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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1201
Mount Yale Investment Advisors
Colorado
$41.4M +$11.8M +63,390 +40%
TPA
1202
Trivium Point Advisory
Connecticut
$41.3M +$671K +3,604 +2%
HCM
1203
Horiko Capital Management
New York
$41.2M +$4.26M +22,901 +12%
WB
1204
Webster Bank
Connecticut
$41.2M -$1.55M -8,309 -4%
MIM
1205
Morningstar Investment Management
Illinois
$41.2M -$65.4M -351,399 -61%
DJSG
1206
D.J. St. Germain
Massachusetts
$41.2M -$6.7K -36 -0%
BWP
1207
Barlow Wealth Partners
Kentucky
$41.1M +$40.4K +217 +0.1%
AIP
1208
ARS Investment Partners
New York
$41.1M -$728K -3,909 -2%
QIM
1209
Quantitative Investment Management
Virginia
$41M +$12.7M +68,131 +45%
TAMH
1210
Taikang Asset Management (HK)
Hong Kong
$40.9M -$8.47M -45,486 -17%
FAM
1211
Fulcrum Asset Management
United Kingdom
$40.9M -$568K -3,052 -1%
AG
1212
Algert Global
California
$40.8M +$5.53M +29,735 +16%
TAM
1213
Talos Asset Management
New York
$40.8M +$7.1M +38,149 +21%
CA
1214
CSM Advisors
Pennsylvania
$40.8M +$4.05M +21,766 +11%
YIA
1215
YHB Investment Advisors
Connecticut
$40.8M -$571K -3,069 -1%
CIC
1216
Concord Investment Counsel
California
$40.7M -$4.29M -23,022 -10%
EWM
1217
Elite Wealth Management
Washington
$40.6M -$1.47M -7,916 -4%
FCA
1218
Fortis Capital Advisors
Kansas
$40.6M -$401K -2,152 -1%
ACM
1219
AlphaStar Capital Management
North Carolina
$40.6M +$9.01M +48,407 +29%
DA
1220
Denali Advisors
California
$40.5M -$71.7K -385 -0.2%
LBC
1221
Lowe Brockenbrough & Co
Virginia
$40.5M +$3.5M +18,803 +9%
WAM
1222
Werlinich Asset Management
Connecticut
$40.5M -$55.8K -300 -0.1%
RWA
1223
River Wealth Advisors
Pennsylvania
$40.4M -$450K -2,420 -1%
BWM
1224
Bernard Wealth Management
Michigan
$40.4M -$1.07M -5,739 -3%
FDP
1225
Financiere des Professionnels
Quebec, Canada
$40.3M -$535K -2,875 -1%
47 48
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