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Name Holding Trade Value Shares
Change
Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
$7.06M +$349K +7,179 +6%
TCM
702
Telos Capital Management
California
$7.06M -$5.26M -108,170 -45%
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.03M +$572K +11,760 +10%
IWC
704
Integrated Wealth Concepts
Massachusetts
$7.01M -$28.7K -590 -0.4%
AI
705
ArchPoint Investors
Florida
$6.98M
PWW
706
Pettyjohn Wood & White
Virginia
$6.97M -$176K -3,617 -3%
EP
707
Edgestream Partners
New Jersey
$6.95M +$4.19M +86,197 +194%
SLA
708
Silver Lake Advisory
Utah
$6.9M -$98.2K -2,019 -2%
MA
709
Montag & Associates
Georgia
$6.88M -$218K -4,491 -3%
DAS
710
Dynamic Advisor Solutions
Arizona
$6.88M -$574K -11,807 -8%
GIM
711
Goelzer Investment Management
Indiana
$6.88M -$2.04M -41,987 -25%
CK
712
Cohen Klingenstein
New York
$6.88M
AMG
713
Advisors Management Group
Wisconsin
$6.88M +$28.4K +583 +0.5%
SIA
714
Sit Investment Associates
Minnesota
$6.86M +$2.91M +59,820 +87%
FNFDCM
715
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.83M -$217K -4,469 -3%
NMIMC
716
Northwestern Mutual Investment Management Company
Wisconsin
$6.8M -$57K -1,173 -0.9%
OIA
717
OneDigital Investment Advisors
Kansas
$6.8M -$261K -5,375 -4%
Temasek Holdings
718
Temasek Holdings
Singapore
$6.79M
OAM
719
Ostrum Asset Management
France
$6.77M +$717K +14,749 +13%
B
720
Bailard
California
$6.75M +$2.14M +44,088 +53%
NCM
721
Nelson Capital Management
California
$6.74M +$313K +6,437 +5%
HEIP
722
Hudson Edge Investment Partners
New Jersey
$6.74M -$241K -4,946 -4%
BHWA
723
Beacon Harbor Wealth Advisors
Virginia
$6.72M +$148K +3,034 +2%
SC
724
Stolper & Co
Oklahoma
$6.7M +$21.7K +447 +0.4%
CS
725
Cannell & Spears
New York
$6.68M -$92.4K -1,900 -1%