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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
651
Annex Advisory Services
Wisconsin
$141M +$16.8M +91,736 +13%
SCA
652
Snowden Capital Advisors
New York
$140M +$981K +5,346 +0.7%
JHP
653
James Hambro & Partners
United Kingdom
$140M +$10.7M +58,496 +8%
DIA
654
Dana Investment Advisors
Wisconsin
$140M +$4.71M +25,656 +3%
TS
655
Triglav Skladi
Slovenia
$140M +$12.4M +67,702 +9%
NSUP
656
NLB Skladi upravljanje premozenja
$139M -$2.83M -15,416 -2%
TCBWMS
657
Texas Capital Bank Wealth Management Services
Texas
$139M -$3.17M -17,297 -2%
CRC
658
Curi RMB Capital
Illinois
$138M +$6.69M +36,455 +5%
MWM
659
Meridian Wealth Management
Kentucky
$137M -$2.78M -15,131 -2%
BIG
660
Builder Investment Group
Georgia
$137M -$1.97M -10,730 -1%
S
661
SignatureFD
Georgia
$137M +$2.32M +12,654 +2%
CC
662
Chicago Capital
Illinois
$137M -$2.11M -11,490 -1%
BFG
663
Bleakley Financial Group
New Jersey
$137M +$13.1M +71,372 +10%
TCM
664
Trybe Capital Management
Connecticut
$136M – – –
LFM
665
LGT Fund Management
Liechtenstein
$136M +$84.9M +462,511 +146%
NMIMC
666
Northwestern Mutual Investment Management Company
Wisconsin
$136M +$204K +1,112 +0.1%
SSWM
667
Smith Salley Wealth Management
North Carolina
$135M -$311K -1,695 -0.2%
VAS
668
Vestmark Advisory Solutions
Massachusetts
$135M +$28.3M +154,390 +25%
SAI
669
Savvy Advisors Inc
New York
$135M +$11.7M +63,761 +9%
HTIM
670
Harbour Trust & Investment Management
Indiana
$134M -$8.42M -45,882 -6%
GWMR
671
GC Wealth Management RIA
Massachusetts
$133M +$156K +853 +0.1%
GAMH
672
Greenwoods Asset Management (HK)
Hong Kong
$133M -$13.8M -75,159 -9%
BCM
673
Bowie Capital Management
Texas
$133M -$2.63M -14,353 -2%
US
674
UNICOM Systems
Nevada
$132M – – –
AHC
675
Adell Harriman & Carpenter
Texas
$132M -$2.28M -12,449 -2%
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