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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
501
Ferguson Wellman Capital Management
Oregon
$110M +$1.34M +7,328 +1%
SWP
502
Stratos Wealth Partners
Ohio
$110M +$8.4M +46,057 +8%
HIMCH
503
Hartford Investment Management Co (HIMCO)
Connecticut
$110M +$215K +1,178 +0.2%
HIIFS
504
Harel Insurance Investments & Financial Services
Israel
$109M +$3.29M +18,031 +3%
PWLP
505
Prio Wealth Limited Partnership
Massachusetts
$109M -$3.34M -18,282 -3%
TCM
506
Traynor Capital Management
Pennsylvania
$108M +$8.14M +44,615 +8%
OCBCO
507
Oversea-Chinese Banking Corp (OCBC)
Singapore
$107M +$10.8M +59,156 +12%
PCM
508
Palestra Capital Management
New York
$107M +$7.46M +40,910 +8%
BPA
509
Beacon Pointe Advisors
California
$107M -$3.37M -18,445 -3%
MCI
510
McDonald Capital Investors
California
$107M -$2.49M -13,654 -2%
Envestnet Portfolio Solutions
511
Envestnet Portfolio Solutions
Illinois
$107M +$4.85M +26,559 +5%
CGH
512
Crossmark Global Holdings
Texas
$107M -$5.38M -29,505 -5%
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$106M -$1.14M -6,274 -1%
NLGIA
514
Nippon Life Global Investors Americas
New York
$106M -$195K -1,070 -0.2%
CF
515
Cypress Funds
California
$106M
GT
516
Glenview Trust
Kentucky
$106M +$2.46M +13,465 +2%
WTC
517
WhitTier Trust Company
Nevada
$105M +$4.16M +22,810 +4%
MFWM
518
Motley Fool Wealth Management
Virginia
$105M -$4.88M -26,726 -5%
BHIA
519
Birch Hill Investment Advisors
Massachusetts
$104M -$557K -3,052 -0.5%
NIM
520
Northeast Investment Management
Massachusetts
$104M -$322K -1,767 -0.3%
IAA
521
Independent Advisor Alliance
North Carolina
$104M -$1.33M -7,278 -1%
EI
522
Ethic Inc
New York
$103M -$4.64M -25,418 -4%
BCI
523
Brinker Capital Investments
Pennsylvania
$103M -$1.67M -9,167 -2%
OPS
524
Orion Portfolio Solutions
Nebraska
$103M -$1.67M -9,167 -2%
CM
525
Castleark Management
Illinois
$103M -$2.43M -13,342 -2%