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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1151
Sierra Summit Advisors
Nevada
$7.95M +$7.32M +22,466 New
GI
1152
GLOBALT Investments
Georgia
$7.95M +$7.31M +22,451 New
WIM
1153
WealthPlan Investment Management
Nebraska
$7.92M +$45.3K +139 +0.6%
SAG
1154
SageView Advisory Group
California
$7.92M +$1.85M +5,668 +40%
QCG
1155
Quadrant Capital Group
Ohio
$7.91M +$595K +1,827 +9%
WA
1156
Wealth Architects
California
$7.84M +$175K +537 +2%
TSM
1157
Two Star Manager
Florida
$7.83M +$7.21M +22,126 New
BIC
1158
Beach Investment Counsel
Pennsylvania
$7.83M +$5.88M +18,063 +445%
EAM
1159
EFG Asset Management
Oregon
$7.83M +$3.66M +11,240 +103%
CAM
1160
Centre Asset Management
New York
$7.82M -$1.05M -3,211 -13%
LFAS
1161
Level Four Advisory Services
Texas
$7.8M -$48.5K -149 -0.7%
GAI
1162
General American Investors
New York
$7.79M – – –
NONA
1163
Ninety One North America
New York
$7.77M -$716K -2,200 -9%
BPGAM
1164
BTG Pactual Global Asset Management
Bermuda
$7.76M -$3.26M -10,019 -31%
MG
1165
Mather Group
Illinois
$7.76M +$519K +1,593 +8%
KGC
1166
Kennon-Green & Company
Ohio
$7.73M -$258K -791 -3%
VCA
1167
Verdence Capital Advisors
Maryland
$7.72M +$14.7K +45 +0.2%
LW
1168
Linscomb Wealth
Texas
$7.69M -$422K -1,296 -6%
GC
1169
Gratus Capital
Georgia
$7.65M +$624K +1,916 +10%
FFH
1170
Fairfax Financial Holdings
Ontario, Canada
$7.65M – – –
SGA
1171
Strategic Global Advisors
California
$7.63M -$4.86M -14,929 -41%
LAM
1172
L2 Asset Management
Massachusetts
$7.61M +$6.81M +20,909 +3,586%
AI
1173
AXS Investments
New York
$7.6M -$20.8K -64 -0.3%
EWM
1174
Elevatus Welath Management
New York
$7.59M +$6.43M +19,754 +1,173%
SWM
1175
Selective Wealth Management
Virginia
$7.58M -$604K -1,854 -8%
45 46
47
48 49