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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1226
Bordeaux Wealth Advisors
California
$42.3M -$632K -2,680 -2%
QIM
1227
Quantitative Investment Management
Virginia
$42.3M +$24.5M +104,091 +160%
SN
1228
Sittner & Nelson
Oregon
$42.3M -$124K -528 -0.3%
BFG
1229
Berger Financial Group
Minnesota
$42.2M -$588K -2,493 -1%
JA
1230
JLB & Associates
Michigan
$42.1M -$1.04M -4,429 -3%
SIG
1231
Sargent Investment Group
Maryland
$41.9M +$5.51M +23,389 +15%
TAM
1232
Trust Asset Management
Texas
$41.8M
GIA
1233
GHP Investment Advisors
Colorado
$41.7M -$538K -2,281 -1%
BTI
1234
Blue Trust Inc
Georgia
$41.7M -$8.95M -37,970 -19%
WPC
1235
Waters Parkerson & Co
Louisiana
$41.7M +$645K +2,737 +2%
MWA
1236
Miller Wealth Advisors
Colorado
$41.6M -$673K -2,855 -2%
NAS
1237
NWF Advisory Services
California
$41.5M +$6.88M +29,179 +21%
FFG
1238
Fiduciary Financial Group
California
$41.4M +$1.18K +5 +0%
VIP
1239
Vantage Investment Partners
Missouri
$41.4M -$1.54M -6,550 -4%
SC
1240
Saybrook Capital
North Carolina
$41.4M -$339K -1,440 -0.9%
AMBIA
1241
Allen Mooney & Barnes Investment Advisors
Georgia
$41.4M -$651K -2,761 -2%
PCM
1242
Pennsylvania Capital Management
Pennsylvania
$41.3M -$13.9K -59 -0%
IHG
1243
Insight Holdings Group
New York
$41.3M -$24.7M -104,730 -39%
TTWM
1244
TCV Trust & Wealth Management
Virginia
$41.3M +$14.4K +61 +0%
CCM
1245
Campbell Capital Management
Florida
$41.2M -$2.31M -9,805 -6%
DP
1246
DDD Partners
Washington
$41.2M -$2.68M -11,383 -6%
KC
1247
Knuff & Co
California
$41.2M -$861K -3,652 -2%
WP
1248
Westmount Partners
California
$41.2M -$61.3K -260 -0.2%
MCM
1249
Mitchell Capital Management
Kansas
$41.2M -$1.11M -4,692 -3%
PIA
1250
Perennial Investment Advisors
California
$41.1M -$1.09M -4,613 -3%