
SIMG
791
Sonora Investment Management Group
Arizona
$54M -$19.3K -105 -0%
SAM
792
Shikiar Asset Management
New York
$53.9M -$664K -3,623 -1%
MA
793
Montag & Associates
Georgia
$53.8M -$732K -3,994 -1%
PCM
794
Palisade Capital Management
New Jersey
$53.8M -$1.52M -8,309 -3%
PCOC
795
Power Corp of Canada
Canada
$53.5M – – –
CF
796
Cypress Funds
California
$53.3M – – –
SW
797
SlateStone Wealth
Florida
$53.2M +$21.9M +119,575 +62%
TBA
798
Tower Bridge Advisors
Pennsylvania
$53.2M -$125K -681 -0.2%
BBA
799
BLB&B Advisors
Pennsylvania
$53.2M +$622K +3,392 +1%
CWP
800
CFM Wealth Partners
Texas
$53.2M +$1.52M +8,285 +3%
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