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Name Holding Trade Value Shares
Change 		Change in
Stake
UAM
826
UAS Asset Management
New York
$84M -$2.39M -5,914 -3%
MAM
827
Meeder Asset Management
Ohio
$83.9M -$29M -71,559 -26%
ZIC
828
ZWJ Investment Counsel
Georgia
$83.8M -$2.21M -5,453 -3%
FAB
829
First American Bank
Illinois
$83.6M +$1.57M +3,867 +2%
MFG
830
Merit Financial Group
Georgia
$83.6M +$35.8M +88,376 +75%
SSWM
831
Smith Salley Wealth Management
North Carolina
$82.8M -$30.5M -75,277 -28%
BSW
832
Buckingham Strategic Wealth
Missouri
$82.6M -$3.53M -8,724 -4%
SC
833
SouthState Corp
Florida
$82.5M +$277K +685 +0.4%
HCMG
834
Howard Capital Management Group
California
$82.5M +$64K +158 +0.1%
FNBT
835
FineMark National Bank & Trust
Florida
$82.2M -$1.75M -4,327 -2%
AWM
836
Axxcess Wealth Management
California
$81.8M +$3.54M +8,742 +5%
MLL
837
Moody Lynn & Lieberson
Massachusetts
$81.8M +$213K +527 +0.3%
BFS
838
Bard Financial Services
Connecticut
$81.7M -$1.09M -2,700 -1%
LS
839
Livforsakringsbolaget Skandia
Sweden
$81.4M – – –
NPA
840
Nichols & Pratt Advisers
Massachusetts
$81.4M -$3.4M -8,399 -4%
SCM
841
SCS Capital Management
Massachusetts
$81.4M -$384K -948 -0.5%
CA
842
Cullinan Associates
Kentucky
$81.2M -$35.4M -87,338 -31%
SH
843
Spear Holdings
United Arab Emirates
$81.2M +$78.2M +193,100 New
CPC
844
Cookson Peirce & Co
Pennsylvania
$81M -$659K -1,627 -0.8%
GAM
845
Gotham Asset Management
New York
$81M +$1.21M +2,996 +2%
JF
846
Jump Financial
Illinois
$81M +$55.9M +138,200 +255%
DMIC
847
Dixon Mitchell Investment Counsel
British Columbia, Canada
$80.9M -$330K -816 -0.4%
MPM
848
Meritage Portfolio Management
Kansas
$80.8M -$10.2M -25,154 -12%
SG
849
Sienna Gestion
France
$80.3M +$77.3M +190,974 New
CSPIA
850
Cary Street Partners Investment Advisory
Virginia
$80M +$621K +1,533 +0.8%
32 33
34
35 36