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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1126
Polaris Wealth Advisory Group
California
$30.8M +$1.22M +4,814 +4%
DWT
1127
Dorsey & Whitney Trust
South Dakota
$30.7M -$826K -3,250 -3%
OCM
1128
Oribel Capital Management
New York
$30.7M +$178K +700 +0.6%
WP
1129
WMS Partners
Maryland
$30.5M -$461K -1,815 -2%
FTDI
1130
First Trust Direct Indexing
Massachusetts
$30.5M +$9.59M +37,711 +50%
RWP
1131
RWA Wealth Partners
Massachusetts
$30.4M +$89K +350 +0.3%
ACM
1132
Anomaly Capital Management
New York
$30.4M -$4.94M -19,427 -15%
BCM
1133
Bridgeway Capital Management
Texas
$30.3M -$2.31M -9,070 -7%
FA
1134
Fagan Associates
New York
$30.2M -$468K -1,841 -2%
CA
1135
Claar Advisors
New York
$30.1M -$2.02M -7,940 -7%
DDC
1136
DF Dent & Co
Maryland
$30.1M -$413K -1,623 -1%
MYLI
1137
Meiji Yasuda Life Insurance
Japan
$30.1M -$640K -2,516 -2%
PAS
1138
Professional Advisory Services
Florida
$30.1M +$59.5K +234 +0.2%
RAM
1139
Rempart Asset Management
Canada
$29.8M -$672K -2,644 -2%
PAM
1140
Private Asset Management
California
$29.7M -$370K -1,454 -1%
MCM
1141
Mengis Capital Management
Oregon
$29.5M +$185K +726 +0.7%
VSI
1142
Verde Servicos Internacionais
Brazil
$29.5M -$7.34M -28,870 -21%
PPW
1143
Parcion Private Wealth
Washington
$29.5M -$364K -1,434 -1%
HR
1144
Howe & Rusling
New York
$29.4M -$2.03M -8,000 -7%
WC
1145
Whitney & Co
New York
$29.4M +$248K +976 +0.9%
SB
1146
Simmons Bank
Arkansas
$29.3M +$109K +427 +0.4%
FFBTD
1147
First Financial Bank - Trust Division
Ohio
$29.2M -$908K -3,574 -3%
JC
1148
Jacobs & Co
California
$29M -$968K -3,810 -3%
AP
1149
Archon Partners
New Jersey
$29M – – –
IPGDR
1150
Investidor Profissional Gestao de Recursos
Brazil
$29M +$3.77M +14,821 +16%
44 45
46
47 48