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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
626
Dakota Wealth Management
Florida
$10.3M -$306K -2,172 -3%
BWP
627
Baldwin Wealth Partners
Massachusetts
$10.3M +$51.6K +366 +0.5%
CFG
628
Citizens Financial Group
Rhode Island
$10.3M +$1.29M +9,125 +15%
GC
629
Grimes & Company
Massachusetts
$10.2M +$980K +6,954 +11%
GAM
630
Griffin Asset Management
New York
$10.2M -$88.5K -628 -0.9%
FMI
631
F/M Investments
District of Columbia
$10.2M -$614K -4,356 -6%
SIA
632
Soltis Investment Advisors
Utah
$10.1M -$1.59M -11,290 -14%
JWBC
633
J.W. Burns & Co
New York
$10.1M -$1.28M -9,096 -11%
SAM
634
Synergy Asset Management
Washington
$10.1M +$2.38M +16,906 +32%
FPGT
635
Financial Partners Group (Tennessee)
Tennessee
$10.1M +$6.3M +44,711 +173%
FAM
636
Fred Alger Management
New York
$10.1M -$52.3K -371 -0.5%
FA
637
Fagan Associates
New York
$10.1M +$135K +958 +1%
KOCAA
638
Knights of Columbus Asset Advisors
Connecticut
$10M +$4.91M +34,805 +99%
DILIC
639
Dai-ichi Life Insurance Company
Japan
$9.97M -$2.38M -16,898 -20%
SCA
640
Snowden Capital Advisors
New York
$9.95M -$384K -2,722 -4%
VCM
641
Violich Capital Management
California
$9.94M -$925K -6,560 -9%
CTA
642
Colonial Trust Advisors
South Carolina
$9.88M -$79.1K -561 -0.8%
AAA
643
Adams Asset Advisors
Texas
$9.88M -$1.23M -8,738 -11%
PMWMG
644
Parr McKnight Wealth Management Group
Minnesota
$9.85M +$962K +6,823 +11%
LG
645
LaFleur & Godfrey
Michigan
$9.84M -$887K -6,291 -8%
CCM
646
Coldstream Capital Management
Washington
$9.83M +$554K +3,929 +6%
CIM
647
Cambria Investment Management
California
$9.78M -$990K -7,024 -9%
ECM
648
EagleClaw Capital Management
Massachusetts
$9.76M -$52.9K -375 -0.5%
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$9.72M +$262K +1,859 +3%
LOPW
650
Live Oak Private Wealth
North Carolina
$9.72M +$62K +440 +0.7%
24 25
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