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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
551
Badgley Phelps Wealth Managers
Washington
$2.61M +$400K +2,244 +19%
AAM
552
Auxier Asset Management
Oregon
$2.58M -$32.1K -180 -1%
SW
553
SVB Wealth
Massachusetts
$2.55M -$941K -5,279 -27%
LFS
554
Leibman Financial Services
Nebraska
$2.55M +$122K +684 +5%
CWM
555
Cornerstone Wealth Management
Missouri
$2.55M -$29.9K -168 -1%
GAM
556
Gotham Asset Management
New York
$2.54M -$2.94M -16,474 -54%
SW
557
SteelPeak Wealth
California
$2.53M -$664K -3,727 -21%
CGH
558
CMG Global Holdings
Texas
$2.53M +$857K +4,806 +53%
PWA
559
Primoris Wealth Advisors
Florida
$2.52M -$82.3K -462 -3%
VCA
560
Verdence Capital Advisors
Maryland
$2.52M -$133K -744 -5%
IMRF
561
Illinois Municipal Retirement Fund
Illinois
$2.52M – – –
P
562
&Partners
Tennessee
$2.5M +$1.81M +10,145 +283%
NCM
563
Narwhal Capital Management
Georgia
$2.47M – – –
WANY
564
Wealthspire Advisors (New York)
New York
$2.47M -$96.4K -541 -4%
CPIG
565
Chicago Partners Investment Group
Illinois
$2.46M -$118K -660 -5%
NSIM
566
North Star Investment Management
Illinois
$2.44M -$390K -2,190 -14%
PA
567
Profund Advisors
Maryland
$2.44M -$43K -241 -2%
AW
568
Avion Wealth
Texas
$2.43M +$2.14K +12 +0.1%
GLA
569
Great Lakes Advisors
Illinois
$2.42M +$178K +1,001 +8%
SSI
570
Scott & Selber Inc
Texas
$2.42M +$51.9K +291 +2%
CF
571
Centaurus Financial
California
$2.39M -$118K -661 -5%
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$2.37M – – –
MCM
573
Mengis Capital Management
Oregon
$2.37M -$211K -1,185 -8%
IUHSA
574
Itau Unibanco Holding S.A.
Brazil
$2.36M -$575K -3,224 -20%
IMCOOI
575
Investment Management Corp of Ontario (IMCO)
Canada
$2.35M +$642K +3,600 +39%
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