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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1101
Sumitomo Mitsui Financial Group
Japan
$20.3M +$866K +5,060 +4%
NRS
1102
Neville Rodie & Shaw
New York
$20.2M -$452K -2,640 -2%
FAT
1103
First American Trust
California
$20.1M +$284K +1,660 +1%
SC
1104
Savant Capital
Illinois
$20.1M +$418K +2,440 +2%
RIA
1105
Realta Investment Advisors
Delaware
$20M -$407K -2,380 -2%
LDFR
1106
Lehman & Derafelo Financial Resources
Pennsylvania
$20M -$20.5K -120 -0.1%
TCM
1107
Trybe Capital Management
Connecticut
$20M +$4.18M +24,440 +26%
IMPI
1108
Ilmarinen Mutual Pension Insurance
Finland
$20M
BCM
1109
Bornite Capital Management
New York
$20M +$20.5M +120,000 New
SCM
1110
Stormborn Capital Management
Connecticut
$20M +$20.5M +120,000 New
EFS
1111
Essex Financial Services
Connecticut
$20M -$315K -1,840 -2%
VW
1112
Vantage Wealth
California
$20M +$2.88M +16,820 +16%
XWM
1113
Xcel Wealth Management
Florida
$19.9M -$123K -720 -0.6%
YWP
1114
YorkBridge Wealth Partners
New York
$19.9M +$2.16M +12,600 +12%
VAS
1115
Vestmark Advisory Solutions
Massachusetts
$19.9M +$2.09M +12,240 +11%
SCM
1116
Saber Capital Management
North Carolina
$19.9M +$20.4M +119,360 New
CCM
1117
Coerente Capital Management
Ontario, Canada
$19.9M +$54.8K +320 +0.3%
EH
1118
Equitable Holdings
New York
$19.9M +$1.04M +6,100 +5%
CT
1119
Coastline Trust
Rhode Island
$19.8M +$435K +2,540 +2%
SC
1120
Scholtz & Company
Connecticut
$19.8M +$222K +1,300 +1%
DAS
1121
Dynamic Advisor Solutions
Arizona
$19.7M -$798K -4,660 -4%
MCM
1122
McDonough Capital Management
Florida
$19.7M +$20.2M +118,200 New
ANBT
1123
American National Bank & Trust
Texas
$19.7M -$54.8K -320 -0.3%
CG
1124
Caprock Group
Idaho
$19.7M +$274K +1,600 +1%
WANY
1125
Wealthspire Advisors (New York)
New York
$19.6M -$3.16M -18,460 -14%