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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
1126
Vantage Investment Partners
Missouri
$12.1M +$11.1M +24,899 New
AWM
1127
Avior Wealth Management
Nebraska
$12.1M +$353K +792 +3%
PNAA
1128
Pictet North America Advisors
Switzerland
$12M +$1.66M +3,719 +18%
NG
1129
Northstar Group
New York
$11.9M -$446 -1 -0%
GP
1130
Geneva Partners
Wisconsin
$11.9M -$101K -227 -0.9%
MM
1131
Monolith Management
Hong Kong
$11.9M – – –
WWM
1132
Westwood Wealth Management
California
$11.9M +$8.17M +18,322 +298%
VAS
1133
Vestmark Advisory Solutions
Massachusetts
$11.9M +$819K +1,835 +8%
TIM
1134
Thompson Investment Management
Wisconsin
$11.8M -$2.08M -4,668 -16%
MPIM
1135
McGinn Penninger Investment Management
Virginia
$11.8M -$2.82M -6,318 -21%
SC
1136
Scholtz & Company
Connecticut
$11.8M -$1.34M -2,993 -11%
LSPW
1137
Lake Street Private Wealth
Illinois
$11.7M -$132K -296 -1%
SIM
1138
Seaview Investment Managers
Florida
$11.7M -$437K -979 -4%
MNBTD
1139
Moody National Bank Trust Division
Texas
$11.7M +$3.12K +7 +0%
GIA
1140
GHP Investment Advisors
Colorado
$11.7M -$346K -776 -3%
CCS
1141
Concentric Capital Strategies
Connecticut
$11.7M -$2.11M -4,735 -16%
MWM
1142
Mission Wealth Management
California
$11.6M +$5.49M +12,317 +107%
MGWM
1143
Marks Group Wealth Management
Minnesota
$11.6M +$2.5M +5,603 +31%
EWM
1144
Elite Wealth Management
Washington
$11.5M +$3.67M +8,231 +53%
HCA
1145
Harbor Capital Advisors
Illinois
$11.5M -$1.21M -2,717 -10%
FACM
1146
Forest Avenue Capital Management
Florida
$11.5M -$6.25M -14,000 -37%
BFM
1147
Boothbay Fund Management
New York
$11.5M +$5.14M +11,528 +95%
MFS
1148
Mirabella Financial Services
United Kingdom
$11.5M +$6.28M +14,085 +147%
IIA
1149
IPG Investment Advisors
California
$11.5M -$3.7M -8,288 -26%
IAN
1150
Integrated Advisors Network
Texas
$11.4M +$62K +139 +0.6%
44 45
46
47 48