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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1026
Compass Capital Management
Minnesota
$54.6M -$3.56M -19,418 -6%
JAFL
1027
Jay A. Fishman Ltd
Michigan
$54.5M -$445K -2,425 -0.8%
SWA
1028
Stratos Wealth Advisors
Ohio
$54.3M -$3.78M -20,614 -6%
SWP
1029
Sagespring Wealth Partners
Tennessee
$53.8M +$260K +1,419 +0.5%
IAS
1030
Insigneo Advisory Services
Florida
$53.6M -$352K -1,918 -0.6%
WHG
1031
Westwood Holdings Group
Texas
$53.3M -$2.95M -16,079 -5%
SCA
1032
Stillwater Capital Advisors
Pennsylvania
$53.2M -$5.76M -31,398 -9%
NO
1033
Ninety One
South Africa
$53.2M +$2.52M +13,711 +5%
HWA
1034
HCR Wealth Advisors
California
$53.1M -$120K -653 -0.2%
DG
1035
DigitalBridge Group
Florida
$53.1M +$18.3M +99,766 +49%
OA
1036
Oak Associates
Ohio
$52.9M -$3.86M -21,056 -6%
CWM
1037
Concentrum Wealth Management
California
$52.8M +$968K +5,279 +2%
SI
1038
Sava Infond
Slovenia
$52.7M -$2.65M -14,420 -5%
KC
1039
KCM Capital
Kansas
$52.3M – – –
AIP
1040
ARS Investment Partners
New York
$52.3M +$14.6M +79,583 +36%
CC
1041
Clearline Capital
New York
$52.3M +$18.4M +100,386 +50%
SS
1042
Sunbelt Securities
Texas
$52.3M -$7.01M -38,186 -11%
KWA
1043
Kingswood Wealth Advisors
California
$52.2M -$1.75M -9,560 -3%
JC
1044
Jacobs & Co
California
$52.2M +$49.2K +268 +0.1%
BIA
1045
Biondo Investment Advisors
Pennsylvania
$51.9M -$1.04M -5,684 -2%
WTB
1046
Washington Trust Bank
Washington
$51.8M -$4.06M -22,129 -7%
FAT
1047
First American Trust
California
$51.7M +$2.35M +12,827 +5%
LFAS
1048
Level Four Advisory Services
Texas
$51.5M +$2.53M +13,807 +5%
GCM
1049
Graham Capital Management
Connecticut
$51.3M +$13.1M +71,592 +32%
MCM
1050
Moore Capital Management
New York
$51.2M +$3.13M +17,072 +6%
40 41
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