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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1176
Winslow Asset Management
Ohio
$44.4M -$2.48M -10,518 -6%
SVWG
1177
Shared Vision Wealth Group
United States
$44.4M -$358K -1,521 -0.9%
BCM
1178
Bowie Capital Management
Texas
$44.3M -$3.56M -15,099 -8%
CI
1179
CX Institutional
Indiana
$44.3M +$4.36M +18,481 +12%
NFG
1180
Nations Financial Group
Iowa
$44.3M -$4.33M -18,388 -9%
GLA
1181
Good Life Advisors
Pennsylvania
$44.3M -$737K -3,127 -2%
GIM
1182
Generate Investment Management
New Zealand
$44.2M -$20.8M -88,052 -33%
RWA
1183
River Wealth Advisors
Pennsylvania
$44.2M -$157K -665 -0.4%
WTB
1184
Washington Trust Bank
Washington
$44.1M -$1.65M -6,998 -4%
BA
1185
Bridgewater Advisors
New York
$44.1M -$1.57M -6,654 -3%
GBT
1186
Grove Bank & Trust
Florida
$44.1M +$627K +2,662 +2%
BOH
1187
Bank of Hawaii
Hawaii
$44M -$219K -930 -0.5%
CA
1188
CSM Advisors
Pennsylvania
$44M -$968K -4,107 -2%
LCM
1189
Lazari Capital Management
California
$43.9M +$6.54M +27,734 +19%
WA
1190
Wealth Architects
California
$43.9M -$1.6M -6,800 -4%
KJHP
1191
K.J. Harrison & Partners
Ontario, Canada
$43.8M -$790K -3,350 -2%
ESBC
1192
E.S. Barr & Co
Kentucky
$43.8M -$416K -1,764 -1%
QI
1193
Qtron Investments
Massachusetts
$43.7M -$608K -2,578 -1%
TWM
1194
TriaGen Wealth Management
California
$43.7M +$698K +2,961 +2%
HPG
1195
Harvest Portfolios Group
Ontario, Canada
$43.7M -$2.81M -11,931 -6%
BCMO
1196
Buckingham Capital Management (Ohio)
Ohio
$43.7M -$835K -3,542 -2%
UAS
1197
United Asset Strategies
New York
$43.6M -$2.69M -11,407 -6%
NCM
1198
Novare Capital Management
North Carolina
$43.6M -$197K -834 -0.5%
AWA
1199
Arete Wealth Advisors
Illinois
$43.3M +$11.2M +47,356 +38%
CA
1200
CoreCap Advisors
Michigan
$43.2M -$4.3M -18,261 -10%
46 47
48
49 50