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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
901
Falcon Wealth Planning
California
$33.1M +$91.6K +641 +0.3%
PAM
902
Palisade Asset Management
Minnesota
$33M +$1.84M +12,846 +5%
TW
903
Transform Wealth
Colorado
$33M +$3.8M +26,623 +12%
Edgewood Management
904
Edgewood Management
Connecticut
$32.9M -$2.25M -15,726 -6%
CT
905
Caldwell Trust
Florida
$32.9M -$946K -6,621 -3%
TC
906
Telemus Capital
Michigan
$32.9M -$123K -862 -0.3%
CAM
907
Columbia Asset Management
Michigan
$32.8M -$312K -2,180 -0.9%
MCM
908
McKinley Capital Management
Alaska
$32.7M -$811K -5,675 -2%
PAI
909
Pittenger & Anderson Inc
Nebraska
$32.5M +$603K +4,218 +2%
ACM
910
Aljian Capital Management
Nevada
$32.5M -$32.9K -230 -0.1%
AUB
911
Atlantic Union Bankshares
Virginia
$32.5M -$2.8M -19,613 -7%
VWM
912
Valley Wealth Managers
New Jersey
$32.5M -$706K -4,937 -2%
BWFA
913
Baltimore-Washington Financial Advisors
Maryland
$32.4M -$702K -4,911 -2%
NMO
914
Newlands Management Operations
Texas
$32.3M +$35.6M +248,975 New
TCM
915
Telos Capital Management
California
$32.3M +$1.53M +10,700 +5%
GG
916
Greenwood Gearhart
Arkansas
$32.3M +$748K +5,235 +2%
RMC
917
Resources Management Corp
Connecticut
$32.2M -$539K -3,775 -1%
MCM
918
Manchester Capital Management
Vermont
$32.2M -$250K -1,750 -0.7%
MAM
919
Madison Asset Management
Wisconsin
$32.2M -$87.9K -615 -0.2%
SCP
920
Seizert Capital Partners
Michigan
$32.2M -$613K -4,289 -2%
PR
921
Payden & Rygel
California
$32.1M +$13.2M +92,090 +59%
CM
922
Capula Management
Cayman Islands
$32M -$22.6M -157,928 -39%
SLI
923
Sumitomo Life Insurance
Japan
$31.9M -$1.83M -12,802 -5%
EFM
924
E Fund Management
China
$31.7M -$1.05M -7,378 -3%
ECM
925
Estabrook Capital Management
New York
$31.7M -$1.05M -7,325 -3%