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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1051
Oakworth Capital
Alabama
$48.3M -$3.11M -13,935 -6%
RPC
1052
Rossmore Private Capital
Connecticut
$48.3M -$249K -1,116 -0.5%
WP
1053
Waycross Partners
Kentucky
$48.3M +$4.21M +18,859 +10%
LSAG
1054
Lake Street Advisors Group
New Hampshire
$48.2M -$1.47M -6,575 -3%
GWM
1055
Greenwich Wealth Management
Connecticut
$48.1M +$384K +1,718 +0.8%
CAG
1056
Csenge Advisory Group
Florida
$48M -$737K -3,302 -2%
SGK
1057
Steigerwald Gordon & Koch
Virginia
$47.9M +$253K +1,132 +0.6%
VWM
1058
Valley Wealth Managers
New Jersey
$47.8M +$576K +2,579 +1%
AG
1059
Ascent Group
Virginia
$47.8M -$1.34M -5,989 -3%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.7M -$682K -3,056 -1%
EWA
1061
EverSource Wealth Advisors
Alabama
$47.5M -$539K -2,413 -1%
MG
1062
Mather Group
Illinois
$47.4M -$44.6M -199,566 -50%
CAL
1063
Capital Analysts LLC
Pennsylvania
$47.4M +$4.66M +20,856 +11%
EWM
1064
Executive Wealth Management
Michigan
$47.3M +$45.4M +203,080 New
PS
1065
Principal Securities
Iowa
$47.3M +$4.79M +21,439 +12%
CF
1066
Centaurus Financial
California
$47.2M +$962K +4,306 +2%
ECU
1067
Egerton Capital (UK)
United Kingdom
$47M +$45.1M +201,738 New
WPW
1068
Waldron Private Wealth
Pennsylvania
$47M +$215K +962 +0.5%
CFS
1069
CRA Financial Services
New Jersey
$46.8M -$131K -586 -0.3%
KFGK
1070
Keystone Financial Group (Kentucky)
Kentucky
$46.8M -$694K -3,108 -2%
RG
1071
Renaissance Group
Kentucky
$46.7M -$2.1M -9,390 -4%
UH
1072
Unigestion Holding
Switzerland
$46.7M +$35M +156,535 +358%
GI
1073
GAMMA Investing
California
$46.6M +$11.6M +51,842 +35%
HAM
1074
Honeycomb Asset Management
New York
$46.6M -$11.2M -50,000 -20%
ZF
1075
Zhang Financial
Michigan
$46.5M +$380K +1,701 +0.9%