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Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
1026
Boussard & Gavaudan Investment Management
United Kingdom
$11.1M +$11.5M +237,140 New
DT
1027
Diversified Trust
Tennessee
$11.1M +$10.7M +221,028 +368%
FMC
1028
First Merchants Corp
Indiana
$11.1M -$612K -12,628 -4%
PFU
1029
Parus Finance (UK)
United Kingdom
$11M -$25.6M -527,600 -65%
BPA
1030
Beacon Pointe Advisors
California
$11M +$13.5M +278,248 New
TW
1031
Transform Wealth
Colorado
$11M +$190K +3,924 +1%
GWM
1032
Greenwich Wealth Management
Connecticut
$11M +$18.2K +376 +0.1%
RM
1033
Resource Management
Louisiana
$11M -$433K -8,932 -3%
GI
1034
Gradient Investments
Minnesota
$10.9M -$650K -13,412 -5%
SBSB
1035
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.9M -$133K -2,744 -1%
EVM
1036
Evelyn V. Moreno
$10.9M -$132K -2,720 -1%
IGGA
1037
Iron Gate Global Advisors
Utah
$10.9M +$2.05M +42,320 +20%
CM
1038
Churchill Management
California
$10.9M +$1.39M +28,600 +12%
LC
1039
Lourd Capital
California
$10.8M -$217K -4,472 -2%
BJL
1040
Brighton Jones LLC
Washington
$10.8M +$681K +14,048 +5%
CCFCSB
1041
Cape Cod Five Cents Savings Bank
Massachusetts
$10.8M +$7.95K +164 +0.1%
KFGK
1042
Keystone Financial Group (Kentucky)
Kentucky
$10.8M +$417K +8,608 +3%
SFS
1043
Strategic Financial Services
New York
$10.8M +$1.75M +36,012 +15%
RWA
1044
Ropes Wealth Advisors
Massachusetts
$10.8M -$311K -6,408 -2%
BA
1045
Bristlecone Advisors
Washington
$10.7M -$472K -9,728 -3%
AAM
1046
Autus Asset Management
Arizona
$10.7M +$13.6K +280 +0.1%
RPA
1047
Rock Point Advisors
Vermont
$10.7M +$3.04M +62,736 +30%
MAM
1048
Mark Asset Management
New York
$10.7M -$2.56M -52,892 -16%
SWK
1049
Stephen W. Kidder
$10.7M -$515K -10,628 -4%
RC
1050
Roundview Capital
New Jersey
$10.7M +$969K +19,984 +8%