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Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Parallel Advisors
California
$22.4M -$940K -9,515 -3%
HC
702
Hillman Company
Pennsylvania
$22.3M
ACA
703
Aptus Capital Advisors
Alabama
$22.2M -$2.33M -23,615 -8%
JLBC
704
J.L. Bainbridge & Co
Florida
$22.2M -$3.45M -34,959 -12%
FDCC
705
Foster Dykema Cabot & Co
Massachusetts
$22M +$9.24M +93,520 +56%
BFO
706
Boston Family Office
Massachusetts
$21.9M -$594K -6,012 -2%
MWM
707
Meridian Wealth Management
Kentucky
$21.9M +$2.24M +22,653 +10%
VCM
708
Vigilant Capital Management
Maine
$21.9M -$2.38M -24,097 -8%
EI
709
Ethic Inc
New York
$21.9M -$1.52M -15,403 -6%
CWM
710
Calamos Wealth Management
Illinois
$21.8M +$3.63M +36,729 +16%
MCM
711
Maple Capital Management
Vermont
$21.8M +$3.61M +36,550 +16%
AFG
712
Albion Financial Group
Utah
$21.7M -$62.1K -629 -0.2%
TI
713
Tidal Investments
Wisconsin
$21.7M -$1.47M -14,854 -5%
CCA
714
Cobblestone Capital Advisors
New York
$21.7M -$308K -3,114 -1%
GGS
715
Galvin Gaustad & Stein
Arizona
$21.7M +$4.38M +44,310 +21%
CGA
716
Compound Global Advisors
Washington
$21.6M +$25.4M +257,390 New
TF
717
Talbot Financial
Washington
$21.5M +$25.3M +255,969 New
CA
718
Cortland Associates
Missouri
$21.5M +$13.9M +140,352 +122%
API
719
Advisor Partners II
California
$21.5M -$4.68M -47,350 -16%
TIM
720
Tikehau Investment Management
France
$21.4M
PTC
721
Petrus Trust Company
Texas
$21.4M +$1.98M +20,000 +9%
EGA
722
Eagle Global Advisors
Texas
$21.4M -$949K -9,609 -4%
CC
723
Cannell & Co
New York
$21.3M -$38.8M -392,350 -61%
NAM
724
NorthCrest Asset Manangement
Minnesota
$21.2M -$504K -5,099 -2%
AssetMark Inc
725
AssetMark Inc
California
$21.2M +$4.29M +43,425 +21%