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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1126
Lyell Wealth Management
California
$37.7M -$543K -2,688 -1%
PDM
1127
Penn Davis McFarland
Texas
$37.6M -$289K -1,429 -0.8%
OWA
1128
Octavia Wealth Advisors
Ohio
$37.6M -$1.94M -9,614 -5%
CANC
1129
Culbertson A N & Co
Virginia
$37.4M -$928K -4,597 -2%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$37.3M +$1.73M +8,562 +5%
LPT
1131
Legacy Private Trust
Wisconsin
$37.3M -$1.23M -6,101 -3%
IA
1132
Integrity Alliance
Iowa
$37.2M -$28.4M -140,771 -44%
SAM
1133
Sawgrass Asset Management
Florida
$37.2M -$4.81M -23,806 -12%
CA
1134
CSM Advisors
Pennsylvania
$37.1M +$1.48M +7,325 +4%
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
$37.1M +$2.07M +10,259 +6%
WIC
1136
Woodmont Investment Counsel
Tennessee
$37.1M +$625K +3,097 +2%
SVWG
1137
Shared Vision Wealth Group
United States
$36.9M +$112K +554 +0.3%
DCA
1138
DSG Capital Advisors
Minnesota
$36.8M +$150K +744 +0.4%
SC
1139
Syon Capital
California
$36.8M +$955K +4,731 +3%
BHCM
1140
Brevan Howard Capital Management
Jersey
$36.7M -$37.7M -186,585 -51%
CT
1141
Coastline Trust
Rhode Island
$36.7M -$186K -923 -0.5%
FA
1142
Fagan Associates
New York
$36.6M -$1.06M -5,239 -3%
CCA
1143
Checchi Capital Advisers
California
$36.6M -$2.63M -13,021 -7%
AWAG
1144
ARS Wealth Advisors Group
Florida
$36.5M +$36M +178,098 New
EWA
1145
EverSource Wealth Advisors
Alabama
$36.5M -$4.85M -24,023 -12%
CWS
1146
Confluence Wealth Services
Pennsylvania
$36.5M -$2.46M -12,178 -6%
GAM
1147
Griffin Asset Management
New York
$36.2M -$373K -1,848 -1%
AA
1148
Aire Advisors
California
$36.2M -$64.2K -318 -0.2%
BTI
1149
Blue Trust Inc
Georgia
$36.2M +$1.3M +6,443 +4%
QI
1150
Qtron Investments
Massachusetts
$36M – – –
44 45
46
47 48