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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
976
Trust Company of Vermont
Vermont
$42.9M +$381K +2,764 +0.9%
GI
977
GAMCO Investors
Connecticut
$42.9M -$1.67M -12,106 -4%
OWP
978
Obermeyer Wealth Partners
Colorado
$42.9M -$225K -1,630 -0.5%
FPAS
979
Focus Partners Advisor Solutions
Missouri
$42.5M +$3.89M +28,231 +10%
AIP
980
ARS Investment Partners
New York
$42.5M +$1.22M +8,858 +3%
WWM
981
Western Wealth Management
Colorado
$42.3M +$2.02M +14,632 +5%
LFM
982
LGT Fund Management
Liechtenstein
$42.3M +$3.38M +24,506 +8%
STA
983
Summit Trail Advisors
New York
$41.9M +$14.1M +102,182 +49%
CCA
984
Cobblestone Capital Advisors
New York
$41.9M -$748K -5,424 -2%
VWS
985
Virtus Wealth Solutions
New Jersey
$41.8M +$42.9M +311,486 New
MCP
986
Meridiem Capital Partners
Texas
$41.7M +$42.8M +310,486 New
GLR
987
Great Lakes Retirement
Ohio
$41.6M -$4.27M -30,971 -9%
MA
988
Mutual Advisors
Nebraska
$41.6M -$3.38M -24,495 -7%
BA
989
Bristlecone Advisors
Washington
$41.6M -$4.37M -31,695 -9%
BCM
990
Bridgeway Capital Management
Texas
$41.6M -$320K -2,320 -0.7%
HCPC
991
Hamilton Capital Partners (Canada)
$41.4M +$3.33M +24,141 +8%
SI
992
Sava Infond
Slovenia
$41.4M +$42.5M +308,075 New
FMWA
993
Forvis Mazars Wealth Advisors
Missouri
$41.2M -$1.48M -10,751 -3%
SW
994
SlateStone Wealth
Florida
$41.2M +$473K +3,435 +1%
LCM
995
Lattice Capital Management
Washington
$41.2M – – –
AFG
996
Albion Financial Group
Utah
$41M +$452K +3,277 +1%
RSS
997
Rosenblum Silverman Sutton
California
$41M -$2.5M -18,115 -6%
GFA
998
Gifford Fong Associates
California
$40.4M -$8.89M -64,500 -18%
MNBTD
999
Moody National Bank Trust Division
Texas
$40.4M -$1.37M -9,968 -3%
AFC
1000
AFT Forsyth & Company
Florida
$40.3M -$2.46M -17,817 -6%
38 39
40
41 42