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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
526
Foster Victor Wealth Advisors
South Carolina
$12M +$976K +19,571 +9%
SAM
527
Securian Asset Management
Minnesota
$11.9M -$858K -17,198 -7%
AIP
528
Ameritas Investment Partners
Nebraska
$11.9M -$136K -2,721 -1%
EWM
529
Evercore Wealth Management
New York
$11.9M -$658K -13,180 -5%
GVAG
530
Great Valley Advisor Group
Delaware
$11.8M +$2.56M +51,375 +28%
IC
531
IEQ Capital
California
$11.7M +$934K +18,726 +9%
NIM
532
NEOS Investment Management
Connecticut
$11.7M +$1.95M +39,141 +20%
FSA
533
Franklin Street Advisors
North Carolina
$11.7M +$82.9K +1,662 +0.7%
MGP
534
Metis Global Partners
California
$11.6M +$9.18K +184 +0.1%
LIM
535
Lathrop Investment Management
Arkansas
$11.6M -$2.16M -43,263 -16%
PAM
536
Peak Asset Management
Colorado
$11.6M +$62K +1,242 +0.5%
NRG
537
Nemes Rush Group
Michigan
$11.6M +$475K +9,519 +4%
JIC
538
Johnson Investment Counsel
Ohio
$11.5M -$408K -8,169 -3%
Bessemer Group
539
Bessemer Group
New Jersey
$11.5M +$2.92M +58,463 +34%
CICI
540
Capital Investment Counsel Inc
North Carolina
$11.5M -$230K -4,603 -2%
PFS
541
Prospera Financial Services
Texas
$11.5M -$224K -4,498 -2%
DWM
542
Dorchester Wealth Management
Quebec, Canada
$11.4M +$35.9K +720 +0.3%
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$11.4M -$459K -9,190 -4%
LM
544
Lincluden Management
Ontario, Canada
$11.3M +$873K +17,503 +8%
HIC
545
Harbor Island Capital
Massachusetts
$11.2M
FM
546
Foster & Motley
Ohio
$11.1M +$113K +2,266 +1%
BWL
547
Bogart Wealth LLC
Virginia
$11.1M +$48.6K +975 +0.4%
TA
548
TruWealth Advisors
Louisiana
$11.1M +$553K +11,085 +5%
TFA
549
Toth Financial Advisory
Virginia
$11.1M +$32.3K +647 +0.3%
BRWA
550
B. Riley Wealth Advisors
Florida
$11.1M +$1.25M +25,026 +14%