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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Cyndeo Wealth Partners
Florida
$82.5M +$2.68M +5,355 +3%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$82.3M +$2.54M +5,065 +3%
AAIM
928
Asset Advisors Investment Management
Georgia
$82.3M -$572K -1,141 -0.7%
GH
929
GAM Holding
Switzerland
$82.2M -$3.86M -7,709 -4%
MAMU
930
Marathon Asset Management (UK)
United Kingdom
$82.1M -$7.49M -14,956 -8%
JC
931
JBF Capital
Colorado
$82.1M -$4.65M -9,270 -5%
DWT
932
Dorsey & Whitney Trust
South Dakota
$82M -$970K -1,935 -1%
SAM
933
Sycomore Asset Management
France
$81.9M – – –
GWMR
934
GC Wealth Management RIA
Massachusetts
$81.6M -$37.2M -74,311 -31%
LCM
935
LVM Capital Management
Michigan
$81.5M -$125K -249 -0.1%
MSR
936
Main Street Research
Connecticut
$81.3M +$21.5K +43 +0%
PIM
937
Plato Investment Management
Australia
$81.2M -$165K -329 -0.2%
RSWM
938
Robertson Stephens Wealth Management
California
$81M +$16.1M +32,064 +24%
BWP
939
Baldwin Wealth Partners
Massachusetts
$81M -$324K -646 -0.4%
CCM
940
Compass Capital Management
Minnesota
$80.6M -$6.15M -12,281 -7%
VCP
941
Verus Capital Partners
Arizona
$80.5M +$215K +429 +0.3%
SGAM
942
Smith Group Asset Management
Texas
$80.3M +$5.75M +11,484 +7%
BFA
943
Bragg Financial Advisors
North Carolina
$80.2M +$279K +557 +0.3%
NSLI
944
Nan Shan Life Insurance
Taiwan
$80.2M -$52.3M -104,410 -39%
ISS
945
Intesa Sanpaolo SpA.
Italy
$80M +$82.2M +164,016 New
LCM
946
Logan Capital Management
Pennsylvania
$79.9M -$3.63M -7,238 -4%
FGP
947
Freestone Grove Partners
California
$79.4M -$35.7M -71,250 -30%
MYAM
948
Meiji Yasuda Asset Management
Japan
$79.2M -$3.81M -7,612 -4%
EGA
949
Eagle Global Advisors
Texas
$79.1M -$87.7K -175 -0.1%
AAS
950
Annex Advisory Services
Wisconsin
$78.8M +$20.9M +41,708 +34%
36 37
38
39 40