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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
801
Valley Wealth Managers
New Jersey
$41.1M -$1.51M -11,748 -3%
AL
802
Aspiriant LLC
California
$41M -$1.28M -9,986 -3%
AF
803
Alerus Financial
North Dakota
$41M -$621K -4,838 -1%
SEIA
804
Signature Estate & Investment Advisors
California
$40.9M +$2.41M +18,771 +6%
MAM
805
Mastrapasqua Asset Management
Tennessee
$40.9M +$1.5M +11,721 +4%
AC
806
Avenir Corporation
Virginia
$40.9M -$154K -1,201 -0.4%
CWP
807
CFM Wealth Partners
Texas
$40.8M -$670K -5,220 -2%
AMI
808
Amica Mutual Insurance
Rhode Island
$40.8M -$9.03M -70,366 -17%
FB
809
Fulton Bank
Pennsylvania
$40.8M -$169K -1,313 -0.4%
AC
810
Alleghany Corporation
New York
$40.8M -$14.6M -113,724 -25%
HI
811
Hoey Investments
Pennsylvania
$40.8M -$8.05M -62,684 -16%
JCM
812
Jag Capital Management
Missouri
$40.7M +$10M +78,277 +31%
IUHSA
813
Itau Unibanco Holding S.A.
Brazil
$40.7M +$35M +273,014 +462%
LWAC
814
Laurel Wealth Advisors (California)
California
$40.6M -$3.15M -24,570 -7%
SEM
815
Suncoast Equity Management
Florida
$40.4M +$463K +3,607 +1%
BFA
816
Beaumont Financial Advisors
Massachusetts
$40.4M +$475K +3,701 +1%
S
817
SignatureFD
Georgia
$40.3M +$1.35M +10,484 +3%
HSA
818
HBK Sorce Advisory
Pennsylvania
$40.2M -$2.52M -19,663 -6%
FBB
819
Fulton Breakefield Broenniman
Maryland
$40.2M +$7.23M +56,354 +21%
TSW
820
Thompson Siegel & Walmsley
Virginia
$40.1M -$1.9M -14,822 -4%
FC
821
Forte Capital
New York
$40.1M +$413K +3,216 +1%
RF
822
Rollins Financial
Georgia
$40M -$647K -5,038 -2%
WA
823
Wealth Advisors
California
$39.6M -$1.44M -11,221 -4%
FCBT
824
First Citizens Bank & Trust
North Carolina
$39.5M +$1.18M +9,176 +3%
OGC
825
Oak Grove Capital
New Hampshire
$39.5M +$6.16M +48,009 +17%
31 32
33
34 35