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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
801
Wahed Invest
New York
$109M +$112M +544,388 New
CIC
802
Carnegie Investment Counsel
Ohio
$109M -$22.3M -108,586 -17%
AWM
803
Axxcess Wealth Management
California
$108M +$6.06M +29,470 +6%
GWMR
804
GC Wealth Management RIA
Massachusetts
$108M -$46.4M -225,796 -30%
LAM
805
Lynch Asset Management
Pennsylvania
$108M – – –
CWP
806
CFM Wealth Partners
Texas
$107M -$2.01M -9,796 -2%
BHC
807
Bowen Hanes & Co
Florida
$106M – – –
SEP
808
Soma Equity Partners
California
$106M -$7M -34,062 -6%
CTC
809
Central Trust Company
Missouri
$106M -$138K -672 -0.1%
MYIA
810
Mount Yale Investment Advisors
Colorado
$105M +$5.67M +27,601 +6%
WPC
811
Wedmont Private Capital
Pennsylvania
$105M +$9.33M +45,357 +10%
FFB
812
First Financial Bankshares
Texas
$104M +$3.98M +19,345 +4%
IAS
813
Insigneo Advisory Services
Florida
$104M +$43.4M +211,300 +69%
WT
814
Washington Trust
Rhode Island
$104M -$2.8M -13,634 -3%
AG
815
Avala Global
New York
$104M -$125M -608,010 -54%
TFS
816
Thoroughbred Financial Services
Tennessee
$103M +$846K +4,117 +0.8%
ZIC
817
ZWJ Investment Counsel
Georgia
$103M -$39.9K -194 -0%
PS
818
Principal Securities
Iowa
$102M +$6.54M +31,828 +7%
NMIFOAC
819
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$102M – – –
CDDEC
820
Caisse Des Depots Et Consignations
France
$102M +$277K +1,347 +0.3%
CUAMC
821
China Universal Asset Management Company
China
$101M +$8.71M +42,355 +9%
MCM
822
Moore Capital Management
New York
$101M +$43.7M +212,726 +73%
SIA
823
Soltis Investment Advisors
Utah
$101M +$6.54M +31,828 +7%
AWE
824
Avidian Wealth Enterprises
Texas
$101M +$5.12M +24,904 +5%
BP
825
Ballentine Partners
Massachusetts
$101M +$1.64M +7,957 +2%
31 32
33
34 35