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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1226
South Street Advisors
New York
$16M -$1.07M -1,607 -6%
LI
1227
LMCG Investments
Massachusetts
$16M +$1.25M +1,875 +8%
SGI
1228
Summit Global Investments
Utah
$16M +$2.41M +3,607 +17%
Savvy Advisors Inc
1229
Savvy Advisors Inc
New York
$16M +$3.72M +5,574 +30%
TAM
1230
Trust Asset Management
Texas
$16M -$608K -911 -4%
SG
1231
StoneX Group
New York
$15.9M +$6.37M +9,542 +66%
Blackstone Inc
1232
Blackstone Inc
New York
$15.9M +$12M +17,898 +291%
Procyon Advisors
1233
Procyon Advisors
Connecticut
$15.9M +$4.06M +6,073 +34%
CC
1234
Cornerstone Capital
California
$15.9M -$144K -216 -0.9%
TA
1235
TruWealth Advisors
Louisiana
$15.8M +$492K +737 +3%
SGA
1236
Strategic Global Advisors
California
$15.8M -$367K -550 -2%
M
1237
MOTCO
Texas
$15.8M -$50.8K -76 -0.3%
WAM
1238
Wallington Asset Management
Indiana
$15.8M -$7.4M -11,079 -32%
IA
1239
Intellus Advisors
Florida
$15.8M +$254K +380 +2%
GCM
1240
Goldstream Capital Management
Hong Kong
$15.7M -$9.56M -14,319 -38%
TCBWMS
1241
Texas Capital Bank Wealth Management Services
Texas
$15.7M +$4.15M +6,209 +35%
PMG
1242
ProVise Management Group
Florida
$15.7M +$1.41M +2,116 +10%
QI
1243
Qtron Investments
Massachusetts
$15.7M -$1.35M -2,025 -8%
DA
1244
Denali Advisors
California
$15.7M -$68.8K -103 -0.4%
NCM
1245
Northside Capital Management
Oregon
$15.6M – – –
Winton Group
1246
Winton Group
United Kingdom
$15.6M -$3.22M -4,822 -17%
HBCM
1247
Heron Bay Capital Management
Michigan
$15.6M -$191K -286 -1%
NFSG
1248
Newbridge Financial Services Group
Florida
$15.6M -$144K -215 -0.9%
MPM
1249
Meritage Portfolio Management
Kansas
$15.6M -$268K -401 -2%
EverSource Wealth Advisors
1250
EverSource Wealth Advisors
Alabama
$15.6M +$1.36M +2,034 +9%