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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
901
Stratos Wealth Partners
Ohio
$18.6M +$806K +2,312 +5%
LWM
902
Lyell Wealth Management
California
$18.6M +$1.25M +3,586 +7%
WPP
903
Whalerock Point Partners
Rhode Island
$18.5M -$11.9K -34 -0.1%
GC
904
Grimes & Company
Massachusetts
$18.5M -$211K -605 -1%
CAL
905
Capital Analysts LLC
Pennsylvania
$18.5M +$686K +1,968 +4%
CSP
906
Cary Street Partners
Virginia
$18.4M +$2.55M +7,325 +16%
FNBT
907
FineMark National Bank & Trust
Florida
$18.4M -$339K -972 -2%
MWM
908
Mission Wealth Management
California
$18.4M +$257K +737 +1%
IMC Chicago
909
IMC Chicago
Illinois
$18.4M +$18.1M +51,882 New
SHGA
910
Sand Hill Global Advisors
California
$18.4M +$278K +798 +2%
DAC
911
Dividend Assets Capital
South Carolina
$18.3M -$225K -646 -1%
ZBNA
912
Zions Bancorporation, National Association
Utah
$18.3M +$312K +895 +2%
CWM
913
Cabot Wealth Management
Massachusetts
$18.2M -$327K -939 -2%
RC
914
Roundview Capital
New Jersey
$18.1M +$1.03M +2,943 +6%
PCA
915
Pallas Capital Advisors
Massachusetts
$18.1M -$166K -477 -0.9%
IC
916
Immersion Capital
United Kingdom
$18.1M -$4.98M -14,289 -22%
RWA
917
River Wealth Advisors
Pennsylvania
$18.1M +$341K +978 +2%
TSS
918
Thomas Story & Son
Indiana
$18.1M -$1.86M -5,336 -9%
GVAG
919
Great Valley Advisor Group
Delaware
$18.1M -$6.76M -19,405 -28%
GAM
920
Griffin Asset Management
New York
$18M -$216K -621 -1%
NCM
921
Narwhal Capital Management
Georgia
$17.8M -$824K -2,363 -4%
GPTE
922
Generali Powszechne Towarzystwo Emerytalne
Poland
$17.8M +$10.5M +30,000 +149%
M
923
Mirova
France
$17.7M +$1.74M +4,979 +11%
PIP
924
Peachtree Investment Partners
Florida
$17.7M -$67.6K -194 -0.4%
BCM
925
Brookstone Capital Management
Illinois
$17.6M +$2.03M +5,829 +13%