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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
976
Douglas Lane & Associates
New York
$41.8M -$1.03M -5,895 -3%
WI
977
Wahed Invest
New York
$41.8M +$4.04M +23,181 +12%
WA
978
WestEnd Advisors
North Carolina
$41.8M +$37.5M +215,289 New
ST
979
Spinnaker Trust
Maine
$41.7M -$1.18M -6,787 -3%
LSPW
980
Lake Street Private Wealth
Illinois
$41.6M -$1.31M -7,533 -3%
FAM
981
Formidable Asset Management
Ohio
$41.6M -$1.82M -10,426 -5%
SQA
982
Simon Quick Advisors
New Jersey
$41.5M +$315K +1,808 +0.9%
SWA
983
SFMG Wealth Advisors
Texas
$41.5M +$495K +2,841 +1%
CANC
984
Culbertson A N & Co
Virginia
$41.4M -$83.1K -477 -0.2%
RIG
985
RiverFront Investment Group
Virginia
$41.3M +$1.05M +6,004 +3%
SGK
986
Steigerwald Gordon & Koch
Virginia
$41.3M -$246K -1,411 -0.7%
ACP
987
Aviance Capital Partners
Florida
$41.3M -$496K -2,849 -1%
SCM
988
Schnieders Capital Management
California
$41.2M +$14.5K +83 +0%
WA
989
Waverly Advisors
Alabama
$41.2M +$6.19M +35,510 +20%
BIP
990
Blue Investment Partners
California
$41M +$48.8K +280 +0.1%
FA
991
Fagan Associates
New York
$40.9M -$115K -660 -0.3%
VWA
992
Visionary Wealth Advisors
Illinois
$40.9M -$627K -3,601 -2%
BCP
993
Blue Chip Partners
Michigan
$40.9M -$418K -2,400 -1%
JPMIA
994
J.P. Marvel Investment Advisors
Massachusetts
$40.9M -$159K -910 -0.4%
PFS
995
Physicians Financial Services
North Carolina
$40.8M -$113K -648 -0.3%
LSAG
996
Lake Street Advisors Group
New Hampshire
$40.8M +$268K +1,536 +0.7%
AAIM
997
American Assets Investment Management
California
$40.7M
VLKIM
998
Van Lanschot Kempen Investment Management
Netherlands
$40.7M +$5.09M +29,218 +16%
EW
999
Evoke Wealth
California
$40.7M -$59.9M -343,582 -62%
Kayne Anderson Rudnick Investment Management
1000
Kayne Anderson Rudnick Investment Management
California
$40.7M +$1.37M +7,885 +4%