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Name Holding Trade Value Shares
Change
Change in
Stake
FG
1001
Fiduciary Group
Georgia
$51.9M +$86.4K +387 +0.2%
SWA
1002
SFMG Wealth Advisors
Texas
$51.8M -$471K -2,108 -0.9%
FAM
1003
Formidable Asset Management
Ohio
$51.7M -$1.08M -4,818 -2%
PCA
1004
Pallas Capital Advisors
Massachusetts
$51.6M +$1.64M +7,365 +3%
CM
1005
Churchill Management
California
$51.5M +$748K +3,348 +2%
TCOT
1006
Trust Company of Toledo
Ohio
$51.4M -$310K -1,388 -0.6%
GG
1007
Greenwood Gearhart
Arkansas
$51.4M +$3.11M +13,907 +7%
TI
1008
Trexquant Investment
Connecticut
$51.3M +$5.05M +22,604 +11%
JWM
1009
JGP Wealth Management
Oregon
$51.2M +$2.44M +10,945 +5%
NSLI
1010
Nan Shan Life Insurance
Taiwan
$51.1M -$52.8M -236,575 -52%
ET
1011
Equitable Trust
Tennessee
$51M +$207K +928 +0.4%
SBWIC
1012
Schaper Benz & Wise Investment Counsel
Wisconsin
$51M +$720K +3,222 +1%
ST
1013
Spinnaker Trust
Maine
$50.9M -$355K -1,589 -0.7%
VWA
1014
Visionary Wealth Advisors
Illinois
$50.9M -$829K -3,710 -2%
PFS
1015
Physicians Financial Services
North Carolina
$50.9M -$589K -2,638 -1%
WPC
1016
Wedmont Private Capital
Pennsylvania
$50.9M +$5.57M +24,928 +12%
FCP
1017
Fidelis Capital Partners
Florida
$50.9M +$3.26M +14,616 +7%
GL
1018
Graypoint LLC
New York
$50.9M -$898K -4,020 -2%
AA
1019
ALPS Advisors
Colorado
$50.8M -$2.79M -12,514 -5%
BA
1020
Bristlecone Advisors
Washington
$50.6M +$1.61M +7,205 +3%
VCA
1021
Verdence Capital Advisors
Maryland
$50.6M +$406K +1,819 +0.8%
SAM
1022
Secure Asset Management
Michigan
$50.5M +$1.59M +7,112 +3%
GFS
1023
GYL Financial Synergies
Connecticut
$50.5M -$1.68M -7,519 -3%
CBTWT
1024
Community Bank & Trust (Waco, Texas)
Texas
$50.4M +$267K +1,197 +0.6%
BCP
1025
Blue Chip Partners
Michigan
$50.3M -$630K -2,819 -1%