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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1026
Soma Equity Partners
California
$57.6M +$57.5M +309,087 New
GC
1027
Grimes & Company
Massachusetts
$57.4M +$12.7M +68,424 +26%
GI
1028
GAMCO Investors
Connecticut
$57.3M -$69.6K -374 -0.1%
TF
1029
Talbot Financial
Washington
$57.3M +$5.75M +30,915 +11%
SWP
1030
Sagespring Wealth Partners
Tennessee
$57.2M +$2.59M +13,916 +5%
DAS
1031
Dynamic Advisor Solutions
Arizona
$57.1M -$10.7M -57,722 -16%
HWA
1032
HCR Wealth Advisors
California
$57M +$976K +5,243 +2%
TCA
1033
Teewinot Capital Advisers
New York
$56.9M -$977K -5,249 -2%
QPWM
1034
Quadrant Private Wealth Management
Pennsylvania
$56.9M +$2.14M +11,520 +4%
DIA
1035
Davidson Investment Advisors
Montana
$56.6M +$682K +3,663 +1%
BIA
1036
Biondo Investment Advisors
Pennsylvania
$56.5M -$7.18M -38,593 -11%
GAM
1037
Gemmer Asset Management
California
$56.1M +$194K +1,044 +0.3%
WWM
1038
Western Wealth Management
Colorado
$56.1M +$2.45M +13,136 +5%
CI
1039
CX Institutional
Indiana
$56.1M +$765K +4,109 +1%
KC
1040
KCM Capital
Kansas
$56M +$55.8M +300,000 New
AAP
1041
Arax Advisory Partners
Colorado
$55.9M -$22.7M -121,960 -29%
JC
1042
Jacobs & Co
California
$55.8M -$2.06M -11,070 -4%
AIM
1043
Avity Investment Management
Connecticut
$55.6M -$637K -3,423 -1%
CWM
1044
Concentrum Wealth Management
California
$55.4M +$126K +677 +0.2%
KCM
1045
Kornitzer Capital Management
Kansas
$55.4M +$435K +2,336 +0.8%
EWA
1046
Exencial Wealth Advisors
Oklahoma
$55.2M +$4.59M +24,662 +9%
Flossbach Von Storch
1047
Flossbach Von Storch
Germany
$55.2M -$22.4M -120,494 -29%
NO
1048
Ninety One
South Africa
$55M +$555K +2,982 +1%
NC
1049
NZS Capital
Colorado
$54.9M -$7.89M -42,393 -13%
MPM
1050
Meritage Portfolio Management
Kansas
$54.8M -$1.04M -5,575 -2%