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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1476
Crown Advisors Management
California
$15.8M – – –
WCM
1477
Whitener Capital Management
North Carolina
$15.7M -$49.7K -421 -0.3%
NW
1478
Naviter Wealth
Arkansas
$15.7M +$1.95M +16,520 +15%
BSWM
1479
Boston Standard Wealth Management
Massachusetts
$15.6M +$14.8M +125,700 +3,973%
SIP
1480
Stoneridge Investment Partners
Pennsylvania
$15.6M -$21.1K -179 -0.1%
JFGIW
1481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.6M +$407K +3,444 +3%
WIM
1482
WIM Investment Management
Hong Kong
$15.6M +$15.2M +128,500 New
WCA
1483
Westover Capital Advisors
Delaware
$15.6M +$1.23M +10,450 +9%
IWA
1484
Icon Wealth Advisors
Texas
$15.6M +$700K +5,923 +5%
WC
1485
Whitney & Co
New York
$15.6M +$800K +6,771 +6%
PGIM
1486
Pacific Global Investment Management
California
$15.6M -$492K -4,162 -3%
SGDR
1487
SPX Gestao de Recursos
Brazil
$15.6M +$534K +4,523 +4%
WG
1488
Winton Group
United Kingdom
$15.5M -$1.93M -16,366 -11%
RS
1489
Robeco Schweiz
Switzerland
$15.4M -$2.83M -24,000 -16%
BFO
1490
Boston Family Office
Massachusetts
$15.4M +$9.08M +76,891 +154%
MWM
1491
Modera Wealth Management
New Jersey
$15.4M +$1.37M +11,581 +10%
FDP
1492
Financiere des Professionnels
Quebec, Canada
$15.4M -$165K -1,396 -1%
TYCC
1493
Texas Yale Capital Corp
Florida
$15.4M – – –
CPW
1494
Cove Private Wealth
New York
$15.3M – – –
AO
1495
Advisor OS
Illinois
$15.3M +$744K +6,301 +5%
MWA
1496
Monograph Wealth Advisors
California
$15.3M +$1.99M +16,855 +16%
PWCM
1497
Processus Wealth & Capital Management
Tennessee
$15.3M -$341K -2,887 -2%
AWA
1498
Aaron Wealth Advisors
Illinois
$15.2M +$2.83M +23,936 +24%
PGWM
1499
Parisi Gray Wealth Management
New Jersey
$15.2M +$18.8K +159 +0.1%
NRG
1500
Nemes Rush Group
Michigan
$15.2M -$17M -144,010 -90%
58 59
60
61 62