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Name Holding Trade Value Shares
Change 		Change in
Stake
FAMI
1001
Fideuram Asset Management (Ireland)
$63.6M +$68.5M +255,040 New
PCM
1002
Palisade Capital Management
New Jersey
$63.6M -$99.3K -370 -0.2%
KF
1003
Krilogy Financial
Missouri
$63.5M -$3.54M -13,203 -5%
BWFA
1004
Baltimore-Washington Financial Advisors
Maryland
$63.5M +$939K +3,498 +2%
SWP
1005
Sagespring Wealth Partners
Tennessee
$63.4M +$3.57M +13,287 +6%
SCI
1006
S&CO Inc
Massachusetts
$63.3M -$43K -160 -0.1%
CAU
1007
Caxton Associates (UK)
$63.1M -$516M -1,920,449 -89%
SAA
1008
Southeast Asset Advisors
Georgia
$63.1M -$1.36M -5,071 -2%
PAG
1009
Private Advisory Group
Washington
$63.1M -$137K -512 -0.2%
JWM
1010
JGP Wealth Management
Oregon
$63M +$3.2M +11,904 +5%
VWM
1011
Venturi Wealth Management
Texas
$62.9M +$3.67M +13,682 +6%
FDP
1012
Financiere des Professionnels
Quebec, Canada
$62.8M +$12.3M +45,948 +25%
HT
1013
Heritage Trust
Oklahoma
$62.7M +$6.43M +23,970 +12%
AC
1014
Avenir Corporation
Virginia
$62.7M -$868K -3,234 -1%
IUHSA
1015
Itau Unibanco Holding S.A.
Brazil
$62.7M +$41.5M +154,667 +204%
UAS
1016
United Asset Strategies
New York
$62.5M +$343K +1,278 +0.6%
BP
1017
BBR Partners
New York
$62.4M +$4.01M +14,921 +7%
PWMAG
1018
Pinnacle Wealth Management Advisory Group
New Jersey
$62.3M +$186K +694 +0.3%
GH
1019
GAM Holding
Switzerland
$62.2M +$4.41M +16,422 +8%
VCM
1020
Vision Capital Management
Oregon
$62M -$1.79M -6,678 -3%
NCM
1021
Novare Capital Management
North Carolina
$61.9M +$34.6K +129 +0.1%
PWM
1022
Platform Wealth Management
Utah
$61.9M +$61.1M +227,553 New
MC
1023
Middleton & Co
Massachusetts
$61.8M -$1.22M -4,538 -2%
SFO
1024
Stokes Family Office
Louisiana
$61.8M +$273K +1,017 +0.4%
TNB
1025
Thomasville National Bank
Georgia
$61.5M -$190K -709 -0.3%
39 40
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