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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$8.93M +$7.13M +56,046 +394%
Osaic Holdings
102
Osaic Holdings
Arizona
$8.68M +$632K +4,966 +8%
AIA
103
Allied Investment Advisors
Montana
$8.08M +$193K +1,520 +2%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$8.02M +$140K +1,101 +2%
MIS
105
Morningstar Investment Services
Illinois
$7.94M -$79M -621,254 -91%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$7.9M -$388K -3,047 -5%
WCM
107
Wedge Capital Management
North Carolina
$7.8M -$47.2K -371 -0.6%
NAM
108
NorthCrest Asset Manangement
Minnesota
$7.76M +$69.2K +544 +0.9%
Creative Planning
109
Creative Planning
Kansas
$7.71M +$1.62M +12,709 +26%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$7.56M -$250K -1,962 -3%
LOPW
111
Live Oak Private Wealth
North Carolina
$7.53M -$140K -1,102 -2%
BCI
112
Brinker Capital Investments
Pennsylvania
$7.45M -$1.93M -15,170 -21%
OPS
113
Orion Portfolio Solutions
Nebraska
$7.45M -$1.93M -15,170 -21%
Mariner
114
Mariner
Kansas
$7.35M +$907K +7,127 +14%
LM
115
Lincluden Management
Ontario, Canada
$7.34M -$42.1K -331 -0.6%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$7.22M -$2.43M -19,131 -25%
AI
117
Atria Investments
North Carolina
$7.17M -$354K -2,786 -5%
LI
118
Lafayette Investments
Maryland
$7.15M +$60.7K +477 +0.9%
LC
119
Lincoln Capital
Nebraska
$7.02M -$488K -3,834 -6%
Ameriprise
120
Ameriprise
Minnesota
$7.02M -$466K -3,666 -6%
ERP
121
Eldred Rock Partners
Texas
$6.98M +$12.6K +99 +0.2%
LSWM
122
Lorne Steinberg Wealth Management
Canada
$6.89M +$603K +4,738 +10%
PCM
123
Poehling Capital Management
Wisconsin
$6.87M +$461K +3,622 +7%
PFPT
124
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.65M -$57.5K -452 -0.9%
HCM
125
Hillman Capital Management
Maryland
$6.53M +$6.54M +51,395 New