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Name Holding Trade Value Shares
Change
Change in
Stake
LRI Investments
2151
LRI Investments
Florida
$11.4M +$656K +2,613 +4%
Advisor OS
2152
Advisor OS
Illinois
$11.4M -$1.05M -4,197 -8%
Prairie Wealth Advisors
2153
Prairie Wealth Advisors
Nebraska
$11.4M – – –
SHFA
2154
SS&H Financial Advisors
Michigan
$11.4M +$12M +47,805 New
Marietta Investment Partners
2155
Marietta Investment Partners
Wisconsin
$11.4M +$145K +576 +1%
Templeton & Phillips Capital Management
2156
Templeton & Phillips Capital Management
Tennessee
$11.4M +$2.21M +8,800 +23%
Banque de Luxembourg
2157
Banque de Luxembourg
Luxembourg
$11.3M -$297K -1,184 -2%
Stamos Capital Partners
2158
Stamos Capital Partners
California
$11.3M +$33.1K +132 +0.3%
Marks Group Wealth Management
2159
Marks Group Wealth Management
Minnesota
$11.3M -$813K -3,239 -6%
Ipswich Investment Management
2160
Ipswich Investment Management
Massachusetts
$11.3M -$246K -982 -2%
Nightview Capital
2161
Nightview Capital
Texas
$11.3M – – –
Confluence Wealth Services
2162
Confluence Wealth Services
Pennsylvania
$11.3M +$3.85M +15,356 +48%
Stevens Capital Management
2163
Stevens Capital Management
Pennsylvania
$11.2M -$1.11M -4,410 -9%
Pictet Bank & Trust
2164
Pictet Bank & Trust
Bahamas
$11.2M +$543K +2,163 +5%
McKinley Carter Wealth Services
2165
McKinley Carter Wealth Services
West Virginia
$11.2M -$31.9K -127 -0.3%
Highline Wealth Partners
2166
Highline Wealth Partners
California
$11.2M +$790K +3,146 +7%
Iowa State Bank
2167
Iowa State Bank
Iowa
$11.2M -$101K -402 -0.8%
Arsenal Capital Advisors
2168
Arsenal Capital Advisors
Pennsylvania
$11.2M +$112K +448 +1%
Quest Investment Management
2169
Quest Investment Management
Oregon
$11.2M -$13.3M -52,830 -53%
Johns Hopkins University
2170
Johns Hopkins University
Maryland
$11.2M +$11.8M +46,998 New
RB Capital Management
2171
RB Capital Management
Nevada
$11.2M -$4.02K -16 -0%
GenTrust
2172
GenTrust
Florida
$11.2M -$5.66M -22,534 -32%
MCM
2173
Monimus Capital Management
New Jersey
$11.2M -$6.33M -25,238 -35%
Alpha Capital Management
2174
Alpha Capital Management
Texas
$11.2M -$492K -1,959 -4%
Greenline Partners
2175
Greenline Partners
New York
$11.2M +$135K +539 +1%