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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
426
MML Investors Services
Massachusetts
$1.29M +$510K +6,249 +66%
B
427
Bailard
California
$1.29M +$1.28M +15,700 New
DWA
428
Douglass Winthrop Advisors
New York
$1.28M -$7.92K -97 -0.6%
PL
429
Plancorp LLC
Missouri
$1.27M +$4.25K +52 +0.3%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$1.26M +$12.9K +158 +0.7%
MFWP
431
Mosaic Family Wealth Partners
Missouri
$1.25M +$1.25M +15,297 New
AAM
432
Advisors Asset Management
Colorado
$1.24M +$407K +4,977 +49%
Acadian Asset Management
433
Acadian Asset Management
Massachusetts
$1.24M -$17.8M -217,934 -94%
EF
434
Empirical Finance
Pennsylvania
$1.23M +$93.5K +1,145 +8%
BMM
435
Buffington Mohr McNeal
Idaho
$1.23M -$18.4K -225 -1%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$1.22M -$26.5K -325 -2%
PCA
437
Pallas Capital Advisors
Massachusetts
$1.21M +$67.1K +821 +5%
SW
438
SVB Wealth
Massachusetts
$1.21M +$293K +3,586 +32%
HWM
439
HB Wealth Management
Georgia
$1.21M -$81.9K -1,003 -6%
AF
440
Aldebaran Financial
$1.19M -$62.9K -770 -5%
ATC
441
Argent Trust Co
Tennessee
$1.19M
KAS
442
Kestra Advisory Services
Texas
$1.19M +$578K +7,073 +95%
KA
443
Kintegral Advisory
New York
$1.18M +$236K +2,888 +25%
EWM
444
Empirical Wealth Management
Washington
$1.13M +$107K +1,310 +11%
MNBTD
445
Moody National Bank Trust Division
Texas
$1.13M -$3.84K -47 -0.3%
IAN
446
Integrated Advisors Network
Texas
$1.11M +$1.72K +21 +0.2%
SEC
447
Seven Eight Capital
New York
$1.08M -$1.14M -13,910 -51%
MYIA
448
Mount Yale Investment Advisors
Colorado
$1.07M -$253K -3,094 -19%
LA
449
LBP AM
France
$1.05M +$1.05M +12,857 New
Vontobel Holding
450
Vontobel Holding
Switzerland
$1.04M +$93.9K +1,150 +10%