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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
1301
Xcel Wealth Management
Florida
$31.1M -$846K -3,371 -3%
SC
1302
Syon Capital
California
$31.1M +$3.02M +12,033 +10%
ACIM
1303
Azimuth Capital Investment Management
Michigan
$31.1M +$6.23M +24,833 +23%
CFD
1304
Creative Financial Designs
Indiana
$31.1M +$331K +1,317 +1%
HC
1305
Headwater Capital
China
$31M +$32.6M +130,000 New
MCM
1306
Makena Capital Management
California
$30.9M -$4.36M -17,363 -12%
MIC
1307
Maxi Investments CY
Cyprus
$30.9M -$15.8M -62,884 -33%
AMCA
1308
Arthur M. Cohen & Associates
Illinois
$30.8M -$366K -1,460 -1%
NCM
1309
Northside Capital Management
Oregon
$30.8M -$24.1K -96 -0.1%
JPMIA
1310
J.P. Marvel Investment Advisors
Massachusetts
$30.7M +$31.6K +126 +0.1%
ANTB
1311
AMG National Trust Bank
Colorado
$30.7M -$1.13M -4,504 -3%
TVPW
1312
Third View Private Wealth
Connecticut
$30.6M +$482K +1,922 +2%
GGH
1313
GCM Grosvenor Holdings
Illinois
$30.5M
SHGA
1314
Sand Hill Global Advisors
California
$30.4M +$48.7K +194 +0.2%
RCP
1315
Rothschild Capital Partners
New York
$30.4M -$537K -2,141 -2%
LIP
1316
Lighthouse Investment Partners
Florida
$30.4M -$14.8M -59,051 -32%
MG
1317
Mather Group
Illinois
$30.3M +$9.63M +38,347 +43%
EIA
1318
Emerald Investment Advisers
Pennsylvania
$30.3M +$2.14M +8,521 +7%
CISOA
1319
Capital Investment Services of America
Wisconsin
$30.1M -$747K -2,975 -2%
BRA
1320
Bender Robert & Associates
California
$30.1M -$141K -560 -0.4%
CA
1321
Cullinan Associates
Kentucky
$30.1M +$2.13M +8,500 +7%
MASUI
1322
MIRAE ASSET SECURITIES (USA) INC.
New York
$30M +$31.6M +125,951 New
IEFM
1323
IQ EQ Fund Management
Ireland
$30M +$2.44M +9,732 +8%
BWP
1324
Burling Wealth Partners
Illinois
$30M +$188K +748 +0.6%
TCWA
1325
Turtle Creek Wealth Advisors
Texas
$30M +$3.33M +13,271 +12%