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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
AE Wealth Management
Kansas
$11.6M +$461K +2,105 +4%
BPWM
277
Badgley Phelps Wealth Managers
Washington
$11.4M +$853K +3,898 +7%
WB
278
WesBanco Bank
West Virginia
$11.4M +$718K +3,281 +6%
HKAM
279
Horizon Kinetics Asset Management
New York
$11.3M -$199K -911 -2%
CP
280
Capital Planning
Washington
$11.2M +$2.64M +12,053 +26%
LSAG
281
Lake Street Advisors Group
New Hampshire
$11.2M +$61.9K +283 +0.5%
PFO
282
Pathstone Family Office
New Jersey
$11.1M +$4.38M +20,033 +54%
CA
283
Cetera Advisors
Colorado
$11.1M +$201K +920 +2%
WT
284
Whittier Trust
California
$11M -$396K -1,811 -3%
JC
285
Jacobs & Co
California
$11M +$271K +1,239 +2%
NAM
286
NorthCrest Asset Manangement
Minnesota
$10.8M +$10.1K +46 +0.1%
SGK
287
Steigerwald Gordon & Koch
Virginia
$10.8M +$346K +1,583 +3%
SAM
288
Shikiar Asset Management
New York
$10.7M -$95.2K -435 -0.8%
CA
289
Cornerstone Advisors
North Carolina
$10.7M -$3.57M -16,300 -23%
CSIC
290
Clifford Swan Investment Counsel
California
$10.6M -$236K -1,079 -2%
MCM
291
MAI Capital Management
Ohio
$10.6M -$1.18M -5,401 -9%
GLAM
292
Gardner Lewis Asset Management
Pennsylvania
$10.4M +$579K +2,645 +5%
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$10.3M +$459K +2,100 +4%
OC
294
Oppenheimer & Co
New York
$10.3M -$563K -2,573 -5%
WTB
295
Washington Trust Bank
Washington
$10.3M +$65.9K +301 +0.6%
CM
296
Castleark Management
Illinois
$10.3M +$5.9M +26,980 +101%
CWM
297
Calamos Wealth Management
Illinois
$10.3M +$10.2M +46,615 +678%
Macquarie Group
298
Macquarie Group
Australia
$10.2M +$4.71M +21,532 +68%
AI
299
Atria Investments
North Carolina
$10.1M -$373K -1,706 -3%
PA
300
Pinnacle Associates
New York
$10M +$205K +936 +2%