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Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1501
HWG Holdings
Texas
$29.6M +$3.03M +14,749 +11%
BG
1502
Bollard Group
Massachusetts
$29.5M +$691K +3,360 +2%
AO
1503
Advisor OS
Illinois
$29.4M -$141K -686 -0.5%
OL
1504
Optas LLC
Texas
$29.4M -$29.2M -142,190 -49%
GEA
1505
Glen Eagle Advisors
New Jersey
$29.4M -$79K -384 -0.3%
WCA
1506
Westover Capital Advisors
Delaware
$29.4M +$109K +532 +0.4%
ZDA
1507
Zweig-DiMenna Associates
New York
$29.3M +$3.28M +15,975 +12%
NONA
1508
Ninety One North America
New York
$29.3M – – –
BWP
1509
Burling Wealth Partners
Illinois
$29.3M +$194K +942 +0.6%
ZAM
1510
Zevin Asset Management
Massachusetts
$29.2M -$3.16M -15,356 -10%
SAS
1511
Stelac Advisory Services
New York
$29.1M +$14.6K +71 +0%
LRI
1512
Linden Rose Investment
Texas
$29.1M -$19M -92,351 -39%
SAG
1513
SageView Advisory Group
California
$29.1M -$795K -3,865 -3%
AC
1514
Arjuna Capital
North Carolina
$29.1M -$977K -4,751 -3%
SCP
1515
Sivia Capital Partners
California
$29.1M +$3.98M +19,377 +15%
IAAG
1516
Innovative Asset Advisors Group
Connecticut
$29M -$84.5K -411 -0.3%
JWBC
1517
J.W. Burns & Co
New York
$29M +$1.47M +7,161 +5%
DWM
1518
Dynasty Wealth Management
Florida
$29M -$3.83M -18,631 -11%
SAM
1519
Secure Asset Management
Michigan
$29M +$820K +3,987 +3%
CC
1520
Cadinha & Co
Hawaii
$29M +$45K +219 +0.2%
JSL
1521
JT Stratford LLC
Georgia
$29M -$216K -1,051 -0.7%
VWS
1522
Virtus Wealth Solutions
New Jersey
$28.9M +$5.28M +25,683 +22%
NCM
1523
NCM Capital Management
New Jersey
$28.9M +$3M +14,583 +11%
RG
1524
Renaissance Group
Kentucky
$28.9M +$29.3M +142,677 +8,658%
UAG
1525
United Advisor Group
Ohio
$28.8M -$187K -909 -0.6%
59 60
61
62 63