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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$56.3M +$3.93M +17,173 +8%
HIA
952
Harbor Investment Advisory
Maryland
$56.2M +$1.68M +7,329 +2%
MLL
953
Moody Lynn & Lieberson
Massachusetts
$56M -$1.53M -6,694 -3%
FNBT
954
FineMark National Bank & Trust
Florida
$55.8M -$422K -1,845 -0.8%
UF
955
Univest Financial
Pennsylvania
$55.8M -$163K -714 -0.3%
MWM
956
Modera Wealth Management
New Jersey
$55.7M -$232K -1,013 -0.4%
SIA
957
Sit Investment Associates
Minnesota
$55.4M -$484K -2,115 -0.9%
FNT
958
First National Trust
Pennsylvania
$55.4M -$137K -600 -0.2%
RWP
959
RWA Wealth Partners
Massachusetts
$55.4M +$4.61M +20,138 +9%
LOAME
960
Lombard Odier Asset Management (Europe)
United Kingdom
$55.4M +$54.9M +239,824 New
BFS
961
Baskin Financial Services
Ontario, Canada
$55.3M -$435K -1,901 -0.8%
PCA
962
Pallas Capital Advisors
Massachusetts
$55M +$1.97M +8,600 +4%
GWMR
963
GC Wealth Management RIA
Massachusetts
$54.9M -$29M -126,695 -35%
FDCP
964
Foster Dykema Cabot & Partners
Massachusetts
$54.8M -$828K -3,619 -2%
CI
965
Cambiar Investors
Colorado
$54.7M -$1.98M -8,669 -4%
BIG
966
Brooklyn Investment Group
New York
$54.4M +$27.3M +119,497 +104%
WAS
967
Wesleyan Assurance Society
United Kingdom
$54.4M +$332K +1,450 +0.6%
EGA
968
Eagle Global Advisors
Texas
$54.2M -$24.5K -107 -0%
HTHT
969
Hemenway Trust Hemenway Trust
New Hampshire
$54.1M -$40K -175 -0.1%
GS
970
GTS Securities
Florida
$54.1M +$10.2M +44,773 +24%
OMG
971
One Madison Group
New York
$54M -$5.95M -26,000 -10%
AFG
972
Atomi Financial Group
New York
$54M +$12.8M +55,733 +31%
TSM
973
Two Star Manager
Florida
$53.9M +$2.53M +11,052 +5%
UFM
974
Ursa Fund Management
California
$53.9M +$53.4M +233,500 New
VM
975
Venator Management
Pennsylvania
$53.6M +$2.3M +10,042 +5%