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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
826
Paralel Advisors
Colorado
$75.2M – – –
AF
827
Allworth Financial
California
$75.2M +$6M +16,851 +9%
FNBT
828
FineMark National Bank & Trust
Florida
$75.1M -$91.8K -258 -0.1%
CWM
829
Calamos Wealth Management
Illinois
$75M +$488K +1,371 +0.7%
LF
830
Lannebo Fonder
Sweden
$75M – – –
NIMI
831
Natixis Investment Managers International
France
$74.5M -$320K -899 -0.5%
PAS
832
Park Avenue Securities
New York
$74.4M +$3.61M +10,130 +5%
BA
833
Bridgewater Associates
Connecticut
$74.4M -$1.41M -3,950 -2%
BFS
834
Bard Financial Services
Connecticut
$74M +$1.24M +3,485 +2%
HCMG
835
Howard Capital Management Group
California
$73.7M -$896K -2,517 -1%
SC
836
SouthState Corp
Florida
$73.5M -$1.04M -2,930 -1%
FAB
837
First American Bank
Illinois
$73.3M -$1.06M -2,982 -2%
PWM
838
Perigon Wealth Management
California
$73.2M +$11.7M +32,854 +20%
KWM
839
Kingsview Wealth Management
Oregon
$73.2M +$310K +871 +0.4%
BWP
840
Baldwin Wealth Partners
Massachusetts
$73.2M -$111K -311 -0.2%
SCM
841
SCS Capital Management
Massachusetts
$73.1M +$7.61M +21,380 +12%
CPC
842
Cookson Peirce & Co
Pennsylvania
$73M -$1.48M -4,152 -2%
MLL
843
Moody Lynn & Lieberson
Massachusetts
$72.9M -$161K -452 -0.2%
LS
844
Livforsakringsbolaget Skandia
Sweden
$72.8M +$2.35M +6,593 +4%
FBB
845
Fulton Breakefield Broenniman
Maryland
$72.6M -$182K -512 -0.3%
DMIC
846
Dixon Mitchell Investment Counsel
British Columbia, Canada
$72.6M -$1.12M -3,133 -2%
HAG
847
HighPoint Advisor Group
Illinois
$72.4M +$60.9M +171,218 New
MAM
848
Martingale Asset Management
Massachusetts
$71.9M -$7.23M -20,323 -10%
PSP
849
Pacific Sage Partners
Washington
$71.8M -$279K -783 -0.4%
OC
850
Oakmont Corp
California
$71.7M -$3.48M -9,790 -5%
32 33
34
35 36