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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Burney Company
Virginia
$9.44M -$2.45M -6,355 -20%
QI
502
Quilter Investors
United Kingdom
$9.42M -$2.24M -5,814 -19%
SWP
503
Stratos Wealth Partners
Ohio
$9.4M +$647K +1,681 +7%
AAM
504
Advisors Asset Management
Colorado
$9.38M -$1.73M -4,488 -15%
PAIM
505
Punch & Associates Investment Management
Minnesota
$9.36M +$161K +417 +2%
GMI
506
Greystone Managed Investments
Saskatchewan, Canada
$9.34M -$19.6K -51 -0.2%
TCM
507
Tradition Capital Management
New Jersey
$9.31M +$125K +324 +1%
WS
508
Wedbush Securities
California
$9.15M +$927K +2,408 +11%
WTB
509
Washington Trust Bank
Washington
$9.11M -$253K -656 -3%
TW
510
Transform Wealth
Colorado
$9.11M +$537K +1,394 +6%
OSIA
511
O'Shares Investment Advisers
Massachusetts
$9.11M +$249K +646 +3%
EFS
512
Essex Financial Services
Connecticut
$9.08M -$410K -1,066 -4%
ACP
513
Ashfield Capital Partners
California
$9.07M +$1.76M +4,565 +24%
CB
514
Chemical Bank
Michigan
$9M +$434K +1,128 +5%
WC
515
Whitney & Co
New York
$8.97M -$137K -357 -1%
QIM
516
Quest Investment Management
Oregon
$8.96M -$7.36M -19,112 -45%
AIA
517
Affinity Investment Advisors
California
$8.91M -$3.08M -7,997 -26%
MPM
518
Meritage Portfolio Management
Kansas
$8.91M +$4.91M +12,768 +121%
TTWM
519
TCV Trust & Wealth Management
Virginia
$8.86M +$7.89M +20,485 +745%
OI
520
Oakbrook Investments
Illinois
$8.8M -$866K -2,250 -9%
OAM
521
Oxford Asset Management
United Kingdom
$8.79M -$3.94M -10,226 -31%
Lazard Asset Management
522
Lazard Asset Management
New York
$8.77M -$33.9M -87,952 -79%
KRS
523
Kentucky Retirement Systems
Kentucky
$8.76M -$385 -1 -0%
CG
524
Cutler Group
California
$8.76M +$8.24M +21,399 +1,376%
VWM
525
Venturi Wealth Management
Texas
$8.75M +$1.02M +2,661 +14%