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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1001
YHB Investment Advisors
Connecticut
$45M -$94.2K -428 -0.2%
PAG
1002
Private Advisory Group
Washington
$45M +$3.95M +17,934 +9%
IWM
1003
IHT Wealth Management
Illinois
$44.8M +$1.61M +7,330 +4%
NPF
1004
Norris Perne & French
Michigan
$44.8M -$1.38M -6,254 -3%
IAS
1005
Insigneo Advisory Services
Florida
$44.8M +$1.85M +8,399 +4%
ISL
1006
Ingalls & Snyder LLC
New York
$44.8M +$1.25M +5,700 +3%
VC
1007
Vestor Capital
Illinois
$44.8M -$2.72M -12,359 -5%
RC
1008
Roundview Capital
New Jersey
$44.4M +$590K +2,680 +1%
MAM
1009
Martingale Asset Management
Massachusetts
$44.3M -$2.96M -13,426 -6%
CDDEC
1010
Caisse Des Depots Et Consignations
France
$44.2M +$567K +2,575 +1%
JCM
1011
Jag Capital Management
Missouri
$44.1M +$7.25M +32,923 +18%
DA
1012
Dash Acquisitions
California
$44.1M +$1.23M +5,575 +3%
SW
1013
SVB Wealth
Massachusetts
$44M +$778K +3,535 +2%
MAS
1014
Meeder Advisory Services
Ohio
$43.9M +$1.24M +5,648 +3%
SI
1015
Sora Investors
Pennsylvania
$43.9M +$1.05M +4,771 +2%
NAAA
1016
New Age Alpha Advisors
New York
$43.5M -$13M -59,269 -22%
WTA
1017
Washington Trust Advisors
Massachusetts
$43.2M -$763K -3,466 -2%
KIA
1018
Knollwood Investment Advisory
Maryland
$43.1M
NPA
1019
Nichols & Pratt Advisers
Massachusetts
$43M +$928K +4,213 +2%
AIP
1020
ARS Investment Partners
New York
$42.8M +$5.12M +23,262 +13%
FMI
1021
F/M Investments
District of Columbia
$42.8M -$28.9M -131,312 -39%
WFA
1022
Wedbush Fund Advisers
California
$42.6M +$279K +1,269 +0.6%
BP
1023
Ballentine Partners
Massachusetts
$42.6M +$3.79M +17,197 +9%
HCMT
1024
Highland Capital Management (Tennessee)
Tennessee
$42.5M +$65.4K +297 +0.1%
CCM
1025
Check Capital Management
California
$42.5M +$44.2M +200,606 +5,763%