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Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$157M -$8.86M -52,700 -6%
GT
402
Glenview Trust
Kentucky
$157M +$3.66M +21,742 +2%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$156M +$17M +101,160 +13%
NSLI
404
Nan Shan Life Insurance
Taiwan
$156M +$19.6M +116,703 +15%
MYIA
405
Mount Yale Investment Advisors
Colorado
$155M -$987K -5,871 -0.7%
MIAN
406
Mariner Independent Advisor Network
Kansas
$155M +$21.9M +129,987 +17%
DWM
407
Destination Wealth Management
California
$154M +$3.43M +20,372 +2%
CW
408
Connectus Wealth
Ohio
$154M -$60.3M -358,590 -29%
CSIC
409
Clifford Swan Investment Counsel
California
$154M -$3.81M -22,661 -3%
CCMG
410
Clark Capital Management Group
Pennsylvania
$153M -$3.19M -18,974 -2%
LCM
411
Logan Capital Management
Pennsylvania
$153M -$3.4M -20,201 -2%
SI
412
Stephens Inc
Arkansas
$152M -$6.77M -40,287 -4%
PCM
413
Parsons Capital Management
Rhode Island
$151M -$4.68M -27,813 -3%
NC
414
Nicholas Company
Wisconsin
$150M +$124K +740 +0.1%
SAM
415
Silvercrest Asset Management
New York
$149M +$1.19M +7,074 +0.8%
AWA
416
Aaron Wealth Advisors
Illinois
$149M +$4.37B +25,989,570 +30,392%
AAS
417
Avantax Advisory Services
Texas
$148M +$3.82M +22,730 +3%
HIMC
418
Heritage Investors Management Corp
Maryland
$147M +$127K +754 +0.1%
PA
419
Profund Advisors
Maryland
$147M -$51.3M -304,772 -27%
Pacer Advisors
420
Pacer Advisors
Pennsylvania
$145M -$57.5M -341,743 -29%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$144M +$25.5M +151,431 +22%
PFO
422
Pathstone Family Office
New Jersey
$142M +$1.46M +8,660 +1%
NIM
423
Northeast Investment Management
Massachusetts
$142M -$3.81M -22,667 -3%
BRWA
424
B. Riley Wealth Advisors
Florida
$141M -$9.72M -57,774 -7%
PFPT
425
Pinnacle Financial Partners (Tennessee)
Tennessee
$141M +$3.82M +22,718 +3%