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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
776
Frank Rimerman Advisors
California
$98.6M +$1.02M +5,570 +1%
SEP
777
Soma Equity Partners
California
$98.5M +$46.9M +255,521 +83%
WWM
778
Westwood Wealth Management
California
$98.3M +$102M +553,536 +5,421%
OCM
779
Once Capital Management
New York
$98M
OIA
780
OneDigital Investment Advisors
Kansas
$98M +$2.18M +11,900 +2%
WWA
781
WCG Wealth Advisors
Nevada
$97.4M -$7.59M -41,393 -7%
KOCAA
782
Knights of Columbus Asset Advisors
Connecticut
$97.4M +$4.21M +22,968 +4%
MC
783
Moors & Cabot
Massachusetts
$96.6M -$3.34M -18,230 -3%
JPMIA
784
J.P. Marvel Investment Advisors
Massachusetts
$96.3M -$127K -692 -0.1%
GXJ
785
Global X Japan
Japan
$96.3M +$12.2M +66,522 +14%
BWFA
786
Baltimore-Washington Financial Advisors
Maryland
$96M +$2.22M +12,083 +2%
SIC
787
Schwartz Investment Counsel
Michigan
$95.9M
GCM
788
Ghisallo Capital Management
Massachusetts
$95.9M +$101M +550,000 New
WC
789
Woodstock Corp
Massachusetts
$95.3M -$6.04M -32,917 -6%
FNT
790
First National Trust
Pennsylvania
$95.2M -$2.23M -12,129 -2%
HCM
791
Howland Capital Management
Massachusetts
$95M +$2.15M +11,700 +2%
CWP
792
CFM Wealth Partners
Texas
$94.6M -$689K -3,753 -0.7%
AG
793
AIA Group
Hong Kong
$94.4M +$8.52M +46,438 +9%
IPW
794
IronBridge Private Wealth
Texas
$94M -$379K -2,067 -0.4%
LAM
795
Lynch Asset Management
Pennsylvania
$93.9M
DAS
796
Diversify Advisory Services
Utah
$93.9M -$123M -673,066 -60%
OTPPB
797
Ontario Teachers' Pension Plan Board
Ontario, Canada
$93.6M -$36.6M -199,327 -27%
WT
798
Washington Trust
Rhode Island
$92.8M -$2.38M -12,963 -2%
CTC
799
Central Trust Company
Missouri
$92.5M +$159K +869 +0.2%
XL
800
XN LP
New York
$92.4M -$12M -65,579 -11%