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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$5.33M +$391K +1,428 +8%
CSUI
502
Cincinnati Specialty Underwriters Insurance
Ohio
$5.31M
RCM
503
Radnor Capital Management
Pennsylvania
$5.24M +$617K +2,251 +14%
TW
504
Trajan Wealth
Arizona
$5.23M +$129K +470 +3%
WB
505
WesBanco Bank
West Virginia
$5.2M -$76.2K -278 -2%
CF
506
Concorde Financial
Texas
$5.15M +$71.3K +260 +1%
ASN
507
Advisory Services Network
Georgia
$5.14M
MNA
508
Manning & Napier Advisors
New York
$5.08M +$4.83M +17,626 New
WT
509
Whittier Trust
California
$5.07M +$53.2K +194 +1%
WIA
510
Westbourne Investment Advisors
Maryland
$5.07M +$81.4K +297 +2%
MGP
511
Metis Global Partners
California
$5.01M -$307K -1,119 -6%
RWP
512
RWA Wealth Partners
Massachusetts
$4.99M +$775K +2,826 +20%
NC
513
NovaPoint Capital
Georgia
$4.99M +$104K +381 +2%
Focus Partners Wealth
514
Focus Partners Wealth
Massachusetts
$4.89M -$2.5M -9,118 -35%
DWM
515
Dakota Wealth Management
Florida
$4.88M -$4.39K -16 -0.1%
LCM
516
Liberty Capital Management
Michigan
$4.82M -$14.5K -53 -0.3%
WSFS
517
Wilmington Savings Fund Society
Delaware
$4.8M +$4.57M +16,660 New
USCWA
518
U.S. Capital Wealth Advisors
Texas
$4.8M +$576K +2,102 +14%
IIM
519
Ipswich Investment Management
Massachusetts
$4.79M +$6.85K +25 +0.2%
SC
520
Savant Capital
Illinois
$4.78M +$411K +1,499 +10%
CIA
521
Concurrent Investment Advisors
Florida
$4.78M -$79.2K -289 -2%
PAG
522
Private Advisor Group
New Jersey
$4.77M +$1.01M +3,694 +29%
NIM
523
NEOS Investment Management
Connecticut
$4.74M +$890K +3,248 +25%
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$4.72M +$10.1K +37 +0.2%
BCFD
525
Boit C.F. David
$4.71M +$219K +800 +5%