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Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SummitTX Capital
Texas
$53.4M -$2.17M -1,366 -5%
GIA
227
Guyasuta Investment Advisors
Pennsylvania
$53.4M -$829K -521 -2%
SSWM
228
Smith Salley Wealth Management
North Carolina
$53.1M +$801K +503 +2%
DWM
229
Destination Wealth Management
California
$53.1M -$2.3M -1,442 -5%
Legal & General Group
230
Legal & General Group
United Kingdom
$52.4M +$2.2M +1,384 +6%
QCM
231
QRG Capital Management
Illinois
$52.1M +$4.64M +2,913 +13%
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$51.9M +$22.7M +14,237 +120%
NSAM
233
North Star Asset Management
Wisconsin
$51.4M -$5.21M -3,276 -11%
FFM
234
Fisher Funds Management
New Zealand
$51.3M +$21.7M +13,659 +113%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$50.8M +$478K +300 +1%
SWM
236
Segment Wealth Management
Texas
$50.6M +$63.7K +40 +0.2%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$50.3M +$25.5M +16,015 +111%
DKCM
238
Davidson Kempner Capital Management
New York
$49.7M +$7.96M +5,000 +25%
BCM
239
Bornite Capital Management
New York
$49.7M +$39.8M +25,000 New
AAS
240
Annex Advisory Services
Wisconsin
$49.1M -$29.3M -18,392 -43%
SCM
241
Silvant Capital Management
Georgia
$48.1M +$7.82M +4,916 +26%
TS
242
Tamar Securities
California
$47.1M -$1.03M -644 -3%
TEC
243
Tensor Edge Capital
Massachusetts
$47M +$955K +600 +3%
Vanguard Personalized Indexing Management
244
Vanguard Personalized Indexing Management
California
$47M +$3.5M +2,202 +10%
UC
245
Unio Capital
New Jersey
$46.3M -$420K -264 -1%
BCP
246
Blue Chip Partners
Michigan
$45.8M -$1.09M -682 -3%
SSA
247
Schonfeld Strategic Advisors
New York
$45.5M +$36.4M +22,886 New
CFO
248
Callan Family Office
Pennsylvania
$45.5M -$404K -254 -1%
CWP
249
Capital Wealth Planning
Florida
$45.2M +$10.6M +6,656 +41%
SCTC
250
Sanibel Captiva Trust Company
Florida
$45.1M -$293K -184 -0.8%