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Name Holding Trade Value Shares
Change
Change in
Stake
DY
951
Dowling & Yahnke
California
$34.3M +$1.18M +5,466 +4%
FGP
952
Foyston, Gordon, & Payne
Ontario, Canada
$34.3M -$2.35M -10,930 -7%
TFM
953
TPI Fund Managers
United Kingdom
$34.3M +$2.56M +11,922 +8%
CFA
954
Carroll Financial Associates
North Carolina
$34.3M -$585K -2,721 -2%
HAG
955
HighPoint Advisor Group
Illinois
$34.2M +$6.5M +30,239 +27%
BONST
956
Bank of Nova Scotia Trust
Ontario, Canada
$34.1M +$1.79M +8,339 +6%
NSAM
957
North Star Asset Management
Wisconsin
$34.1M +$139K +646 +0.4%
BFA
958
Bragg Financial Advisors
North Carolina
$34M +$722K +3,359 +2%
VVP
959
Venture Visionary Partners
Ohio
$34M +$22.4M +104,389 +215%
NHC
960
Nicholas Hoffman & Company
Georgia
$34M -$9.46K -44 -0%
CAM
961
Carret Asset Management
New York
$33.8M -$83.2K -387 -0.3%
SFA
962
Sequoia Financial Advisors
Ohio
$33.7M +$1.23M +5,742 +4%
WAM
963
Wilsey Asset Management
California
$33.7M +$32.5M +151,346 New
VIMU
964
Veritas Investment Management (UK)
United Kingdom
$33.6M +$53.1K +247 +0.2%
VCM
965
Vigilant Capital Management
Maine
$33.6M +$684K +3,179 +2%
RG
966
Renaissance Group
Kentucky
$33.5M -$1.91M -8,893 -6%
SCA
967
Stillwater Capital Advisors
Pennsylvania
$33.5M -$538K -2,500 -2%
BFO
968
Boston Family Office
Massachusetts
$33.5M +$54.8K +255 +0.2%
WANY
969
Wealthspire Advisors (New York)
New York
$33.5M +$15.7M +72,929 +94%
NIA
970
Northstar Investment Advisors
Colorado
$33.4M +$78.7K +366 +0.2%
TA
971
Trivest Advisors
Hong Kong
$33.4M -$35.5M -165,000 -52%
MUMSS
972
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33.4M +$32.3M +150,000 New
BDWM
973
Brewin Dolphin Wealth Management
Ireland
$33.2M -$187K -870 -0.6%
BA
974
Bridgewater Associates
Connecticut
$33.2M +$32.1M +149,263 New
ACA
975
Anchor Capital Advisors
Massachusetts
$33.2M +$210K +976 +0.7%