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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1001
NorthRock Partners
Minnesota
$65.1M -$2.38M -11,569 -3%
NO
1002
Ninety One
South Africa
$65.1M +$3.94M +19,163 +6%
PCA
1003
Peddock Capital Advisors
Massachusetts
$64.9M -$6.17M -30,016 -8%
PCA
1004
Pallas Capital Advisors
Massachusetts
$64.8M +$9.58M +46,575 +17%
PIA
1005
Perennial Investment Advisors
California
$64.7M +$1.03M +5,016 +2%
HHMI
1006
Howard Hughes Medical Institute
Maryland
$64.4M – – –
PCMH
1007
Polymer Capital Management (HK)
Hong Kong
$64.3M -$20.5M -99,679 -24%
PIM
1008
Parker Investment Management
California
$64.1M +$18M +87,414 +38%
WHG
1009
Westwood Holdings Group
Texas
$63.9M +$2.84M +13,833 +5%
FBB
1010
Fulton Breakefield Broenniman
Maryland
$63.9M +$12.1M +58,948 +23%
KCM
1011
Kornitzer Capital Management
Kansas
$63.8M -$3.3M -16,055 -5%
TCWA
1012
Turtle Creek Wealth Advisors
Texas
$63.7M +$5.56M +27,029 +9%
LF
1013
Longbow Finance
Switzerland
$63.7M +$16.4M +79,882 +34%
CWP
1014
Cyndeo Wealth Partners
Florida
$63.4M +$397K +1,932 +0.6%
CISOA
1015
Capital Investment Services of America
Wisconsin
$63.1M -$3.65M -17,769 -5%
OMC
1016
Overbrook Management Corp
New York
$63M -$820K -3,987 -1%
FMI
1017
Frec Markets Inc
California
$62.9M +$16.4M +79,968 +34%
MWM
1018
Moran Wealth Management
Florida
$62.8M +$172K +835 +0.3%
RIA
1019
RPG Investment Advisory
California
$62.8M -$796K -3,870 -1%
WPP
1020
Whalerock Point Partners
Rhode Island
$62.7M +$36.2K +176 +0.1%
AAS
1021
Ameritas Advisory Services
Nebraska
$62.7M +$25M +121,664 +64%
LFAS
1022
Level Four Advisory Services
Texas
$62.6M +$3.65M +17,759 +6%
KWA
1023
Kingswood Wealth Advisors
California
$62.6M +$2.73M +13,265 +4%
SI
1024
Sava Infond
Slovenia
$62.5M +$2.09M +10,160 +3%
BIAS
1025
Beacon Investment Advisory Services
New Jersey
$62.5M -$1.29M -6,264 -2%
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