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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1176
Everest Financial Group
Minnesota
$15.5M +$699K +1,143 +4%
LCA
1177
Legend Capital Advisors
New York
$15.5M – – –
SFA
1178
Spectrum Financial Alliance
Kentucky
$15.5M +$1.36M +2,217 +9%
AF
1179
Alerus Financial
North Dakota
$15.5M +$103K +169 +0.6%
SIM
1180
Stratos Investment Management
Ohio
$15.4M +$194K +318 +1%
SFO
1181
Stenger Family Office
Illinois
$15.4M +$1.26M +2,061 +8%
BA
1182
Bridgewater Advisors
New York
$15.4M +$722K +1,181 +5%
PCA
1183
Pallas Capital Advisors
Massachusetts
$15.4M +$2.32M +3,791 +16%
FAM
1184
Fulcrum Asset Management
United Kingdom
$15.3M +$16.7M +27,270 New
TA
1185
Trivest Advisors
Hong Kong
$15.3M +$4.89M +8,000 +42%
CM
1186
Caption Management
Oklahoma
$15.3M -$52.2M -85,400 -76%
PMWMG
1187
Parr McKnight Wealth Management Group
Minnesota
$15.3M +$5.43M +8,882 +49%
WG
1188
Winton Group
United Kingdom
$15.2M +$7.86M +12,856 +91%
PMG
1189
ProVise Management Group
Florida
$15.2M +$619K +1,013 +4%
MWM
1190
Modern Wealth Management
Kansas
$15.1M +$4.15M +6,783 +34%
SIA
1191
Soltis Investment Advisors
Utah
$15.1M +$600K +981 +4%
TF
1192
Talbot Financial
Washington
$15.1M +$5.07M +8,299 +45%
SSA
1193
Sierra Summit Advisors
Nevada
$15.1M +$2.31M +3,775 +16%
AC
1194
Asio Capital
Kentucky
$15.1M -$889K -1,454 -5%
MYA
1195
Meiji Yasuda America
New York
$15M +$3.55M +5,809 +28%
FDP
1196
Financiere des Professionnels
Quebec, Canada
$15M -$2.48M -4,049 -13%
RDWM
1197
Red Door Wealth Management
Tennessee
$15M +$451K +738 +3%
LI
1198
LMCG Investments
Massachusetts
$14.9M -$542K -887 -3%
ZDA
1199
Zweig-DiMenna Associates
New York
$14.9M -$5.99M -9,800 -27%
SWM
1200
Segment Wealth Management
Texas
$14.9M +$410K +670 +3%
46 47
48
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