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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1051
JGP Wealth Management
Oregon
$28.8M +$486K +3,098 +2%
KLWA
1052
Kelly Lawrence W & Associates
California
$28.7M +$388K +2,470 +1%
AWA
1053
Arkadios Wealth Advisors
Georgia
$28.7M +$3.29M +20,949 +11%
OPS
1054
Orion Portfolio Solutions
Nebraska
$28.7M +$1.17M +7,445 +4%
DAM
1055
Draper Asset Management
New York
$28.6M +$198K +1,264 +0.6%
BCP
1056
Blue Chip Partners
Michigan
$28.5M +$312K +1,987 +1%
JA
1057
JLB & Associates
Michigan
$28.5M -$224K -1,430 -0.7%
SWA
1058
SFMG Wealth Advisors
Texas
$28.4M -$60.7K -387 -0.2%
WFA
1059
Wipfli Financial Advisors
Wisconsin
$28.4M +$31.8M +202,575 +6,719%
AF
1060
Apexium Financial
Texas
$28.4M +$15.2M +96,679 +89%
AW
1061
ACG Wealth
Georgia
$28.3M -$696K -4,437 -2%
GAG
1062
GM Advisory Group
New York
$28.3M -$972K -6,191 -3%
MCM
1063
Mitchell Capital Management
Kansas
$28.3M +$130K +826 +0.4%
RCAMU
1064
Rothschild & Co Asset Management US
Connecticut
$28.3M +$543K +3,461 +2%
CA
1065
Callahan Advisors
Texas
$28.2M -$1.1M -7,005 -3%
LPT
1066
Legacy Private Trust
Wisconsin
$28.2M -$979K -6,237 -3%
GL
1067
Graypoint LLC
New York
$28.2M +$2.49M +15,870 +8%
ESBC
1068
E.S. Barr & Co
Kentucky
$28.1M -$643K -4,100 -2%
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$28.1M -$148K -940 -0.5%
SCM
1070
Schnieders Capital Management
California
$28.1M +$5.66M +36,079 +22%
SFP
1071
Sandbox Financial Partners
Maryland
$28.1M -$1.18M -7,527 -4%
GAM
1072
Griffin Asset Management
New York
$28M -$282K -1,798 -0.9%
RT
1073
Rockland Trust
Massachusetts
$28M +$8.32M +53,027 +36%
VCA
1074
Verdence Capital Advisors
Maryland
$27.9M -$244K -1,553 -0.8%
GIP
1075
Greatmark Investment Partners
Georgia
$27.9M -$305K -1,945 -1%
41 42
43
44 45