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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
976
Univest Financial
Pennsylvania
$50.8M +$6.04M +48,015 +18%
SW
977
Simplicity Wealth
New Jersey
$50.6M +$16.4M +130,672 +69%
JC
978
Jacobs & Co
California
$50.5M -$1M -7,947 -2%
P
979
Pitcairn
Pennsylvania
$50.5M -$4.54M -36,066 -10%
LWMM
980
Legacy Wealth Management (Mississippi)
Mississippi
$50.4M +$34.3M +272,931 +590%
MPM
981
Meritage Portfolio Management
Kansas
$50.4M -$8.53M -67,802 -18%
RWP
982
RWA Wealth Partners
Massachusetts
$50.4M +$3.73M +29,656 +10%
IAN
983
Integrated Advisors Network
Texas
$50.4M +$2.4M +19,089 +6%
GI
984
GAMCO Investors
Connecticut
$50M +$2M +15,894 +5%
MCM
985
Mitchell Capital Management
Kansas
$50M -$5.65M -44,931 -13%
BIAS
986
Beacon Investment Advisory Services
New Jersey
$49.9M -$3.08M -24,500 -7%
VAS
987
Vestmark Advisory Solutions
Massachusetts
$49.8M +$12.4M +98,365 +45%
CCA
988
Cobblestone Capital Advisors
New York
$49.8M +$145K +1,152 +0.4%
BC
989
Burney Company
Virginia
$49.7M -$7.43M -59,024 -16%
BCH
990
Berkshire Capital Holdings
California
$49.5M +$5.61M +44,600 +17%
CWM
991
Concentrum Wealth Management
California
$49.5M +$198K +1,575 +0.5%
JAFL
992
Jay A. Fishman Ltd
Michigan
$49.5M +$2.68M +21,271 +7%
BFM
993
Boothbay Fund Management
New York
$49.3M -$190M -1,512,823 -83%
AIM
994
Avity Investment Management
Connecticut
$48.8M +$1.24M +9,883 +3%
MWM
995
Moran Wealth Management
Florida
$48.7M -$77.6K -617 -0.2%
GLR
996
Great Lakes Retirement
Ohio
$48.6M -$131K -1,044 -0.3%
IG
997
Ithaka Group
Virginia
$48.6M -$4.03M -32,044 -9%
SVCP
998
Silicon Valley Capital Partners
California
$48.4M -$1.49M -11,838 -4%
AFG
999
Albion Financial Group
Utah
$48.3M +$149K +1,185 +0.4%
TSWM
1000
Tyler-Stone Wealth Management
Ohio
$48.2M -$1.88M -14,932 -5%
38 39
40
41 42