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Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Cetera Advisors
Colorado
$13.4M +$6.35M +127,174 +90%
IIM
502
Intact Investment Management
Quebec, Canada
$13.4M +$1.18M +23,600 +10%
CAM
503
Claret Asset Management
Quebec, Canada
$13.2M +$22.1K +443 +0.2%
HIMCH
504
Hartford Investment Management Co (HIMCO)
Connecticut
$13.1M -$515K -10,320 -4%
ASN
505
Advisory Services Network
Georgia
$12.9M +$1.58M +31,650 +14%
ATC
506
Argent Trust Co
Tennessee
$12.9M -$870K -17,436 -6%
VIP
507
Vantage Investment Partners
Missouri
$12.7M -$117K -2,349 -0.9%
AA
508
ALPS Advisors
Colorado
$12.7M +$166K +3,325 +1%
CAM
509
Congress Asset Management
Massachusetts
$12.7M -$209K -4,194 -2%
WCMN
510
Westchester Capital Management (Nebraska)
Nebraska
$12.6M -$92.5K -1,854 -0.7%
TCM
511
Telos Capital Management
California
$12.5M -$3.54M -70,871 -22%
CWM
512
Congress Wealth Management
Massachusetts
$12.5M +$298K +5,972 +2%
CCB
513
Country Club Bank
Missouri
$12.4M -$106K -2,117 -0.8%
DAS
514
Dynamic Advisor Solutions
Arizona
$12.4M +$319K +6,395 +3%
QIM
515
Quantitative Investment Management
Virginia
$12.3M +$2.05M +41,137 +20%
NCM
516
Narwhal Capital Management
Georgia
$12.3M +$154K +3,093 +1%
WT
517
Washington Trust
Rhode Island
$12.2M +$27.7K +556 +0.2%
BAM
518
Bell Asset Management
Australia
$12.2M -$44K -881 -0.4%
DWM
519
Dakota Wealth Management
Florida
$12.2M +$2.65M +53,139 +28%
LI
520
LMCG Investments
Massachusetts
$12.2M -$14.8K -297 -0.1%
AAS
521
Avantax Advisory Services
Texas
$12.1M -$4.82M -96,577 -28%
TBC
522
Tweedy, Browne Co
Connecticut
$12.1M -$108K -2,160 -0.9%
JC
523
Jacobs & Co
California
$12.1M -$16.1K -322 -0.1%
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$12M +$10.2M +204,705 +560%
TF
525
Tompkins Financial
New York
$12M +$850K +17,034 +8%