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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1076
Valmark Advisers
Ohio
$56.4M +$1.3M +4,841 +2%
MIM
1077
Morningstar Investment Management
Illinois
$56.3M -$27.2M -101,461 -33%
RA
1078
RFG Advisory
Alabama
$56.1M +$2.49M +9,291 +5%
CB
1079
Cadence Bank
Mississippi
$56M -$139K -519 -0.3%
SW
1080
SlateStone Wealth
Florida
$56M -$3.19M -11,895 -5%
CCWM
1081
Cassaday & Co Wealth Management
Virginia
$55.9M -$279K -1,040 -0.5%
JWM
1082
Jackson Wealth Management
Florida
$55.8M +$897K +3,341 +2%
LFM
1083
LGT Fund Management
Liechtenstein
$55.7M +$1.77M +6,596 +3%
DCM
1084
Dupont Capital Management
Delaware
$55.5M -$3.08M -11,475 -5%
FMC
1085
First Merchants Corp
Indiana
$55.3M -$875K -3,259 -2%
CAL
1086
Capital Analysts LLC
Pennsylvania
$55.3M +$350K +1,302 +0.6%
HDA
1087
Harold Davidson & Associates
California
$55M -$308K -1,146 -0.6%
NRG
1088
Nemes Rush Group
Michigan
$55M -$636K -2,368 -1%
VCA
1089
Verdence Capital Advisors
Maryland
$55M -$947K -3,529 -2%
HTIM
1090
Harbour Trust & Investment Management
Indiana
$55M -$1.3M -4,829 -2%
CBTWT
1091
Community Bank & Trust (Waco, Texas)
Texas
$55M -$1.86M -6,916 -3%
RCAG
1092
Rehmann Capital Advisory Group
Michigan
$54.9M +$290K +1,079 +0.5%
CFS
1093
CRA Financial Services
New Jersey
$54.9M -$206K -766 -0.4%
CCG
1094
Cypress Capital Group
Florida
$54.8M +$1.17M +4,365 +2%
CF
1095
Centaurus Financial
California
$54.8M +$488K +1,817 +0.9%
TA
1096
TruWealth Advisors
Louisiana
$54.7M +$222K +826 +0.4%
SBWIC
1097
Schaper Benz & Wise Investment Counsel
Wisconsin
$54.7M -$169K -630 -0.3%
CAM
1098
Close Asset Management
United Kingdom
$54.6M -$1.3M -4,859 -2%
PFA
1099
Perryman Financial Advisory
Texas
$54.5M +$53.8M +200,492 New
PAM
1100
Palisade Asset Management
Minnesota
$54.4M -$2.43M -9,055 -4%