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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
851
J.W. Burns & Co
New York
$76.7M -$1.42M -5,439 -2%
PFA
852
Pure Financial Advisors
California
$76.6M +$2.48M +9,545 +3%
DK
853
DJE Kapital
Germany
$76.6M -$55.8M -214,296 -41%
BFA
854
Bragg Financial Advisors
North Carolina
$76.5M +$135K +520 +0.2%
FBB
855
Fulton Breakefield Broenniman
Maryland
$76.1M -$10.2M -39,373 -12%
EPW
856
Evolve Private Wealth
California
$76.1M +$7.62M +29,274 +11%
TNA
857
True North Advisors
Texas
$76M -$535K -2,054 -0.7%
MIC
858
Means Investment Company
Maine
$75.4M -$420K -1,615 -0.5%
CIS
859
Capital International Sarl
California
$75.2M -$8.78M -33,731 -10%
MA
860
Montag & Associates
Georgia
$74.9M -$1.45M -5,583 -2%
SWM
861
SeaCrest Wealth Management
New York
$74.6M -$586K -2,253 -0.8%
GCM
862
GuideStone Capital Management
Texas
$74.5M – – –
BFS
863
Baskin Financial Services
Ontario, Canada
$74.2M -$5.96M -22,915 -7%
HCPC
864
Hamilton Capital Partners (Canada)
$74M +$13.7M +52,455 +22%
FFM
865
Fullerton Fund Management
Singapore
$73.9M +$26M +99,899 +52%
AIS
866
AM Investment Strategies
Tennessee
$73.9M +$501K +1,925 +0.7%
WPC
867
Wedmont Private Capital
Pennsylvania
$73.9M +$656K +2,519 +0.9%
CWG
868
Cornerstone Wealth Group
North Carolina
$73.8M +$1.98M +7,609 +3%
AG
869
AlTi Global
New York
$73.4M -$205K -788 -0.3%
RC
870
Roundview Capital
New Jersey
$73.3M -$385K -1,480 -0.5%
OAM
871
Ostrum Asset Management
France
$73.2M +$7.66M +29,423 +11%
PIM
872
Penobscot Investment Management
Massachusetts
$73.2M -$1.58M -6,066 -2%
BFO
873
Boston Family Office
Massachusetts
$72.8M +$133K +512 +0.2%
FRA
874
Frank Rimerman Advisors
California
$72.7M +$1.06M +4,072 +1%
BG
875
BDF Gestion
France
$72.6M – – –
33 34
35
36 37