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Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
851
Holocene Advisors
New York
$11.6M +$10.3M +98,857 New
IFG
852
Independent Financial Group
California
$11.6M +$1.33M +12,682 +15%
LFAS
853
Level Four Advisory Services
Texas
$11.6M +$6.8K +65 +0.1%
ECM
854
Everence Capital Management
Indiana
$11.5M -$647K -6,183 -6%
KB
855
Kimelman & Baird
New York
$11.5M +$80.3K +768 +0.8%
CA
856
Cullinan Associates
Kentucky
$11.5M -$355K -3,394 -3%
NC
857
Nicholas Company
Wisconsin
$11.4M -$806K -7,705 -7%
NB
858
Nicolet Bankshares
Wisconsin
$11.4M -$311K -2,971 -3%
KIA
859
KCM Investment Advisors
California
$11.4M -$240K -2,298 -2%
SAG
860
SageView Advisory Group
California
$11.3M +$23.1K +221 +0.2%
SW
861
Simplicity Wealth
New Jersey
$11.3M +$2.82M +26,951 +39%
APSI
862
Asset Planning Services Inc
Louisiana
$11.2M -$772K -7,380 -7%
TNBTD
863
Trustmark National Bank Trust Department
Mississippi
$11.2M -$96.3K -921 -1%
SLA
864
Silver Lake Advisory
Utah
$11.2M -$3.43M -32,816 -26%
LA
865
Lifeworks Advisors
Michigan
$11.1M -$168K -1,609 -2%
LWANC
866
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.1M -$479K -4,576 -5%
SAM
867
Synergy Asset Management
Washington
$11.1M -$1.09M -10,397 -10%
WI
868
Wahed Invest
New York
$11M -$571K -5,462 -5%
SC
869
Stolper & Co
Oklahoma
$11M +$9.64M +92,215 +5,657%
FAB
870
First American Bank
Illinois
$11M +$1.15M +11,036 +13%
CFM
871
Catalyst Funds Management
Australia
$11M -$2.56M -24,500 -21%
WKWM
872
Walter & Keenan Wealth Management
Indiana
$10.9M +$10.5K +100 +0.1%
SAI
873
Savvy Advisors Inc
New York
$10.9M +$2.37M +22,649 +32%
BJL
874
Brighton Jones LLC
Washington
$10.7M -$2.51K -24 -0%
PF
875
Phoenix Financial
Israel
$10.7M -$1.48M -14,175 -14%