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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1076
Cascade Financial Partners
California
$51.5M -$224K -992 -0.5%
CAL
1077
Capital Analysts LLC
Pennsylvania
$51.5M +$1.17M +5,186 +3%
WA
1078
WestEnd Advisors
North Carolina
$51.4M -$502K -2,220 -1%
JWM
1079
Jackson Wealth Management
Florida
$51.4M +$479K +2,120 +1%
SBWIC
1080
Schaper Benz & Wise Investment Counsel
Wisconsin
$51.4M -$1.4M -6,210 -3%
RCAG
1081
Rehmann Capital Advisory Group
Michigan
$51.2M +$295K +1,307 +0.7%
KJHP
1082
K.J. Harrison & Partners
Ontario, Canada
$51.2M +$7.21M +31,937 +19%
SAG
1083
SageView Advisory Group
California
$51.1M +$3.15M +13,955 +7%
TA
1084
TruWealth Advisors
Louisiana
$51M +$684K +3,028 +2%
CP
1085
Cumberland Partners
Ontario, Canada
$51M +$30.4M +134,564 +205%
CF
1086
Centaurus Financial
California
$50.9M +$45.1M +199,830 New
BFC
1087
Blue Fin Capital
Rhode Island
$50.9M -$686K -3,036 -1%
VAS
1088
Vestmark Advisory Solutions
Massachusetts
$50.7M +$14.1M +62,281 +46%
ANBT
1089
American National Bank & Trust
Texas
$50.6M +$723K +3,202 +2%
CA
1090
Cache Advisors
California
$50.4M +$3.26M +14,428 +8%
LFM
1091
LGT Fund Management
Liechtenstein
$50.4M +$8.9M +39,388 +25%
SW
1092
Solidarity Wealth
Utah
$50.4M +$937K +4,148 +2%
CCG
1093
Cypress Capital Group
Florida
$50.3M -$359K -1,588 -0.8%
WP
1094
WealthPLAN Partners
Nebraska
$50.3M -$266K -1,176 -0.6%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$50.2M +$3.42M +15,130 +8%
RA
1096
RFG Advisory
Alabama
$50.1M -$4.06M -17,970 -8%
LPT
1097
Legacy Private Trust
Wisconsin
$49.8M +$3.16M +14,002 +8%
CRB
1098
Chad R. Baker
$49.8M
MAM
1099
Madison Asset Management
Wisconsin
$49.7M +$2.23M +9,883 +5%
RMC
1100
Resources Management Corp
Connecticut
$49.7M -$1.09M -4,838 -2%