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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
526
Alpha Omega Wealth Management
Virginia
$6.27M -$587K -1,818 -8%
CCS
527
Concentric Capital Strategies
Connecticut
$6.26M +$1.92M +5,934 +42%
FT
528
Fiduciary Trust
Massachusetts
$6.25M -$5.49K -17 -0.1%
EWA
529
EP Wealth Advisors
California
$6.2M +$309K +957 +5%
MFG
530
Merit Financial Group
Georgia
$6.2M +$324K +1,005 +5%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$6.2M -$793K -2,455 -11%
CC
532
Centiva Capital
New York
$6.19M +$6.12M +18,954 +2,363%
MAM
533
Mystic Asset Management
Rhode Island
$6.18M -$77.2K -239 -1%
SA
534
SpiderRock Advisors
Delaware
$6.15M +$218K +675 +4%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$6.14M +$5.51M +17,071 +676%
SFWA
536
Summit Financial Wealth Advisors
Louisiana
$6.13M -$254K -786 -4%
NC
537
Nicholas Company
Wisconsin
$6.07M -$3.22M -9,985 -34%
GI
538
GAMCO Investors
Connecticut
$6.04M +$782K +2,421 +14%
SWM
539
Scissortail Wealth Management
Oklahoma
$6.02M -$288K -893 -4%
H
540
HoyleCohen
California
$6.02M +$110K +341 +2%
SW
541
StrongBox Wealth
Missouri
$5.98M +$227K +702 +4%
PCA
542
Providence Capital Advisors
North Carolina
$5.95M -$1.71M -5,306 -22%
SIC
543
Schwartz Investment Counsel
Michigan
$5.9M
Nomura Holdings
544
Nomura Holdings
Japan
$5.88M -$8.72M -27,019 -59%
CA
545
Callahan Advisors
Texas
$5.8M -$505K -1,563 -8%
MMA
546
Mizuho Markets Americas
New York
$5.75M +$5.92M +18,344 New
DWM
547
Dakota Wealth Management
Florida
$5.75M -$216K -669 -4%
WCM
548
Windward Capital Management
California
$5.71M -$178K -551 -3%
ATC
549
Argent Trust Co
Tennessee
$5.66M -$71.7K -222 -1%
FIM
550
FWL Investment Management
Texas
$5.65M +$403K +1,247 +7%