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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1226
Renaissance Group
Kentucky
$44.8M -$2.78M -10,349 -6%
DF
1227
DNCA Finance
France
$44.7M – – –
GBT
1228
Grove Bank & Trust
Florida
$44.7M +$211K +787 +0.5%
DP
1229
DDD Partners
Washington
$44.7M +$1.03M +3,847 +2%
WA
1230
Wealth Architects
California
$44.6M -$3.32M -12,370 -7%
SVWG
1231
Shared Vision Wealth Group
United States
$44.5M -$690K -2,572 -1%
PIA
1232
Perennial Investment Advisors
California
$44.5M -$121K -450 -0.3%
GIA
1233
GHP Investment Advisors
Colorado
$44.3M -$1.03M -3,841 -2%
LOWM
1234
Laurel Oak Wealth Management
New Jersey
$44.3M +$43.8M +163,031 New
FNA
1235
First National Advisers
Nebraska
$44.3M -$1.87M -6,967 -4%
MMA
1236
Mizuho Markets Americas
New York
$44.2M -$19.5M -72,500 -31%
NFG
1237
Nations Financial Group
Iowa
$44.1M +$2.75M +10,241 +7%
CCA
1238
Checchi Capital Advisers
California
$44M -$368K -1,370 -0.8%
WAM
1239
Winslow Asset Management
Ohio
$44M -$696K -2,593 -2%
ZIG
1240
Zullo Investment Group
Pennsylvania
$43.9M -$146K -542 -0.3%
MWA
1241
Miller Wealth Advisors
Colorado
$43.9M -$215K -802 -0.5%
BFIC
1242
Bedell Frazier Investment Counselling
California
$43.9M +$1.72M +6,414 +4%
RDWM
1243
Red Door Wealth Management
Tennessee
$43.8M -$2.13M -7,917 -5%
AWA
1244
Arete Wealth Advisors
Illinois
$43.7M +$1.57M +5,840 +4%
BFG
1245
Berger Financial Group
Minnesota
$43.7M -$771K -2,873 -2%
TFA
1246
Teamwork Financial Advisors
Texas
$43.6M -$2.03M -7,566 -5%
PPW
1247
Parcion Private Wealth
Washington
$43.5M +$442K +1,647 +1%
QI
1248
Qtron Investments
Massachusetts
$43.3M -$3.34M -12,455 -7%
OFG
1249
Oxford Financial Group
Indiana
$43.3M +$5.92M +22,063 +16%
KC
1250
Knuff & Co
California
$43.2M +$752K +2,803 +2%
48 49
50
51 52