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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1051
Dynamic Advisor Solutions
Arizona
$65.6M -$7.59M -15,141 -10%
TBBL
1052
True Blue (BVI) Ltd
$65.6M – – –
JWM
1053
Jackson Wealth Management
Florida
$65.6M +$919K +1,833 +1%
BAM
1054
Bellevue Asset Management
Washington
$65.5M -$660K -1,318 -1%
VSQM
1055
V-Square Quantitative Management
Illinois
$65.5M -$7.3M -14,563 -10%
SPC
1056
Sigma Planning Corp
Michigan
$65.4M +$170K +340 +0.3%
PIM
1057
Penobscot Investment Management
Massachusetts
$65.3M -$604K -1,206 -0.9%
SPC
1058
Stony Point Capital
New York
$65M +$1.69M +3,377 +3%
OPCM
1059
Osborne Partners Capital Management
California
$64.9M -$1.62M -3,223 -2%
MCM
1060
Moore Capital Management
New York
$64.8M -$174M -347,092 -72%
SCA
1061
Stonebridge Capital Advisors
Minnesota
$64.8M +$1.17M +2,342 +2%
GKWIM
1062
Gerber Kawasaki Wealth & Investment Management
California
$64.8M -$738K -1,472 -1%
SVCP
1063
Silicon Valley Capital Partners
California
$64.7M +$11.9M +23,821 +22%
ACM
1064
Alua Capital Management
New York
$64.3M +$21.9M +43,700 +49%
WDA
1065
Wendell David Associates
New Hampshire
$64.3M -$308K -615 -0.5%
GHA
1066
GW Henssler & Associates
Georgia
$64.2M -$2.32M -4,626 -3%
EW
1067
Evoke Wealth
California
$63.8M +$1.57M +3,129 +2%
ACM
1068
Academy Capital Management
Texas
$63.5M -$399K -796 -0.6%
WCM
1069
Wedge Capital Management
North Carolina
$63.4M -$4.61M -9,208 -7%
AFG
1070
Albion Financial Group
Utah
$63.4M -$4.19M -8,357 -6%
SGM
1071
Seven Grand Managers
New York
$63.4M +$28.1M +56,000 +75%
BBI
1072
Baxter Bros Inc
Connecticut
$63.1M -$1.3M -2,595 -2%
OCM
1073
One Capital Management
California
$63M +$2.51M +5,011 +4%
ET
1074
Equitable Trust
Tennessee
$63M -$922K -1,839 -1%
PCM
1075
Parsons Capital Management
Rhode Island
$62.8M -$5.01K -10 -0%
41 42
43
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