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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Sabadell Asset Management
Spain
$31.5M +$29.8M +229,781 New
BWM
1027
Brickley Wealth Management
California
$31.4M -$22.8M -176,310 -43%
BFC
1028
Blue Fin Capital
Rhode Island
$31.4M -$658K -5,081 -2%
ST
1029
Spinnaker Trust
Maine
$31.3M -$533K -4,115 -2%
GAB
1030
German American Bancorp
Indiana
$31.3M +$1.42M +10,962 +5%
TFS
1031
TrustCore Financial Services
Tennessee
$31.2M +$66.7K +515 +0.2%
JAM
1032
JCIC Asset Management
Ontario, Canada
$31.2M -$99.1K -765 -0.4%
CGL
1033
Clarius Group LLC
Washington
$31.1M +$237K +1,831 +0.8%
JA
1034
JLB & Associates
Michigan
$31.1M -$714K -5,509 -2%
LWM
1035
Laidlaw Wealth Management
New York
$31.1M +$1M +7,756 +4%
GAG
1036
GM Advisory Group
New York
$31M +$310K +2,391 +1%
RPC
1037
Rossmore Private Capital
Connecticut
$31M +$338K +2,608 +1%
AC
1038
Avestar Capital
New York
$31M +$93.9K +725 +0.3%
NC
1039
NZS Capital
Colorado
$31M +$29.3M +226,234 New
GIM
1040
Goelzer Investment Management
Indiana
$31M -$105K -807 -0.4%
TFO
1041
Tarbox Family Office
California
$30.9M +$3.84M +29,612 +15%
IM
1042
Islet Management
New York
$30.8M +$29.2M +225,000 New
CCG
1043
Cypress Capital Group
Florida
$30.8M -$690K -5,323 -2%
TW
1044
Transform Wealth
Colorado
$30.8M +$11.1M +85,979 +62%
PJSIMP
1045
P.J. Schmidt Investment Management (PJS)
Wisconsin
$30.7M -$798K -6,156 -3%
DLCIG
1046
D.L. Carlson Investment Group
New Hampshire
$30.6M -$170K -1,309 -0.6%
WC
1047
Woodstock Corp
Massachusetts
$30.4M -$919K -7,096 -3%
FF
1048
FourThought Financial
Florida
$30.4M -$84.2K -650 -0.3%
CCM
1049
Campbell Capital Management
Florida
$30.2M +$90.7K +700 +0.3%
PR
1050
Payden & Rygel
California
$30.2M -$985K -7,600 -3%
40 41
42
43 44