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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1451
Berbice Capital Management
New York
$31.6M +$144K +700 +0.4%
APC
1452
Alta Park Capital
California
$31.6M -$5.09M -24,741 -14%
CAM
1453
Cypress Asset Management
Texas
$31.6M -$1.93M -9,367 -6%
TWM
1454
Tradition Wealth Management
Minnesota
$31.5M +$411K +1,999 +1%
HWM
1455
Heirloom Wealth Management
Colorado
$31.5M -$2.27M -11,059 -7%
WE
1456
Wealth Effects
Massachusetts
$31.5M +$30.8K +150 +0.1%
M
1457
MOTCO
Texas
$31.4M +$2.46M +11,956 +8%
LCOV
1458
London Company of Virginia
Virginia
$31.4M – – –
WM
1459
WS Management
Florida
$31.4M – – –
ACS
1460
Archford Capital Strategies
Illinois
$31.4M -$1.3M -6,334 -4%
AWC
1461
Abundance Wealth Counselors
Pennsylvania
$31.3M +$14.2M +68,884 +78%
YWM
1462
Yukon Wealth Management
Kansas
$31.3M +$27.6M +134,454 +612%
CPC
1463
Cookson Peirce & Co
Pennsylvania
$31.3M +$914K +4,444 +3%
BIA
1464
Benchmark Investment Advisors
Illinois
$31.2M -$359K -1,747 -1%
OFS
1465
OMC Financial Services
New York
$31.2M -$4.06M -19,736 -11%
KJWM
1466
Kiley Juergens Wealth Management
Washington
$31.1M -$88K -428 -0.3%
SACTSONJ
1467
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$31.1M -$1.89M -9,187 -6%
RP
1468
Rice Partnership
Hawaii
$31.1M +$308K +1,497 +1%
KP
1469
Keel Point
Alabama
$31M +$1.72M +8,349 +6%
AAM
1470
Advisors Asset Management
Colorado
$31M -$2.27M -11,048 -7%
GA
1471
GuoLine Advisory
Singapore
$31M – – –
VCP
1472
Varenne Capital Partners
France
$31M +$31.9M +154,959 New
CPIM
1473
Coalescence Partners Investment Management
New York
$31M -$27.8M -135,383 -47%
DSA
1474
Davis Selected Advisers
Arizona
$31M +$8.46M +41,171 +36%
KWM
1475
Kingsman Wealth Management
Florida
$30.9M -$94.4K -459 -0.3%