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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Caldwell Trust
Florida
$56.5M +$32.5K +177 +0.1%
BPIA
1002
Broad Peak Investment Advisers
Singapore
$56.3M – – –
MGIA
1003
Moneta Group Investment Advisors
Missouri
$56.2M -$1.97M -10,746 -3%
HHMI
1004
Howard Hughes Medical Institute
Maryland
$56.2M +$58.1M +316,884 +6,069%
DS
1005
DRW Securities
Illinois
$56.1M +$46.8M +255,031 +383%
SBFM
1006
S-Bank Fund Management
Finland
$55.7M -$3.01M -16,430 -5%
OMC
1007
Overbrook Management Corp
New York
$55.6M +$338K +1,842 +0.6%
DAS
1008
Dynamic Advisor Solutions
Arizona
$55.6M +$2.29M +12,472 +4%
BIAS
1009
Beacon Investment Advisory Services
New Jersey
$55.6M +$5.47M +29,835 +10%
PIA
1010
Perennial Investment Advisors
California
$55.6M -$2.98M -16,237 -5%
SBF
1011
Sara-Bay Financial
Florida
$55.6M -$1.87M -10,170 -3%
KF
1012
Krilogy Financial
Missouri
$55.5M +$331K +1,803 +0.6%
RIA
1013
RPG Investment Advisory
California
$55.4M -$561K -3,060 -1%
QIM
1014
Quest Investment Management
Oregon
$55.4M -$3.46M -18,881 -6%
WANY
1015
Wealthspire Advisors (New York)
New York
$55.3M -$14.3M -78,062 -20%
UF
1016
Univest Financial
Pennsylvania
$55.1M +$4.49M +24,489 +8%
EIA
1017
Emerald Investment Advisers
Pennsylvania
$55.1M +$57.9M +315,851 New
CWP
1018
Cyndeo Wealth Partners
Florida
$55M +$4.62M +25,207 +9%
HC
1019
Headwater Capital
China
$54.9M +$57.8M +315,000 New
CI
1020
CX Institutional
Indiana
$54.8M +$2.51M +13,681 +5%
QPWM
1021
Quadrant Private Wealth Management
Pennsylvania
$54.8M +$1.68M +9,162 +3%
VC
1022
Vestor Capital
Illinois
$54.6M +$56.8M +309,628 +8,368%
MWM
1023
Moran Wealth Management
Florida
$54.6M -$691K -3,765 -1%
WPP
1024
Whalerock Point Partners
Rhode Island
$54.6M -$461K -2,515 -0.8%
SB
1025
Simmons Bank
Arkansas
$54.6M -$743K -4,048 -1%
39 40
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