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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Close Asset Management
United Kingdom
$74.8M – – –
MAM
852
Meeder Asset Management
Ohio
$74.5M +$7.75M +32,884 +12%
WDA
853
Wendell David Associates
New Hampshire
$74.5M -$702K -2,977 -1%
CW
854
CreativeOne Wealth
Kansas
$74.3M +$24.1M +102,125 +52%
FRA
855
Frank Rimerman Advisors
California
$74.2M -$6.87M -29,162 -9%
AC
856
Avestar Capital
New York
$74.1M +$2.39M +10,155 +4%
IGGA
857
Iron Gate Global Advisors
Utah
$74.1M +$1.56M +6,623 +2%
RBA
858
Richard Bernstein Advisors
New York
$73.9M -$2.58M -10,935 -4%
CWP
859
CFM Wealth Partners
Texas
$73.8M -$1.27M -5,370 -2%
GCM
860
GuideStone Capital Management
Texas
$73.5M – – –
TW
861
Transform Wealth
Colorado
$73.5M +$5.73M +24,316 +9%
CIS
862
Capital International Sarl
California
$73.2M -$4M -16,970 -5%
FSA
863
Fort Sheridan Advisors
Illinois
$73.1M -$422K -1,790 -0.6%
NB
864
NBT Bank
New York
$73.1M -$5.49M -23,276 -7%
SQA
865
Simon Quick Advisors
New Jersey
$72.9M -$563K -2,388 -0.8%
CCG
866
Ceeto Capital Group
Florida
$72.9M -$711K -3,015 -1%
FTWA
867
Fifth Third Wealth Advisors
Ohio
$72.9M +$2.94M +12,466 +4%
LFG
868
Larson Financial Group
Missouri
$72.8M +$24.2M +102,631 +55%
BFG
869
Bouchey Financial Group
New York
$72.6M +$2.23M +9,466 +3%
MGP
870
M&G plc
United Kingdom
$72.3M -$881K -3,739 -1%
WCM
871
Wedge Capital Management
North Carolina
$72.1M +$976K +4,142 +1%
GHA
872
GW Henssler & Associates
Georgia
$72M -$566K -2,402 -0.8%
SF
873
Summit Financial
New Jersey
$71.7M +$7.31M +31,008 +12%
AG
874
AlTi Global
New York
$71.7M -$6.48M -27,501 -8%
RCM
875
RB Capital Management
Nevada
$71.6M -$3.9M -16,535 -5%
33 34
35
36 37