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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$10.3M +$2.11M +45,282 +27%
VWA
102
Visionary Wealth Advisors
Illinois
$10.3M -$188K -4,040 -2%
NMC
103
Nine Masts Capital
Hong Kong
$10.1M +$9.6M +205,929 New
Natixis Advisors
104
Natixis Advisors
Massachusetts
$9.8M -$7.14M -153,192 -43%
ACM
105
Altrius Capital Management
North Carolina
$9.66M -$1.54M -33,110 -14%
Citigroup
106
Citigroup
New York
$9.47M -$2.28M -48,939 -20%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$9.45M +$1.22M +26,168 +19%
EPAM
108
Euro Pacific Asset Management
Puerto Rico
$9.44M -$56.2K -1,205 -0.6%
GC
109
Grimes & Company
Massachusetts
$9.1M -$502K -10,756 -5%
BB
110
Bell Bank
North Dakota
$9.03M -$405K -8,681 -5%
Cerity Partners
111
Cerity Partners
New York
$8.89M -$2.04M -43,651 -19%
KIC
112
Keating Investment Counselors
Florida
$8.83M +$27K +578 +0.3%
KBG
113
Kahn Brothers Group
New York
$8.76M -$3.83M -82,141 -31%
USCWA
114
U.S. Capital Wealth Advisors
Texas
$8.59M -$3.91M -83,906 -32%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$8.44M -$1.25M -26,753 -13%
EI
116
Ethic Inc
New York
$8.25M -$277K -5,945 -3%
RSWM
117
Robertson Stephens Wealth Management
California
$8M +$7.54M +161,662 New
CYG
118
Clean Yield Group
Vermont
$7.91M -$114K -2,435 -1%
OMC
119
Old Mission Capital
Illinois
$7.84M +$7.46M +159,910 New
CWP
120
Cyndeo Wealth Partners
Florida
$7.78M +$7.4M +158,715 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$7.63M -$173K -3,701 -2%
HAI
122
Hennessy Advisors Inc
California
$7.49M -$396K -8,500 -5%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$7.47M +$1.1M +23,629 +18%
HFS
124
Hantz Financial Services
Michigan
$7.4M +$882K +18,904 +14%
QCM
125
QRG Capital Management
Illinois
$7.09M +$1.32M +28,324 +24%