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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
$148M -$31.4M -180,080 -18%
GI
627
Gradient Investments
Minnesota
$148M +$3.57M +20,500 +3%
SW
628
SteelPeak Wealth
California
$148M +$22.3M +128,098 +19%
AHC
629
Adell Harriman & Carpenter
Texas
$147M -$3.12M -17,885 -2%
AIM
630
Allen Investment Management
New York
$147M +$22M +126,345 +19%
S
631
SignatureFD
Georgia
$146M +$4.45M +25,554 +3%
TCM
632
Trybe Capital Management
Connecticut
$146M – – –
PHAM
633
Pacific Heights Asset Management
California
$146M -$13.9M -80,000 -9%
NMIMC
634
Northwestern Mutual Investment Management Company
Wisconsin
$145M -$54K -310 -0%
SI
635
Stephens Inc
Arkansas
$145M +$4.95M +28,395 +4%
WGC
636
Watts Gwilliam & Co
Arizona
$144M -$198K -1,135 -0.1%
SC
637
Sapient Capital
Indiana
$144M -$4.67M -26,763 -3%
ALMGDA
638
AG2R La Mondiale Gestion d'Actifs
France
$143M – – –
CIA
639
Concurrent Investment Advisors
Florida
$143M +$9.45M +54,236 +8%
KPM
640
Kinetic Partners Management
Florida
$143M +$7.39M +42,400 +6%
MFG
641
Merit Financial Group
Georgia
$143M +$10.7M +61,375 +9%
IFWM
642
Institute for Wealth Management
Colorado
$142M -$4.14M -23,742 -3%
CAG
643
Crestwood Advisors Group
Massachusetts
$142M +$33M +189,084 +33%
MWM
644
Meridian Wealth Management
Kentucky
$142M -$1.84M -10,537 -1%
CG
645
Caprock Group
Idaho
$141M +$142M +812,292 New
MCM
646
Maple Capital Management
Vermont
$141M +$233K +1,337 +0.2%
US
647
UNICOM Systems
Nevada
$141M – – –
ACM
648
Analog Century Management
New York
$141M -$12.4M -71,333 -9%
CFO
649
Callan Family Office
Pennsylvania
$140M -$6.32M -36,267 -5%
NEI
650
Northwest & Ethical Investments
Ontario, Canada
$139M -$6.15M -35,307 -5%
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