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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
876
Adell Harriman & Carpenter
Texas
$15.1M -$2.39M -24,169 -12%
IWC
877
Integrated Wealth Concepts
Massachusetts
$15M +$783K +7,924 +5%
CAMG
878
CWA Asset Management Group
Florida
$15M -$137K -1,387 -0.8%
MA
879
Mutual Advisors
Nebraska
$15M +$723K +7,320 +4%
AI
880
ArchPoint Investors
Florida
$14.9M -$3.35M -33,885 -16%
BA
881
Bristlecone Advisors
Washington
$14.9M +$670K +6,779 +4%
BWFA
882
Baltimore-Washington Financial Advisors
Maryland
$14.9M -$310K -3,140 -2%
NCM
883
Narwhal Capital Management
Georgia
$14.9M -$329K -3,328 -2%
PCM
884
Pennsylvania Capital Management
Pennsylvania
$14.9M -$5.29M -53,571 -26%
OPS
885
Orion Portfolio Solutions
Nebraska
$14.9M +$61.6K +624 +0.4%
WTB
886
Washington Trust Bank
Washington
$14.8M +$1.74M +17,571 +11%
TH
887
TCTC Holdings
Texas
$14.8M +$829K +8,390 +5%
CSIC
888
Clifford Swan Investment Counsel
California
$14.7M -$238K -2,414 -1%
CM
889
Castleark Management
Illinois
$14.6M
BTWM
890
Baker Tilly Wealth Management
Wisconsin
$14.6M +$492K +4,976 +3%
WPW
891
Waldron Private Wealth
Pennsylvania
$14.5M
BG
892
BRX Global
New York
$14.5M +$2.28M +23,122 +15%
JWCA
893
J.W. Cole Advisors
Florida
$14.5M -$337K -3,407 -2%
LDB
894
Lee, Danner & Bass
Tennessee
$14.5M -$79.5K -805 -0.5%
NSAM
895
North Star Asset Management
Wisconsin
$14.4M +$402K +4,071 +2%
TA
896
TruWealth Advisors
Louisiana
$14.4M +$426K +4,311 +3%
MADR
897
Milestones Administradora de Recursos
Brazil
$14.4M
MPM
898
Meritage Portfolio Management
Kansas
$14.4M -$788K -7,973 -4%
SAM
899
Sabadell Asset Management
Spain
$14.4M -$6.11M -61,879 -29%
VAS
900
Vestmark Advisory Solutions
Massachusetts
$14.4M -$1.75M -17,743 -9%