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Name Holding Trade Value Shares
Change
Change in
Stake
RMA
176
Roffman Miller Associates
Pennsylvania
$20.3M +$967K +1,329 +5%
RWP
177
RWA Wealth Partners
Massachusetts
$20.3M +$840K +1,154 +4%
BAMCO Inc
178
BAMCO Inc
New York
$19.2M -$17.5M -24,029 -45%
GFM
179
GF Fund Management
China
$19.2M -$3.82M -5,256 -15%
DWM
180
Destination Wealth Management
California
$19.2M +$430K +591 +2%
SSWM
181
Smith Salley Wealth Management
North Carolina
$19.1M +$415K +570 +2%
GIP
182
Gavilan Investment Partners
California
$19M
Group One Trading
183
Group One Trading
Illinois
$18.9M +$1.9M +2,613 +10%
GIA
184
Guyasuta Investment Advisors
Pennsylvania
$18.6M +$103K +142 +0.5%
WPI
185
Walter Public Investments
Canada
$18.5M -$983K -1,351 -5%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$18.5M +$2.24M +3,074 +12%
TNB
187
Thomasville National Bank
Georgia
$18.5M +$5.14M +7,064 +34%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$18.4M -$180K -247 -0.9%
Calamos Advisors
189
Calamos Advisors
Illinois
$18.4M +$11.2M +15,382 +124%
DJSG
190
D.J. St. Germain
Massachusetts
$18.4M +$827K +1,137 +4%
FIA
191
Foundations Investment Advisors
Arizona
$18.2M +$815K +1,120 +4%
QCM
192
QRG Capital Management
Illinois
$17.9M +$223K +306 +1%
BWP
193
Barlow Wealth Partners
Kentucky
$17.8M +$5.94M +8,172 +45%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$17.6M -$41.6M -57,225 -68%
Deutsche Bank
195
Deutsche Bank
Germany
$17.1M +$952K +1,309 +5%
MPM
196
Meritage Portfolio Management
Kansas
$16.9M -$399K -548 -2%
NSLI
197
Nan Shan Life Insurance
Taiwan
$16.7M -$34.7M -47,718 -65%
SWM
198
Segment Wealth Management
Texas
$16.6M +$80.8K +111 +0.4%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$16.6M -$1.18M -1,623 -6%
DKCM
200
Davidson Kempner Capital Management
New York
$16.6M -$51.1M -70,175 -74%