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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1151
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$46.2M -$176K -745 -0.4%
DLA
1152
Douglas Lane & Associates
New York
$46.1M +$361K +1,531 +0.8%
TA
1153
TruWealth Advisors
Louisiana
$46.1M +$615K +2,610 +1%
SAG
1154
SageView Advisory Group
California
$46.1M +$9.16M +38,847 +27%
CT
1155
Coastline Trust
Rhode Island
$45.9M +$138K +584 +0.3%
TSW
1156
Thompson Siegel & Walmsley
Virginia
$45.9M -$3.45M -14,648 -7%
AA
1157
Aire Advisors
California
$45.8M -$78.7K -334 -0.2%
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$45.8M -$1.84M -7,787 -4%
TGAM
1159
TBH Global Asset Management
Tennessee
$45.7M -$1.03M -4,363 -2%
CWP
1160
Cyndeo Wealth Partners
Florida
$45.7M +$1.81M +7,674 +4%
CAG
1161
Csenge Advisory Group
Florida
$45.6M -$6.85M -29,068 -14%
RSVP
1162
Ramsay Stattman Vela & Price
Colorado
$45.6M -$412K -1,750 -1%
MIH
1163
Meitav Investment House
Israel
$45.4M -$17M -72,058 -28%
JPMIA
1164
J.P. Marvel Investment Advisors
Massachusetts
$45.4M -$148K -630 -0.3%
GAM
1165
Griffin Asset Management
New York
$45.3M -$1.22M -5,173 -3%
QIM
1166
Quest Investment Management
Oregon
$45.2M -$14.2M -60,435 -25%
AWM
1167
Avitas Wealth Management
California
$45.1M -$646K -2,739 -1%
AWE
1168
Avidian Wealth Enterprises
Texas
$45M +$151K +642 +0.4%
DMIC
1169
Dixon Mitchell Investment Counsel
British Columbia, Canada
$44.9M -$10.9M -46,433 -21%
SWIG
1170
Strategic Wealth Investment Group
Kentucky
$44.8M -$664K -2,817 -2%
SAM
1171
Synergy Asset Management
Washington
$44.7M +$3.03M +12,846 +8%
AMCA
1172
Arthur M. Cohen & Associates
Illinois
$44.6M -$1.85M -7,845 -4%
B
1173
BetterWealth
California
$44.5M +$8.63M +36,631 +26%
WIC
1174
Woodmont Investment Counsel
Tennessee
$44.5M -$449K -1,904 -1%
EWM
1175
Elite Wealth Management
Washington
$44.5M -$8.88M -37,700 -18%
45 46
47
48 49