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Name Holding Trade Value Shares
Change
Change in
Stake
VEPM
1251
Vista Equity Partners Management
California
$13.7M -$3.83M -23,980 -22%
BC
1252
Burney Company
Virginia
$13.7M -$1.46M -9,140 -10%
SGA
1253
Strategic Global Advisors
California
$13.7M +$871K +5,460 +7%
FA
1254
FDx Advisors
Illinois
$13.6M -$3.2M -20,040 -19%
Vanguard Personalized Indexing Management
1255
Vanguard Personalized Indexing Management
California
$13.6M +$1.33M +8,360 +11%
SWA
1256
SOA Wealth Advisors
New York
$13.6M +$13.2M +82,840 New
AWE
1257
Avidian Wealth Enterprises
Texas
$13.5M -$616K -3,860 -4%
RWM
1258
RKL Wealth Management
Pennsylvania
$13.5M -$348K -2,180 -3%
LWAC
1259
Laurel Wealth Advisors (California)
California
$13.5M +$121K +760 +0.9%
PGIM
1260
Pacific Global Investment Management
California
$13.5M +$19.1K +120 +0.1%
PJSIMP
1261
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.5M +$156K +980 +1%
MOS
1262
MGO One Seven
Ohio
$13.5M +$638K +4,000 +5%
CA
1263
Cullinan Associates
Kentucky
$13.5M -$140K -880 -1%
SFP
1264
Sandbox Financial Partners
Maryland
$13.5M +$13.2M +82,800 New
Capstone Investment Advisors
1265
Capstone Investment Advisors
New York
$13.5M +$13M +81,540 +7,692%
WEC
1266
Winslow Evans & Crocker
Massachusetts
$13.4M +$900K +5,640 +7%
HB
1267
Homrich & Berg
Georgia
$13.4M +$1.61M +10,120 +14%
CFGS
1268
Concourse Financial Group Securities
Alabama
$13.4M +$1.39M +8,700 +11%
GP
1269
Girard Partners
Pennsylvania
$13.4M +$255K +1,600 +2%
CCT
1270
Chemung Canal Trust
New York
$13.4M +$654K +4,100 +5%
WBC
1271
West Branch Capital
Massachusetts
$13.4M -$118K -740 -0.9%
PCA
1272
Prospect Capital Advisors
California
$13.3M -$4.84M -30,300 -27%
CCM
1273
Consolidated Capital Management
California
$13.3M -$5.56M -34,820 -30%
FPCM
1274
Financial Partners Capital Management
New York
$13.3M -$28.7K -180 -0.2%
NL
1275
NKCFO LLC
Illinois
$13.3M