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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
151
Morningstar Investment Services
Illinois
$3.29M
AWM
152
AE Wealth Management
Kansas
$3.21M +$759K +15,117 +29%
BHWM
153
Bar Harbor Wealth Management
New Hampshire
$3.17M
FVWA
154
Foster Victor Wealth Advisors
South Carolina
$3.1M +$498K +9,905 +18%
EVM
155
Eaton Vance Management
Massachusetts
$3.06M -$99.9K -1,989 -3%
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$3.01M -$76.3K -1,520 -2%
SWMG
157
Signature Wealth Management Group
Georgia
$2.97M -$45.6K -907 -1%
AllianceBernstein
158
AllianceBernstein
Tennessee
$2.89M +$3.04M +60,461 New
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$2.87M +$913K +18,174 +43%
OPA
160
Old Port Advisors
Maine
$2.87M +$22.6K +450 +0.8%
OAM
161
Oppenheimer Asset Management
New York
$2.85M -$72.7K -1,448 -2%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$2.77M -$44.9K -893 -2%
ISL
163
Ingalls & Snyder LLC
New York
$2.71M -$276K -5,497 -9%
TPWA
164
TRUE Private Wealth Advisors
Oregon
$2.69M +$2.83M +56,391 New
Barclays
165
Barclays
United Kingdom
$2.69M -$45.3M -902,350 -94%
AMG
166
Advisors Management Group
Wisconsin
$2.59M -$55.6K -1,106 -2%
Comerica Bank
167
Comerica Bank
Texas
$2.51M -$3.98M -79,326 -61%
HP
168
Holowesko Partners
Bahamas
$2.48M
HWM
169
Hohimer Wealth Management
Washington
$2.48M +$221K +4,392 +9%
GHAM
170
Gilman Hill Asset Management
Connecticut
$2.48M +$196K +3,908 +8%
RWA
171
Roberts Wealth Advisors
California
$2.46M +$2.58M +51,462 New
BE
172
Bonness Enterprises
District of Columbia
$2.45M
JC
173
JB Capital
Connecticut
$2.45M +$2.57M +51,237 New
KCPG
174
Kavar Capital Partners Group
Kansas
$2.38M +$107K +2,132 +4%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$2.37M -$137K -2,736 -5%