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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$3.06M +$32.2K +161 +1%
Harris Associates
502
Harris Associates
Illinois
$3.05M -$16M -79,955 -87%
Lazard Asset Management
503
Lazard Asset Management
New York
$3.04M +$2.42M +12,111 New
AC
504
Alexandria Capital
Virginia
$3.04M
AAS
505
Avantax Advisory Services
Texas
$3.02M +$1.27M +6,343 +112%
SS
506
Simplicity Solutions
Minnesota
$3.02M -$327K -1,635 -12%
NA
507
NewEdge Advisors
Louisiana
$3.02M +$554K +2,770 +30%
BCI
508
Brinker Capital Investments
Pennsylvania
$3.02M +$2.4M +12,002 New
VFA
509
Valeo Financial Advisors
Indiana
$3M -$459K -2,297 -16%
HFA
510
HC Financial Advisors
California
$3M -$51.4K -257 -2%
MLL
511
Moody Lynn & Lieberson
Massachusetts
$3M +$2.38M +11,920 New
TCWA
512
Ten Capital Wealth Advisors
Washington
$2.99M +$2.38M +11,901 New
ECM
513
Evergreen Capital Management
Washington
$2.99M -$1.67M -8,340 -41%
V
514
Veritable
Delaware
$2.97M -$30.6K -153 -1%
Rockefeller Capital Management
515
Rockefeller Capital Management
New York
$2.97M -$1.06M -5,289 -31%
TCM
516
Telos Capital Management
California
$2.96M -$23.8K -119 -1%
WAS
517
Wealth Advisory Solutions
Indiana
$2.96M -$1.3M -6,492 -36%
WCM
518
Wunderlich Capital Managemnt
Tennessee
$2.95M +$6.6K +33 +0.3%
VCM
519
Violich Capital Management
California
$2.95M -$15K -75 -0.6%
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$2.93M +$2.33M +11,661 New
SWP
521
Stratos Wealth Partners
Ohio
$2.93M -$72.4K -362 -3%
Rafferty Asset Management
522
Rafferty Asset Management
New York
$2.92M -$106K -530 -4%
WAM
523
World Asset Management
Michigan
$2.92M -$203K -1,017 -8%
CCM
524
Cohen Capital Management
California
$2.92M -$9.8K -49 -0.4%
SW
525
SlateStone Wealth
Florida
$2.91M -$527K -2,633 -19%