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Name Holding Trade Value Shares
Change
Change in
Stake
STA
776
Summit Trail Advisors
New York
$13M +$4.23M +4,339 +46%
ADEF
777
Adams Diversified Equity Fund
Maryland
$13M +$3.8M +3,900 +40%
WIM
778
Waverton Investment Management
United Kingdom
$12.9M -$1.14M -1,174 -8%
CICC
779
Capital Investment Counsel (Colorado)
Colorado
$12.9M -$428K -439 -3%
TWM
780
TLW Wealth Management
Florida
$12.9M +$318K +326 +2%
RDWM
781
Red Door Wealth Management
Tennessee
$12.9M -$252K -258 -2%
JAG
782
Journey Advisory Group
Kentucky
$12.8M +$1.87M +1,915 +16%
PWS
783
Peterson Wealth Services
Utah
$12.8M -$720K -738 -5%
FMTC
784
Farmers & Merchants Trust Company
California
$12.8M -$719K -737 -5%
CA
785
Cullinan Associates
Kentucky
$12.8M +$585K +600 +5%
AG
786
Ascent Group
Virginia
$12.7M +$2.44M +2,500 +23%
FFP
787
FourThought Financial Partners
Florida
$12.7M -$41.9K -43 -0.3%
TFS
788
Thoroughbred Financial Services
Tennessee
$12.7M +$257K +264 +2%
UH
789
Unigestion Holding
Switzerland
$12.6M +$12.3M +12,571 +1,690%
PIA
790
Petredis Investment Advisors
Pennsylvania
$12.6M -$2.97M -3,049 -19%
PA
791
Perennial Advisors
New York
$12.5M -$472K -484 -4%
OGC
792
Oak Grove Capital
New Hampshire
$12.4M -$4.98M -5,107 -28%
VFA
793
Valeo Financial Advisors
Indiana
$12.4M +$287K +294 +2%
MMA
794
Miracle Mile Advisors
California
$12.4M +$95.5K +98 +0.8%
KHLMVGHM
795
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.3M
RP
796
Rice Partnership
Hawaii
$12.3M -$214K -219 -2%
NMIFOAC
797
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.3M
NCM
798
Nearwater Capital Markets
Ireland
$12.3M
CPA
799
Capital Planning Advisors
California
$12.3M -$143K -147 -1%
BP
800
Broadleaf Partners
Ohio
$12.3M -$235K -241 -2%