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Name Holding Trade Value Shares
Change
Change in
Stake
SMTF
826
Sphera Management Technology Funds
Israel
$10.7M +$736K +1,850 +8%
QI
827
Qtron Investments
Massachusetts
$10.7M -$1.71M -4,308 -15%
PA
828
Procyon Advisors
Connecticut
$10.7M +$209M +526,446 +2,326%
AWA
829
Arete Wealth Advisors
Illinois
$10.6M +$683K +1,718 +7%
EWA
830
Exit Wealth Advisors
Georgia
$10.6M +$880K +2,212 +10%
TCIIS
831
TIAA-CREF Individual & Institutional Services
New York
$10.6M +$656K +1,649 +7%
WC
832
Wynn Capital
Georgia
$10.6M +$45.7K +115 +0.5%
JWM
833
Jessup Wealth Management
Ohio
$10.6M -$405K -1,019 -4%
KIA
834
Knollwood Investment Advisory
Maryland
$10.6M – – –
1832 Asset Management
835
1832 Asset Management
Ontario, Canada
$10.6M -$48.1M -121,012 -83%
OAM
836
Ostrum Asset Management
France
$10.5M +$3.57M +8,979 +56%
FCP
837
Fidelis Capital Partners
Florida
$10.5M +$362K +910 +4%
JPWM
838
Jamison Private Wealth Management
Georgia
$10.5M +$447K +1,123 +5%
CWP
839
Cyndeo Wealth Partners
Florida
$10.5M +$645K +1,621 +7%
VCA
840
Verdence Capital Advisors
Maryland
$10.4M +$2.11M +5,313 +27%
AFA
841
AA Financial Advisors
Ohio
$10.4M -$587K -1,475 -6%
CIM
842
Contravisory Investment Management
Massachusetts
$10.3M -$29K -73 -0.3%
SWASL
843
Spartan Wealth Advisory Services LLC
Michigan
$10.3M +$241K +607 +3%
NCM
844
Noesis Capital Mangement
Florida
$10.2M +$286K +720 +3%
MCP
845
Meridiem Capital Partners
Texas
$10.2M -$48M -120,694 -83%
GKIM
846
GW&K Investment Management
Massachusetts
$10.2M +$239K +600 +3%
SW
847
SVB Wealth
Massachusetts
$10.2M -$778K -1,956 -7%
BG
848
Bollard Group
Massachusetts
$10.2M -$4.39M -11,040 -31%
FGC
849
Financial Gravity Companies
Texas
$10.2M +$9.62M +24,177 New
CPIG
850
Chicago Partners Investment Group
Illinois
$10.2M +$5.1M +12,835 +68%