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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1126
Forvis Mazars Wealth Advisors
Missouri
$51.2M -$302K -1,469 -0.6%
AFC
1127
AFT Forsyth & Company
Florida
$51.2M -$4.1M -19,939 -7%
TF
1128
Tompkins Financial
New York
$51.1M +$623K +3,028 +1%
HSA
1129
HBK Sorce Advisory
Pennsylvania
$50.9M +$158K +768 +0.3%
AAM
1130
Azzad Asset Management
Virginia
$50.8M +$459K +2,234 +0.9%
GAM
1131
Gemmer Asset Management
California
$50.8M -$5.05M -24,560 -9%
OC
1132
OceanIQ Capital
California
$50.6M +$47.9M +232,775 New
SWASL
1133
Spartan Wealth Advisory Services LLC
Michigan
$50.6M +$3.3M +16,061 +7%
OC
1134
Oakmont Corp
California
$50.5M -$6.64M -32,310 -11%
AWM
1135
Avior Wealth Management
Nebraska
$50.5M -$2.26M -10,980 -4%
WJS
1136
William John Sempolinski
Massachusetts
$50.4M -$568K -2,763 -1%
UOTTAIMCU
1137
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.4M +$8.91M +43,313 +21%
MG
1138
Mather Group
Illinois
$49.9M +$4.28M +20,797 +9%
BWP
1139
Balboa Wealth Partners
Arizona
$49.9M -$1.93M -9,393 -4%
RWB
1140
RMR Wealth Builders
New Jersey
$49.9M +$17.9K +87 +0%
QIM
1141
Quest Investment Management
Oregon
$49.9M -$14.1M -68,407 -22%
ACM
1142
Aljian Capital Management
Nevada
$49.7M +$232K +1,128 +0.5%
CSP
1143
Cary Street Partners
Virginia
$49.5M +$1.85M +8,983 +4%
TPA
1144
Trivium Point Advisory
Connecticut
$49.4M +$15.6M +75,934 +44%
PCP
1145
Proficio Capital Partners
Massachusetts
$49.3M +$20.9M +101,481 +70%
EAM
1146
EULAV Asset Management
Florida
$49.3M -$2.06M -9,997 -4%
KC
1147
Kadensa Capital
Hong Kong
$49.2M -$51.1M -248,351 -50%
EPW
1148
Evolve Private Wealth
California
$49.2M -$7.45M -36,220 -13%
IA
1149
Integrity Alliance
Iowa
$49M +$145K +704 +0.3%
MMA
1150
Mizuho Markets Americas
New York
$48.9M -$8.15M -39,641 -14%