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Name Holding Trade Value Shares
Change
Change in
Stake
CI
851
Cambiar Investors
Colorado
$59.1M +$6M +30,315 +13%
DAS
852
Diversify Advisory Services
Utah
$59.1M +$17.1M +86,555 +48%
BRWA
853
B. Riley Wealth Advisors
Florida
$59.1M +$53.3M +269,230 New
LA
854
LM Advisors
California
$58.8M +$3.85M +19,456 +8%
KCM
855
Kornitzer Capital Management
Kansas
$58.8M +$1.35M +6,828 +3%
NEI
856
Northwest & Ethical Investments
Ontario, Canada
$58.5M -$1.17M -5,914 -2%
EQF
857
Evergreen Quality Fund
Cayman Islands
$58.4M
LOAME
858
Lombard Odier Asset Management (Europe)
United Kingdom
$58.2M +$8.15M +41,161 +18%
B
859
Bailard
California
$58M +$479K +2,423 +0.9%
SSWM
860
Smith Salley Wealth Management
North Carolina
$57.8M +$1.47M +7,453 +3%
SPS
861
Susquehanna Portfolio Strategies
Pennsylvania
$57.8M +$52.1M +263,293 New
NCA
862
Newbrook Capital Advisors
New York
$57.7M -$39.2M -198,325 -43%
BGC
863
Blue Grotto Capital
Georgia
$57.5M +$12.3M +62,308 +31%
CIA
864
Capital Investment Advisors
Georgia
$57.5M +$1.88M +9,513 +4%
CS
865
Central Securities
New York
$57M +$4.95M +25,000 +11%
AWA
866
Arkadios Wealth Advisors
Georgia
$56.9M +$320K +1,617 +0.6%
QCG
867
Quadrant Capital Group
Ohio
$56.7M +$5.66M +28,607 +12%
BFO
868
Boston Family Office
Massachusetts
$56.5M +$1.93M +9,746 +4%
SCM
869
Suvretta Capital Management
New York
$56.5M -$19.1M -96,731 -27%
UM
870
Ulysses Management
New York
$56.5M
SW
871
SVB Wealth
Massachusetts
$56.5M -$16.3M -82,524 -24%
FTWA
872
Fifth Third Wealth Advisors
Ohio
$56.4M +$3.61M +18,250 +8%
DT
873
Diversified Trust
Tennessee
$56.4M -$331K -1,672 -0.6%
MADR
874
Milestones Administradora de Recursos
Brazil
$56.3M -$1.4M -7,065 -3%
MWA
875
Miller Wealth Advisors
Colorado
$56.2M -$806K -4,073 -2%