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Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SVB Wealth
Massachusetts
$11.1M -$544K -1,495 -5%
HPIA
452
Hamilton Point Investment Advisors
North Carolina
$11.1M +$39.6K +109 +0.4%
FT
453
Fiduciary Trust
Massachusetts
$11M +$132K +363 +1%
JFG
454
Jefferies Financial Group
New York
$10.9M -$33.7M -92,630 -76%
TIP
455
Torray Investment Partners
Maryland
$10.9M -$4.18M -11,485 -28%
HIP
456
Harrell Investment Partners
Texas
$10.9M -$289K -794 -3%
CFSG
457
Community Financial Services Group
Vermont
$10.8M +$165K +454 +2%
CWM
458
Calamos Wealth Management
Illinois
$10.8M +$10.5M +28,942 New
CAM
459
Carret Asset Management
New York
$10.8M +$80.4K +221 +0.8%
GSCM
460
Greenfield Seitz Capital Management
Texas
$10.7M -$148K -407 -1%
MYAM
461
Meiji Yasuda Asset Management
Japan
$10.7M -$444K -1,220 -4%
GI
462
GLOBALT Investments
Georgia
$10.7M -$156K -430 -1%
SCM
463
Sirios Capital Management
Massachusetts
$10.6M -$280K -771 -3%
OHIS
464
Oak Harvest Investment Services
Texas
$10.6M +$5.36M +14,743 +108%
BIM
465
Bridges Investment Management
Nebraska
$10.6M +$39.3K +108 +0.4%
BDLIB
466
Banque de Luxembourg Investments (BLI)
Luxembourg
$10.5M +$4.8M +13,200 +85%
PCTC
467
Perkins Coie Trust Company
Washington
$10.5M -$1.21M -3,336 -11%
WAM
468
Winslow Asset Management
Ohio
$10.5M -$64K -176 -0.6%
GAM
469
Generali Asset Management
Italy
$10.4M -$3.13M -8,606 -24%
CWG
470
Cornerstone Wealth Group
North Carolina
$10.3M +$259K +711 +3%
MIP
471
Marietta Investment Partners
Wisconsin
$10.3M +$139K +382 +1%
CIA
472
Concurrent Investment Advisors
Florida
$10.3M +$2.98M +8,207 +43%
MWA
473
Meridian Wealth Advisors
Texas
$10.2M +$97.5K +268 +1%
JWM
474
Jackson Wealth Management
Florida
$10.2M +$91.3K +251 +0.9%
MGWM
475
Marks Group Wealth Management
Minnesota
$10.2M -$635K -1,747 -6%