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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
501
Eastern Bank
Massachusetts
$9.01M +$92.5K +339 +0.9%
EP
502
Edgestream Partners
New Jersey
$8.98M +$8.1M +29,661 +287%
CWM
503
Calamos Wealth Management
Illinois
$8.93M +$925K +3,390 +9%
SLI
504
Sumitomo Life Insurance
Japan
$8.8M +$211K +774 +2%
FC
505
Franchise Capital
Cayman Islands
$8.76M +$2.07M +7,596 +24%
PAG
506
Private Advisory Group
Washington
$8.75M +$7.6M +27,846 +251%
BAM
507
Belpointe Asset Management
Nevada
$8.74M +$6.54M +23,961 +117%
QCM
508
Quantinno Capital Management
New York
$8.71M +$5.44M +19,917 +105%
EAM
509
Evanson Asset Management
California
$8.66M +$1.05M +3,831 +11%
CUAMC
510
China Universal Asset Management Company
China
$8.64M +$1.64M +5,994 +18%
MCM
511
McKinley Capital Management
Alaska
$8.61M +$564K +2,067 +6%
JWCA
512
J.W. Cole Advisors
Florida
$8.55M +$543K +1,989 +6%
PWM
513
Perigon Wealth Management
California
$8.52M +$612K +2,241 +6%
EAMA
514
EFG Asset Management (Americas)
Florida
$8.51M -$223K -816 -2%
GWS
515
Glassman Wealth Services
Virginia
$8.51M +$194K +711 +2%
STA
516
Summit Trail Advisors
New York
$8.49M -$2.13M -7,818 -17%
SFA
517
Sequoia Financial Advisors
Ohio
$8.45M +$916K +3,357 +10%
MWM
518
Meridian Wealth Management
Kentucky
$8.41M +$1.53M +5,607 +18%
BPWM
519
Badgley Phelps Wealth Managers
Washington
$8.39M +$22.9K +84 +0.2%
EWA
520
EP Wealth Advisors
California
$8.36M +$3.15M +11,550 +45%
JCM
521
Jag Capital Management
Missouri
$8.35M +$10.2M +37,191 New
VFA
522
Valeo Financial Advisors
Indiana
$8.32M -$2.31M -8,460 -19%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$8.29M +$24.6K +90 +0.2%
BC
524
Bartlett & Co
Ohio
$8.29M +$24.6K +90 +0.2%
PAS
525
Park Avenue Securities
New York
$8.29M +$1.04M +3,819 +12%
19 20
21
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