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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1151
Capital Asset Advisory Services
Michigan
$45.2M -$1.8M -7,946 -4%
BA
1152
Bristlecone Advisors
Washington
$45.2M -$4.74M -20,962 -11%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$45.2M -$756K -3,348 -2%
WWA
1154
WCG Wealth Advisors
Nevada
$45.2M -$2.36M -10,453 -6%
CT
1155
Coastline Trust
Rhode Island
$45.2M -$296K -1,312 -0.7%
FA
1156
Fagan Associates
New York
$45M -$354K -1,566 -0.9%
DCA
1157
DSG Capital Advisors
Minnesota
$45M -$653K -2,892 -2%
WA
1158
Wealth Architects
California
$44.9M -$2.53M -11,191 -6%
Edgewood Management
1159
Edgewood Management
Connecticut
$44.9M -$5.23M -23,172 -12%
AWAG
1160
ARS Wealth Advisors Group
Florida
$44.9M -$428K -1,893 -1%
RG
1161
Renaissance Group
Kentucky
$44.6M -$3.21M -14,196 -7%
DLA
1162
Douglas Lane & Associates
New York
$44.4M +$164K +727 +0.4%
SBFM
1163
S-Bank Fund Management
Finland
$44.4M +$9.2M +40,705 +30%
TAM
1164
Trust Asset Management
Texas
$44.3M
SEM
1165
Suncoast Equity Management
Florida
$44.2M +$231K +1,022 +0.6%
PCM
1166
Penserra Capital Management
California
$44.2M +$4.3M +19,031 +12%
GAM
1167
Griffin Asset Management
New York
$44.2M -$645K -2,854 -2%
WIC
1168
Woodmont Investment Counsel
Tennessee
$43.9M -$1.85M -8,168 -5%
AA
1169
Aire Advisors
California
$43.9M -$929K -4,113 -2%
QI
1170
Qtron Investments
Massachusetts
$43.8M -$848K -3,754 -2%
AMCA
1171
Arthur M. Cohen & Associates
Illinois
$43.4M -$668K -2,955 -2%
RSVP
1172
Ramsay Stattman Vela & Price
Colorado
$43.4M -$550K -2,433 -1%
TSW
1173
Thompson Siegel & Walmsley
Virginia
$43.4M -$242K -1,072 -0.6%
VIP
1174
Vantage Investment Partners
Missouri
$43.3M -$178K -786 -0.5%
SPG
1175
Strategic Planning Group
Utah
$43.2M +$7.45M +32,959 +24%