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Name Holding Trade Value Shares
Change
Change in
Stake
Flossbach Von Storch
1001
Flossbach Von Storch
Germany
$56.6M +$5.22M +28,468 +10%
Caldwell Trust
1002
Caldwell Trust
Florida
$56.5M +$32.5K +177 +0.1%
BPIA
1003
Broad Peak Investment Advisers
Singapore
$56.3M – – –
Moneta Group Investment Advisors
1004
Moneta Group Investment Advisors
Missouri
$56.2M -$1.97M -10,746 -3%
HHMI
1005
Howard Hughes Medical Institute
Maryland
$56.2M +$58.1M +316,884 +6,069%
DRW Securities
1006
DRW Securities
Illinois
$56.1M +$46.8M +255,031 +383%
S-Bank Fund Management
1007
S-Bank Fund Management
Finland
$55.7M -$3.01M -16,430 -5%
Overbrook Management Corp
1008
Overbrook Management Corp
New York
$55.6M +$338K +1,842 +0.6%
Dynamic Advisor Solutions
1009
Dynamic Advisor Solutions
Arizona
$55.6M +$2.29M +12,472 +4%
Beacon Investment Advisory Services
1010
Beacon Investment Advisory Services
New Jersey
$55.6M +$5.47M +29,835 +10%
Perennial Investment Advisors
1011
Perennial Investment Advisors
California
$55.6M -$2.98M -16,237 -5%
SBF
1012
Sara-Bay Financial
Florida
$55.6M -$1.87M -10,170 -3%
Krilogy Financial
1013
Krilogy Financial
Missouri
$55.5M +$331K +1,803 +0.6%
RIA
1014
RPG Investment Advisory
California
$55.4M -$561K -3,060 -1%
Quest Investment Management
1015
Quest Investment Management
Oregon
$55.4M -$3.46M -18,881 -6%
Wealthspire Advisors (New York)
1016
Wealthspire Advisors (New York)
New York
$55.3M -$14.3M -78,062 -20%
Univest Financial
1017
Univest Financial
Pennsylvania
$55.1M +$4.49M +24,489 +8%
Emerald Investment Advisers
1018
Emerald Investment Advisers
Pennsylvania
$55.1M +$57.9M +315,851 New
Cyndeo Wealth Partners
1019
Cyndeo Wealth Partners
Florida
$55M +$4.62M +25,207 +9%
HC
1020
Headwater Capital
China
$54.9M +$57.8M +315,000 New
CX Institutional
1021
CX Institutional
Indiana
$54.8M +$2.51M +13,681 +5%
QPWM
1022
Quadrant Private Wealth Management
Pennsylvania
$54.8M +$1.68M +9,162 +3%
Vestor Capital
1023
Vestor Capital
Illinois
$54.6M +$448K +2,443 +0.8%
Moran Wealth Management
1024
Moran Wealth Management
Florida
$54.6M -$691K -3,765 -1%
WPP
1025
Whalerock Point Partners
Rhode Island
$54.6M -$461K -2,515 -0.8%