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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
Spire Wealth Management
Virginia
$116M -$6.24M -30,360 -5%
VCP
777
Verus Capital Partners
Arizona
$116M -$1.12M -5,464 -0.9%
LWM
778
Lyell Wealth Management
California
$115M -$586K -2,851 -0.5%
PL
779
Perpetual Ltd
Australia
$115M -$3.94M -19,185 -3%
KA
780
Kintegral Advisory
New York
$115M – – –
PWP
781
Private Wealth Partners
California
$113M -$2.9M -14,125 -2%
GT
782
Greenleaf Trust
Michigan
$113M -$345K -1,678 -0.3%
OCM
783
Once Capital Management
New York
$112M – – –
CICI
784
Capital Investment Counsel Inc
North Carolina
$112M -$2.62M -12,725 -2%
MC
785
Moors & Cabot
Massachusetts
$112M +$1.24M +6,007 +1%
FRA
786
Frank Rimerman Advisors
California
$112M -$1.26M -6,110 -1%
KOCAA
787
Knights of Columbus Asset Advisors
Connecticut
$112M +$21K +102 +0%
BFC
788
Blue Fin Capital
Rhode Island
$112M -$2.34M -11,383 -2%
WWM
789
Westwood Wealth Management
California
$111M -$1.42M -6,893 -1%
ACP
790
Avantyr Capital Partners
New York
$111M -$29.4M -143,217 -21%
SPC
791
Sigma Planning Corp
Michigan
$111M -$17.9M -86,838 -14%
BWFA
792
Baltimore-Washington Financial Advisors
Maryland
$111M +$382K +1,859 +0.3%
XL
793
XN LP
New York
$110M +$4.38M +21,318 +4%
JPMIA
794
J.P. Marvel Investment Advisors
Massachusetts
$110M -$951K -4,627 -0.8%
MAM
795
Mark Asset Management
New York
$109M +$14.3M +69,627 +15%
WI
796
Wahed Invest
New York
$109M +$112M +544,388 New
CIC
797
Carnegie Investment Counsel
Ohio
$109M -$22.3M -108,586 -17%
AWM
798
Axxcess Wealth Management
California
$108M +$6.06M +29,470 +6%
GWMR
799
GC Wealth Management RIA
Massachusetts
$108M -$46.4M -225,796 -30%
LAM
800
Lynch Asset Management
Pennsylvania
$108M – – –
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