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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Axxcess Wealth Management
California
$84.4M +$3.12M +7,332 +4%
TIA
827
Tandem Investment Advisors
South Carolina
$84.4M -$408K -957 -0.5%
ICP
828
Ironvine Capital Partners
Nebraska
$84.3M -$316K -742 -0.4%
MTIM
829
Marathon Trading Investment Management
Pennsylvania
$84.3M +$84.6M +198,690 +14,762%
PA
830
Paralel Advisors
Colorado
$84.3M – – –
FAB
831
First American Bank
Illinois
$84.3M +$546K +1,282 +0.6%
VFA
832
Valeo Financial Advisors
Indiana
$83.4M +$19.2M +44,995 +20%
BWP
833
Baldwin Wealth Partners
Massachusetts
$83.4M +$3.7M +8,695 +5%
PCM
834
Parsons Capital Management
Rhode Island
$82.8M +$26.5M +62,322 +46%
WFMPM
835
Woodley Farra Manion Portfolio Management
Indiana
$82.8M -$54.1K -127 -0.1%
GIM
836
Generate Investment Management
New Zealand
$82.7M +$12.7M +29,891 +18%
FNBT
837
FineMark National Bank & Trust
Florida
$82.7M -$1.78M -4,183 -2%
PSP
838
Pacific Sage Partners
Washington
$82.6M +$5.09M +11,952 +6%
EH
839
Equitable Holdings
New York
$82.4M +$936K +2,197 +1%
BAM
840
Berkshire Asset Management
Pennsylvania
$82.3M -$6.92M -16,247 -8%
EWA
841
Exencial Wealth Advisors
Oklahoma
$82.2M -$2.08M -4,876 -2%
LI
842
LMCG Investments
Massachusetts
$82.1M -$2.61M -6,119 -3%
VC
843
Vestor Capital
Illinois
$82.1M -$26.1M -61,188 -24%
HCS
844
Himension Capital (Singapore)
Singapore
$82.1M +$14.4M +33,722 +21%
LOAMS
845
Lombard Odier Asset Management (Switzerland)
Switzerland
$82M +$4.99M +11,707 +6%
HCMG
846
Howard Capital Management Group
California
$81.9M -$138K -325 -0.2%
SAM
847
Sycomore Asset Management
France
$81.9M +$21.9M +51,443 +37%
CIA
848
Capital Investment Advisors
Georgia
$81.6M -$578K -1,358 -0.7%
CNAM
849
Campbell Newman Asset Management
Wisconsin
$81.3M -$4.15M -9,733 -5%
CAMG
850
CWA Asset Management Group
Florida
$81.3M +$1.58M +3,721 +2%
32 33
34
35 36