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Name Holding Trade Value Shares
Change
Change in
Stake
ML
551
McAdam LLC
Pennsylvania
$861K -$300 -1 -0%
AAM
552
Auxier Asset Management
Oregon
$857K -$30K -100 -3%
MG
553
Mather Group
Illinois
$842K +$624K +2,080 +288%
PRC
554
Pearl River Capital
Michigan
$840K +$139K +465 +20%
GFP
555
Gryphon Financial Partners
Ohio
$833K -$364K -1,215 -30%
ESCM
556
Echo Street Capital Management
New York
$830K +$828K +2,761 New
ST
557
Sentinel Trust
Texas
$824K +$821K +2,740 New
LWAM
558
Legacy Wealth Asset Management
Minnesota
$823K +$210K +701 +34%
BWA
559
Brave Warrior Advisors
New York
$821K -$33.6M -112,133 -98%
HJIM
560
Henry James International Management
New York
$812K
AIA
561
Alera Investment Advisors
Illinois
$808K
SF
562
Summit Financial
New Jersey
$806K +$600 +2 +0.1%
CI Investments Inc
563
CI Investments Inc
Ontario, Canada
$790K -$257K -856 -25%
FAIM
564
Financial Advocates Investment Management
Washington
$790K +$452K +1,508 New
CC
565
Chicago Capital
Illinois
$781K
MGIA
566
Moneta Group Investment Advisors
Missouri
$777K -$93.5K -312 -11%
SXL
567
Summit X LLC
Missouri
$763K
WPW
568
Waldron Private Wealth
Pennsylvania
$761K -$18.9K -63 -2%
AO
569
Advisor OS
Illinois
$756K +$27.3K +91 +4%
HA
570
Harbor Advisors
Florida
$751K
VRS
571
Virginia Retirement Systems
Virginia
$751K +$749K +2,500 New
CFSG
572
Community Financial Services Group
Vermont
$745K +$64.5K +215 +10%
APA
573
American Portfolios Advisors
New York
$740K +$164K +546 +28%
NFG
574
Nations Financial Group
Iowa
$739K -$320K -1,067 -30%
CP
575
Covenant Partners
Tennessee
$738K