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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Avitas Wealth Management
California
$36.6M +$9.6M +57,093 +37%
RSVP
1052
Ramsay Stattman Vela & Price
Colorado
$36.6M +$4.74M +28,180 +16%
FF
1053
FourThought Financial
Florida
$36.6M +$537K +3,192 +2%
PFS
1054
Physicians Financial Services
North Carolina
$36.5M +$444K +2,640 +1%
ALAM
1055
Asahi Life Asset Management
Japan
$36.4M -$2.39M -14,222 -6%
LC
1056
Lindbrook Capital
California
$36.4M +$2.72M +16,183 +8%
ESBC
1057
E.S. Barr & Co
Kentucky
$36.3M -$129K -765 -0.4%
OPS
1058
Orion Portfolio Solutions
Nebraska
$36.3M +$335K +1,992 +1%
GI
1059
GAMCO Investors
Connecticut
$36.3M -$219K -1,301 -0.6%
FG
1060
Fiduciary Group
Georgia
$36.2M -$953K -5,670 -2%
HH
1061
Hilltop Holdings
Texas
$36.2M -$1.78M -10,576 -5%
AAS
1062
Annex Advisory Services
Wisconsin
$36.2M +$1.7M +10,089 +5%
DGAM
1063
Desjardins Global Asset Management
Quebec, Canada
$36.1M +$5.21M +30,954 +18%
RCAMU
1064
Rothschild & Co Asset Management US
Connecticut
$36M +$1.02M +6,069 +3%
OA
1065
Oxbow Advisors
Texas
$35.9M +$86.6K +515 +0.3%
MMG
1066
Monetary Management Group
Missouri
$35.9M -$67.3K -400 -0.2%
JIR
1067
James Investment Research
Ohio
$35.9M -$1.68M -10,014 -5%
AC
1068
Addenda Capital
Quebec, Canada
$35.8M +$411K +2,442 +1%
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$35.7M -$210K -1,250 -0.6%
LPT
1070
Legacy Private Trust
Wisconsin
$35.7M -$812K -4,828 -2%
EW
1071
Evoke Wealth
California
$35.7M +$123K +732 +0.4%
TAIM
1072
Te Ahumairangi Investment Management
New Zealand
$35.7M -$1.71M -10,180 -5%
PWMAG
1073
Pinnacle Wealth Management Advisory Group
New Jersey
$35.7M +$1.52M +9,017 +5%
GAM
1074
Griffin Asset Management
New York
$35.7M -$671K -3,990 -2%
SC
1075
Saybrook Capital
North Carolina
$35.6M -$1.06M -6,305 -3%
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