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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1401
Williams Jones Wealth Management
New York
$10M +$1.83M +3,121 +22%
SMA
1402
Sage Mountain Advisors
Georgia
$10M +$2.81M +4,786 +39%
NW
1403
Naviter Wealth
Arkansas
$9.98M +$4.28M +7,288 +75%
SAM
1404
Stansberry Asset Management
Texas
$9.97M +$419K +714 +4%
DCA
1405
DSG Capital Advisors
Minnesota
$9.97M +$9.99M +17,025 New
SAM
1406
Sompo Asset Management
Japan
$9.96M -$1.47M -2,497 -13%
EFG
1407
Everhart Financial Group
Ohio
$9.95M +$2.42M +4,124 +32%
PC
1408
Permit Capital
Pennsylvania
$9.95M – – –
AF
1409
Ally Financial
Michigan
$9.95M +$9.98M +17,000 New
PAM
1410
Pegasus Asset Management
New York
$9.95M -$21.1K -36 -0.2%
MG
1411
Marex Group
$9.94M -$1.78M -3,034 -15%
BBHC
1412
Brown Brothers Harriman & Co
New York
$9.94M +$795K +1,355 +9%
GWM
1413
Geneos Wealth Management
Colorado
$9.94M +$227K +387 +2%
MCM
1414
Makena Capital Management
California
$9.9M -$3.84M -6,534 -28%
GSIAS
1415
Garden State Investment Advisory Services
New Jersey
$9.86M +$17.6K +30 +0.2%
SC
1416
Scholtz & Company
Connecticut
$9.86M +$53.4K +91 +0.5%
FMC
1417
First Merchants Corp
Indiana
$9.85M +$338K +576 +4%
AWA
1418
Arete Wealth Advisors
Illinois
$9.85M +$2.01M +3,429 +26%
BHA
1419
Beech Hill Advisors
New York
$9.84M -$426K -725 -4%
GFM
1420
GCQ Funds Management
Australia
$9.83M +$9.85M +16,789 New
BFA
1421
Buttonwood Financial Advisors
Maryland
$9.83M -$377K -643 -4%
WCF
1422
West Coast Financial
California
$9.79M -$52.8K -90 -0.5%
TC
1423
Triavera Capital
California
$9.79M +$9.81M +16,713 New
ISB
1424
Iowa State Bank
Iowa
$9.75M -$116K -198 -1%
MWVC
1425
Morgens Waterfall Vintiadis & Co
New York
$9.72M – – –
55 56
57
58 59