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Name Holding Trade Value Shares
Change 		Change in
Stake
SWASL
1126
Spartan Wealth Advisory Services LLC
Michigan
$50.6M +$3.3M +16,061 +7%
OC
1127
Oakmont Corp
California
$50.5M -$6.64M -32,310 -11%
AWM
1128
Avior Wealth Management
Nebraska
$50.5M -$2.26M -10,980 -4%
WJS
1129
William John Sempolinski
Massachusetts
$50.4M +$51.8M +251,777 New
UOTTAIMCU
1130
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.4M +$8.91M +43,313 +21%
MG
1131
Mather Group
Illinois
$49.9M +$4.28M +20,797 +9%
BWP
1132
Balboa Wealth Partners
Arizona
$49.9M -$1.93M -9,393 -4%
RWB
1133
RMR Wealth Builders
New Jersey
$49.9M +$17.9K +87 +0%
QIM
1134
Quest Investment Management
Oregon
$49.9M -$14.1M -68,407 -22%
ACM
1135
Aljian Capital Management
Nevada
$49.7M +$232K +1,128 +0.5%
CSP
1136
Cary Street Partners
Virginia
$49.5M +$1.85M +8,983 +4%
TPA
1137
Trivium Point Advisory
Connecticut
$49.4M +$15.6M +75,934 +44%
PCP
1138
Proficio Capital Partners
Massachusetts
$49.3M +$20.9M +101,481 +70%
EAM
1139
EULAV Asset Management
Florida
$49.3M -$2.06M -9,997 -4%
KC
1140
Kadensa Capital
Hong Kong
$49.2M -$51.1M -248,351 -50%
EPW
1141
Evolve Private Wealth
California
$49.2M -$7.45M -36,220 -13%
IA
1142
Integrity Alliance
Iowa
$49M +$145K +704 +0.3%
MMA
1143
Mizuho Markets Americas
New York
$48.9M -$8.15M -39,641 -14%
NFSG
1144
Newbridge Financial Services Group
Florida
$48.8M +$758K +3,689 +2%
LPT
1145
Legacy Private Trust
Wisconsin
$48.7M -$1.86M -9,040 -4%
CA
1146
CoreCap Advisors
Michigan
$48.6M +$776K +3,775 +2%
SWM
1147
Segment Wealth Management
Texas
$48.5M +$258K +1,255 +0.5%
EWA
1148
EverSource Wealth Advisors
Alabama
$48.5M -$6.37M -31,000 -11%
TCA
1149
Trifecta Capital Advisors
Illinois
$48.3M -$189K -919 -0.4%
MAM
1150
Martingale Asset Management
Massachusetts
$48.3M +$12.9M +62,628 +35%
44 45
46
47 48