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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Annex Advisory Services
Wisconsin
$10.9M -$2.46M -6,107 -19%
MWA
502
Meridian Wealth Advisors
Texas
$10.9M +$205K +509 +2%
BCM
503
BTC Capital Management
Iowa
$10.9M -$129K -321 -1%
PPW
504
Parcion Private Wealth
Washington
$10.9M -$368K -912 -3%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$10.8M -$46K -114 -0.4%
AAIS
506
ABN AMRO Investment Solutions
$10.8M +$3.33M +8,265 +48%
OCA
507
OpenArc Corporate Advisory
Georgia
$10.8M -$927K -2,299 -8%
PCTC
508
Perkins Coie Trust Company
Washington
$10.8M -$307K -761 -3%
CL
509
Choreo LLC
Illinois
$10.8M +$544K +1,348 +6%
VIM
510
Vancity Investment Management
British Columbia, Canada
$10.8M +$590K +1,463 +6%
BWAM
511
Boyd Watterson Asset Management
Ohio
$10.7M +$130K +322 +1%
WB
512
Webster Bank
Connecticut
$10.7M +$1.38M +3,423 +16%
SFWA
513
Summit Financial Wealth Advisors
Louisiana
$10.7M +$570K +1,413 +6%
IP
514
Interval Partners
New York
$10.7M -$52.9M -131,253 -84%
WC
515
Westhampton Capital
North Carolina
$10.6M -$405K -1,005 -4%
EH
516
Equitable Holdings
New York
$10.6M -$830K -2,058 -8%
KRS
517
Kentucky Retirement Systems
Kentucky
$10.5M -$5.82M -14,434 -37%
DA
518
Dillon & Associates
Michigan
$10.5M +$619K +1,535 +7%
CIC
519
Concord Investment Counsel
California
$10.4M +$40.7K +101 +0.4%
CWG
520
Cornerstone Wealth Group
North Carolina
$10.4M -$1.52M -3,763 -13%
GC
521
Guggenheim Capital
Illinois
$10.4M +$304K +753 +3%
ATC
522
Argent Trust Co
Tennessee
$10.4M +$486K +1,205 +5%
AWMS
523
Advocacy Wealth Management Services
Georgia
$10.4M +$9.81M +24,315 New
ECM
524
Estabrook Capital Management
New York
$10.3M -$327K -812 -3%
FA
525
Fiduciary Alliance
South Carolina
$10.2M -$1.19M -2,963 -11%