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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
551
WealthPlan Investment Management
Nebraska
$14.8M -$280K -1,808 -2%
CAM
552
Carret Asset Management
New York
$14.6M +$161K +1,042 +1%
DWP
553
Daymark Wealth Partners
Ohio
$14.6M -$12.9K -83 -0.1%
QC
554
Quadrature Capital
United Kingdom
$14.6M +$14.5M +93,770 New
FCBT
555
First Citizens Bank & Trust
North Carolina
$14.6M -$135K -871 -0.9%
AHB
556
Abner Herrman & Brock
New Jersey
$14.5M +$69.8K +451 +0.5%
SAM
557
Securian Asset Management
Minnesota
$14.4M +$1.24M +8,029 +9%
SIMG
558
Sonora Investment Management Group
Arizona
$14.4M +$278K +1,792 +2%
TTWM
559
TCV Trust & Wealth Management
Virginia
$14.4M -$77.3K -499 -0.5%
B
560
Barings
North Carolina
$14.3M +$7.41M +47,830 +107%
GWM
561
Geneos Wealth Management
Colorado
$14.3M +$4.79M +30,949 +51%
EP
562
Edgestream Partners
New Jersey
$14.3M +$8.72M +56,327 +157%
CRC
563
Curi RMB Capital
Illinois
$14.2M -$1.53M -9,884 -10%
AWM
564
Apollon Wealth Management
South Carolina
$14.2M +$809K +5,226 +6%
MCM
565
Mengis Capital Management
Oregon
$14.2M -$76.2K -492 -0.5%
MA
566
Mutual Advisors
Nebraska
$14.2M +$260K +1,682 +2%
Vontobel Holding
567
Vontobel Holding
Switzerland
$14.1M -$2.09M -13,483 -13%
SCM
568
SCS Capital Management
Massachusetts
$14.1M -$4.45M -28,710 -24%
EGA
569
Eagle Global Advisors
Texas
$14M -$83.9K -542 -0.6%
PCM
570
Parsons Capital Management
Rhode Island
$13.9M -$284K -1,835 -2%
BMCM
571
Bryn Mawr Capital Management
Pennsylvania
$13.9M +$95.7K +618 +0.7%
CGH
572
Crossmark Global Holdings
Texas
$13.9M +$2.11M +13,641 +18%
HCPC
573
Hamilton Capital Partners (Canada)
$13.8M +$4.29M +27,698 +45%
RWP
574
RWA Wealth Partners
Massachusetts
$13.7M -$2.88M -18,579 -17%
TMAM
575
Tokio Marine Asset Management
Japan
$13.5M +$1.43M +9,240 +12%