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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1051
Senator Investment Group
New York
$53.8M – – –
TPCW
1052
TD Private Client Wealth
New York
$53.8M +$2.22M +5,192 +4%
ME
1053
McIlrath & Eck
Washington
$53.7M +$8.25M +19,302 +18%
HPG
1054
Harvest Portfolios Group
Ontario, Canada
$53.5M +$13.6M +31,878 +34%
CCA
1055
Cobblestone Capital Advisors
New York
$53.5M +$298K +697 +0.6%
STA
1056
Summit Trail Advisors
New York
$53.4M +$3.26M +7,621 +7%
FCMC
1057
Founders Capital Management (Connecticut)
Connecticut
$53.2M -$38.5K -90 -0.1%
NOCM
1058
Night Owl Capital Management
Connecticut
$53.1M +$1.37M +3,195 +3%
BWFA
1059
Baltimore-Washington Financial Advisors
Maryland
$53.1M +$391K +914 +0.7%
CC
1060
Constitution Capital
Connecticut
$52.9M -$2.78M -6,514 -5%
BTI
1061
Blue Trust Inc
Georgia
$52.8M +$11.6M +27,112 +30%
PI
1062
PFG Investments
New York
$52.8M +$854K +1,998 +2%
ERIM
1063
Eagle Ridge Investment Management
Connecticut
$52.8M -$114K -266 -0.2%
TTWM
1064
TCV Trust & Wealth Management
Virginia
$52.7M -$1.14M -2,666 -2%
SAM
1065
Synergy Asset Management
Washington
$52.7M +$4.2M +9,815 +9%
LRPA
1066
L. Roy Papp & Associates
Arizona
$52.6M -$832K -1,947 -2%
PA
1067
Procyon Advisors
Connecticut
$52.5M +$1.59M +3,708 +3%
MADR
1068
Milestones Administradora de Recursos
Brazil
$52.1M +$9.96M +23,305 +24%
KFP
1069
KMG Fiduciary Partners
Ohio
$52.1M +$1.76M +4,108 +4%
ET
1070
Equitable Trust
Tennessee
$52.1M -$1.76M -4,110 -3%
KWA
1071
Kingswood Wealth Advisors
California
$52M +$6.27M +14,676 +14%
ATPW
1072
Ashton Thomas Private Wealth
Arizona
$51.8M -$253K -591 -0.5%
NCM
1073
Novare Capital Management
North Carolina
$51.8M +$370K +866 +0.7%
RSWM
1074
Robertson Stephens Wealth Management
California
$51.7M +$588K +1,376 +1%
CCM
1075
Coerente Capital Management
Ontario, Canada
$51.7M -$113K -264 -0.2%
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