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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
451
D.J. St. Germain
Massachusetts
$917K -$1.88K -52 -0.2%
ASN
452
Advisory Services Network
Georgia
$917K +$210K +5,812 +30%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$916K +$15.3K +423 +2%
VCM
454
Virtue Capital Management
Tennessee
$912K +$915K +25,320 New
NNP
455
Nachman Norwood & Parrott
South Carolina
$909K +$6.5K +180 +0.7%
HTC
456
Haverford Trust Company
Pennsylvania
$908K -$18.1K -500 -2%
ECM
457
EagleClaw Capital Management
Massachusetts
$897K
OAM
458
Oak Asset Management
California
$896K +$55.3K +1,530 +7%
SC
459
Sawyer & Company
Massachusetts
$892K
SPC
460
Sigma Planning Corp
Michigan
$881K +$80.8K +2,236 +10%
CAM
461
Cozad Asset Management
Illinois
$871K -$23.6K -654 -3%
RA
462
RFG Advisory
Alabama
$867K +$40.2K +1,113 +5%
ITIM
463
Indiana Trust & Investment Management
Indiana
$848K
OAM
464
Optimal Asset Management
California
$842K -$617K -17,080 -42%
FLPIM
465
F.L. Putnam Investment Management
Massachusetts
$838K +$239K +6,606 +40%
BCM
466
Breiter Capital Management
Florida
$829K +$59.1K +1,637 +8%
SW
467
SVB Wealth
Massachusetts
$828K +$36K +996 +5%
CI
468
Cigna Investments
Connecticut
$823K +$81.7K +2,262 +11%
AFG
469
Albion Financial Group
Utah
$821K +$64.1K +1,774 +8%
MGIM
470
M&G Investment Management
United Kingdom
$820K -$21.4K -593 -3%
SGCA
471
Steel Grove Capital Advisors
Tennessee
$820K
AP
472
Advisor Partners
California
$817K +$153K +4,238 +23%
Teacher Retirement System of Texas
473
Teacher Retirement System of Texas
Texas
$815K -$14.7M -406,390 -95%
FMC
474
First Merchants Corp
Indiana
$811K -$199K -5,509 -20%
CWM
475
Cornerstone Wealth Management
Missouri
$809K +$36.6K +1,014 +5%