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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
576
Crestwood Capital Management
New York
$21.4M – – –
GRP
577
Global Retirement Partners
California
$21.4M +$18M +159,560 New
ALMGDA
578
AG2R La Mondiale Gestion d'Actifs
France
$21.3M +$159K +1,410 +0.9%
CC
579
Cadinha & Co
Hawaii
$21.2M +$17.9M +158,600 New
PFPT
580
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.2M +$9.41M +83,260 +111%
HWM
581
HB Wealth Management
Georgia
$21.1M -$1.92M -17,020 -10%
KIA
582
Knollwood Investment Advisory
Maryland
$21M – – –
OGC
583
Oak Grove Capital
New Hampshire
$21M +$11.8M +104,000 +198%
LA
584
LBP AM
France
$20.9M -$1.26M -11,100 -7%
PF
585
Phoenix Financial
Israel
$20.8M +$1.99M +17,610 +13%
SPG
586
Strategic Planning Group
Utah
$20.8M +$572K +5,060 +3%
SGM
587
Skye Global Management
Florida
$20.6M +$5.54M +49,000 +47%
DC
588
Davenport & Co
Virginia
$20.5M +$1.31M +11,590 +8%
CP
589
CenterBook Partners
Connecticut
$20.5M +$6.24M +55,150 +56%
PWM
590
Perigon Wealth Management
California
$20.4M +$3.39M +30,000 +24%
EF
591
Empirical Finance
Pennsylvania
$20.3M +$111K +980 +0.7%
VLKIM
592
Van Lanschot Kempen Investment Management
Netherlands
$20.3M +$2.21M +19,540 +15%
CAU
593
Caxton Associates (UK)
$20.2M -$19.4M -171,180 -53%
EPIM
594
Evelyn Partners Investment Management
$20.2M +$1.6M +14,130 +10%
BFG
595
Bleakley Financial Group
New Jersey
$20.2M +$442K +3,910 +3%
PAI
596
Pittenger & Anderson Inc
Nebraska
$20.2M +$970K +8,580 +6%
MG
597
Marex Group
$20.1M -$114M -1,004,230 -87%
JWBC
598
J.W. Burns & Co
New York
$19.6M -$150K -1,330 -0.9%
SIM
599
Stratos Investment Management
Ohio
$19.5M -$534K -4,720 -3%
SWP
600
Stratos Wealth Partners
Ohio
$19.5M +$1.31M +11,560 +9%
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