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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1001
JGP Wealth Management
Oregon
$40.6M -$42.2K -242 -0.1%
GFS
1002
GYL Financial Synergies
Connecticut
$40.6M +$16.3M +93,389 +81%
BCAM
1003
Boston Common Asset Management
Massachusetts
$40.5M -$1.76M -10,127 -5%
BIM
1004
Bridgecreek Investment Management
Oklahoma
$40.5M -$1.06M -6,075 -3%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$40.4M +$5.22M +29,970 +17%
HI
1006
Horizon Investments
North Carolina
$40.4M +$1.01M +5,777 +3%
NB
1007
NBT Bank
New York
$40.3M -$1.05M -6,021 -3%
BFC
1008
Blue Fin Capital
Rhode Island
$40.2M +$129K +739 +0.4%
CIS
1009
Connors Investor Services
Pennsylvania
$40.2M +$1.91M +10,975 +6%
VCA
1010
Verdence Capital Advisors
Maryland
$40.1M +$65.2K +374 +0.2%
CFS
1011
CRA Financial Services
New Jersey
$40.1M -$197K -1,130 -0.5%
TF
1012
Tompkins Financial
New York
$40.1M -$1.43M -8,230 -4%
HIM
1013
HughesLittle Investment Management
$40M -$3.14M -18,030 -8%
EVM
1014
Evelyn V. Moreno
$40M -$612K -3,513 -2%
GWM
1015
Greenwich Wealth Management
Connecticut
$40M -$25.5M -146,541 -42%
RWA
1016
Ropes Wealth Advisors
Massachusetts
$39.9M +$2.04M +11,692 +6%
PDM
1017
Penn Davis McFarland
Texas
$39.9M -$1.85M -10,617 -5%
VWA
1018
V Wealth Advisors
Kansas
$39.8M -$155K -889 -0.4%
OAM
1019
Ostrum Asset Management
France
$39.8M -$727K -4,170 -2%
AWE
1020
Avidian Wealth Enterprises
Texas
$39.7M -$13.5M -77,636 -28%
NRG
1021
Nemes Rush Group
Michigan
$39.6M +$35.6M +204,282 New
AMCA
1022
Arthur M. Cohen & Associates
Illinois
$39.5M -$1.06M -6,102 -3%
LF
1023
Lannebo Fonder
Sweden
$39.5M – – –
EWM
1024
Endurance Wealth Management
Rhode Island
$39.4M -$60.3K -346 -0.2%
NGA
1025
Naples Global Advisors
Florida
$39.4M +$5.11M +29,300 +17%
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