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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
601
Convergence Investment Partners
Florida
$624K +$583K +14,987 New
LIA
602
LBMC Investment Advisors
Tennessee
$621K
KWA
603
KCS Wealth Advisory
California
$619K +$9.64K +248 +2%
DY
604
Dowling & Yahnke
California
$615K +$8.67K +223 +2%
BWCS
605
Beirne Wealth Consulting Services
Connecticut
$613K +$43.6K +1,122 +8%
CWM
606
Circle Wealth Management
New Jersey
$597K +$19.9K +511 +4%
Alyeska Investment Group
607
Alyeska Investment Group
Illinois
$596K +$556K +14,313 New
PIM
608
Perpetual Investment Management
Australia
$586K +$544K +14,000 New
HAM
609
Hammer Asset Management
California
$584K -$141K -3,619 -21%
KA
610
Kintegral Advisory
New York
$581K
SFS
611
Sowell Financial Services
Arkansas
$581K +$8.9K +229 +2%
FWM
612
Frontier Wealth Management
Missouri
$577K
VAS
613
Vestmark Advisory Solutions
Massachusetts
$576K -$111K -2,851 -17%
APA
614
American Portfolios Advisors
New York
$574K +$362K +9,323 +209%
OWM
615
OneAscent Wealth Management
Alabama
$564K +$527K +13,549 New
NIM
616
NuWave Investment Management
New Jersey
$562K +$254K +6,533 +94%
CTA
617
Chesley Taft & Associates
Illinois
$560K +$8.94K +230 +2%
CCA
618
Checchi Capital Advisers
California
$557K +$11.6K +298 +2%
LOAME
619
Lombard Odier Asset Management (Europe)
United Kingdom
$556K
GT
620
Greenleaf Trust
Michigan
$554K +$45.5K +1,170 +10%
JAFL
621
Jay A. Fishman Ltd
Michigan
$550K
BBHC
622
Brown Brothers Harriman & Co
New York
$549K +$473K +12,161 +1,186%
BRWM
623
B. Riley Wealth Management
Tennessee
$547K +$177K +4,552 +53%
AII
624
AGF Investments Inc
Ontario, Canada
$545K -$307K -7,905 -38%
Lazard Asset Management
625
Lazard Asset Management
New York
$530K +$19.3K +496 +4%