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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
451
Logan Capital Management
Pennsylvania
$10.4M +$109K +308 +1%
LI
452
LMCG Investments
Massachusetts
$10.4M -$519K -1,464 -4%
RP
453
Rice Partnership
Hawaii
$10.3M -$1.62M -4,575 -12%
SIC
454
Salem Investment Counselors
North Carolina
$10.3M +$215K +608 +2%
MFG
455
Merit Financial Group
Georgia
$10.3M +$405K +1,142 +4%
VCM
456
Voleon Capital Management
California
$10.3M +$9.5M +26,796 +494%
VA
457
Vident Advisory
Georgia
$10.2M +$4.09M +11,554 +56%
AAM
458
Advisors Asset Management
Colorado
$10.1M -$1.87M -5,267 -14%
PAM
459
Pegasus Asset Management
New York
$10.1M +$92.1K +260 +0.8%
HFS
460
Haverford Financial Services
Pennsylvania
$10.1M -$61K -172 -0.5%
FA
461
Fiduciary Alliance
South Carolina
$10M +$30.5K +86 +0.3%
AAS
462
Annex Advisory Services
Wisconsin
$10M +$38.6K +109 +0.3%
MAP
463
Managed Asset Portfolios
Michigan
$10M -$14.9K -42 -0.1%
M
464
MOTCO
Texas
$10M -$91.8K -259 -0.8%
FTWA
465
Fifth Third Wealth Advisors
Ohio
$9.91M +$5.67K +16 +0.1%
MSU
466
Mizuho Securities USA
New York
$9.78M -$25.9K -73 -0.3%
BRWA
467
B. Riley Wealth Advisors
Florida
$9.74M +$79.7K +225 +0.7%
DJSG
468
D.J. St. Germain
Massachusetts
$9.64M -$154K -434 -1%
CSP
469
Cary Street Partners
Virginia
$9.49M +$7.03M +19,832 +199%
PPW
470
Parcion Private Wealth
Washington
$9.47M -$63.1K -178 -0.6%
HPIA
471
Hamilton Point Investment Advisors
North Carolina
$9.45M +$54.9K +155 +0.5%
NW
472
NewEdge Wealth
Pennsylvania
$9.36M +$1.51M +4,253 +17%
SW
473
SVB Wealth
Massachusetts
$9.31M -$171K -482 -2%
AC
474
Allstate Corporation
Illinois
$9.25M +$5.28M +14,900 +105%
DWP
475
Daymark Wealth Partners
Ohio
$9.23M +$2.54M +7,173 +33%