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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
801
Corient Capital Partners
California
$55.2M +$786K +4,673 +2%
AL
802
Aspiriant LLC
California
$55M -$1.98M -11,803 -4%
CWP
803
CFM Wealth Partners
Texas
$54.8M -$1.12M -6,655 -2%
AMI
804
Amica Mutual Insurance
Rhode Island
$54.8M -$2.47M -14,683 -4%
ZIC
805
ZWJ Investment Counsel
Georgia
$54.8M -$8.03M -47,734 -13%
NCM
806
Narwhal Capital Management
Georgia
$54.6M -$220K -1,308 -0.4%
WA
807
Wealth Advisors
California
$54.5M +$381K +2,267 +0.7%
SC
808
Savant Capital
Illinois
$54.4M +$113K +670 +0.2%
TC
809
TownSquare Capital
Utah
$54.4M +$2.6M +15,445 +5%
FFM
810
Forum Financial Management
Illinois
$54.4M +$1.22M +7,237 +2%
HWA
811
Heritage Wealth Advisors
Virginia
$54.3M +$393K +2,338 +0.8%
AWM
812
Altium Wealth Management
New York
$54.3M +$2.27M +13,479 +5%
MOS
813
MGO One Seven
Ohio
$54.2M +$396K +2,357 +0.8%
HJGA
814
Hardman Johnston Global Advisors
Connecticut
$54.1M -$502K -2,985 -1%
SCA
815
Stillwater Capital Advisors
Pennsylvania
$53.9M -$1.65M -9,806 -3%
CSUI
816
Cincinnati Specialty Underwriters Insurance
Ohio
$53.8M
MLFP
817
MPS Loria Financial Planners
Illinois
$53.8M -$86.3K -513 -0.2%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$53.7M +$2.54M +15,113 +5%
EF
819
Empirical Finance
Pennsylvania
$53.7M +$5.27M +31,327 +11%
MAM
820
Mastrapasqua Asset Management
Tennessee
$53.7M -$2.4M -14,290 -4%
VCM
821
Vigilant Capital Management
Maine
$53.6M -$1.22M -7,259 -2%
TNB
822
Thomasville National Bank
Georgia
$53.6M +$20.7K +123 +0%
OCM
823
One Capital Management
California
$53.5M +$51.6M +306,582 New
CG
824
Caprock Group
Idaho
$53.4M -$702K -4,175 -1%
LCS
825
Levin Capital Strategies
New York
$53.4M -$109K -649 -0.2%