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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1551
Perpetual Ltd
Australia
$10.2M -$2.59M -4,198 -23%
GLAM
1552
Gardner Lewis Asset Management
Pennsylvania
$10.2M -$127K -206 -1%
YIA
1553
YHB Investment Advisors
Connecticut
$10.2M +$29K +47 +0.3%
HBT
1554
Hills Bank & Trust
Iowa
$10.1M +$116K +187 +1%
CPC
1555
Consolidated Planning Corp
Georgia
$10.1M +$160K +259 +2%
JAM
1556
JW Asset Management
Florida
$10.1M – – –
MSAM
1557
Moloney Securities Asset Management
Missouri
$10.1M -$214K -346 -2%
FWM
1558
Finer Wealth Management
Massachusetts
$10.1M +$69.2K +112 +0.8%
EAMA
1559
EFG Asset Management (Americas)
Florida
$10.1M +$539K +873 +7%
LSWM
1560
Lorne Steinberg Wealth Management
Canada
$10.1M -$4.44M -7,193 -35%
RA
1561
Rational Advisors
New York
$10M +$4.48M +7,251 +114%
FWI
1562
Facet Wealth Inc
Maryland
$10M +$778K +1,259 +11%
NCL
1563
Nishkama Capital LLC
Puerto Rico
$10M +$8.39M +13,578 New
TCBWMS
1564
Texas Capital Bank Wealth Management Services
Texas
$10M -$45.7K -74 -0.5%
MCP
1565
Meridiem Capital Partners
Texas
$10M +$8.38M +13,556 New
PWPS
1566
Pinnacle Wealth Planning Services
Ohio
$9.98M +$1.52M +2,463 +22%
MVA
1567
Mount Vernon Associates
Maryland
$9.94M -$37.7K -61 -0.5%
ZIG
1568
Zullo Investment Group
Pennsylvania
$9.91M +$209K +339 +3%
HWP
1569
Highline Wealth Partners
California
$9.87M +$36.5K +59 +0.4%
FA
1570
Fagan Associates
New York
$9.87M +$2.02M +3,271 +32%
GI
1571
GS Investments
Minnesota
$9.87M -$158K -256 -2%
AF
1572
Aviso Financial
Ontario, Canada
$9.84M +$564K +912 +7%
MA
1573
Montag & Associates
Georgia
$9.83M +$589K +953 +8%
HI
1574
Harbour Investments
Wisconsin
$9.8M +$1.16M +1,883 +17%
GC
1575
GFG Capital
Florida
$9.8M -$4.53M -7,333 -36%
61 62
63
64 65