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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1001
Teamwork Financial Advisors
Texas
$31.9M +$7.47M +44,756 +34%
MC
1002
Montag & Caldwell
Georgia
$31.9M -$771K -4,621 -3%
JWCA
1003
J.W. Cole Advisors
Florida
$31.9M +$1.57M +9,384 +6%
CSIC
1004
Clifford Swan Investment Counsel
California
$31.8M -$127K -759 -0.4%
VVP
1005
Venture Visionary Partners
Ohio
$31.8M +$329K +1,969 +1%
MAM
1006
Melqart Asset Management
United Kingdom
$31.8M -$30.7M -184,158 -51%
EIA
1007
Edgemoor Investment Advisors
Maryland
$31.8M +$282K +1,688 +1%
LOM
1008
LTS One Management
New York
$31.6M +$4.17M +25,000 +17%
TA
1009
TRB Advisors
New York
$31.6M +$29.2M +175,000 New
ECM
1010
Everence Capital Management
Indiana
$31.6M
BFEC
1011
Benjamin F. Edwards & Company
Missouri
$31.5M +$83.6K +501 +0.3%
SMFG
1012
Sumitomo Mitsui Financial Group
Japan
$31.4M -$10M -59,894 -26%
MPM
1013
Meritage Portfolio Management
Kansas
$31.3M +$5.67M +33,992 +24%
AAS
1014
Annex Advisory Services
Wisconsin
$31.1M +$3.25M +19,478 +13%
BG
1015
BRX Global
New York
$31.1M
RC
1016
Roundview Capital
New Jersey
$30.9M +$1,000K +5,990 +4%
GFS
1017
GYL Financial Synergies
Connecticut
$30.9M +$775K +4,641 +3%
GAM
1018
Guinness Asset Management
United Kingdom
$30.9M +$2.42M +14,471 +9%
CWP
1019
Cyndeo Wealth Partners
Florida
$30.9M -$1.68M -10,060 -6%
FAT
1020
First American Trust
California
$30.8M +$2.72M +16,275 +11%
KFP
1021
KMG Fiduciary Partners
Ohio
$30.8M +$231K +1,383 +0.8%
NEI
1022
Northwest & Ethical Investments
Ontario, Canada
$30.6M +$1.96M +11,735 +7%
BFA
1023
Beaumont Financial Advisors
Massachusetts
$30.6M +$247K +1,481 +0.9%
AWA
1024
Arkadios Wealth Advisors
Georgia
$30.4M +$109K +653 +0.4%
H
1025
HoyleCohen
California
$30.3M -$205K -1,226 -0.7%