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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
301
Baldwin Wealth Partners
Massachusetts
$12M -$118K -880 -1%
SIS
302
Sound Income Strategies
Florida
$12M +$1.4M +10,445 +13%
ASN
303
Advisory Services Network
Georgia
$12M +$449K +3,353 +4%
SGK
304
Steigerwald Gordon & Koch
Virginia
$11.5M +$472K +3,527 +4%
PA
305
Pinnacle Associates
New York
$11.4M -$177K -1,326 -2%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$472K -3,528 -4%
SF
307
Synovus Financial
Georgia
$11.4M +$803K +6,002 +7%
IIM
308
Intact Investment Management
Quebec, Canada
$11.3M -$381K -2,850 -3%
Balyasny Asset Management
309
Balyasny Asset Management
Illinois
$11.1M +$11.3M +84,405 New
AAA
310
Adams Asset Advisors
Texas
$11.1M -$189K -1,414 -2%
LIP
311
Liontrust Investment Partners
United Kingdom
$11M +$11.3M +84,283 New
HPC
312
HM Payson & Co
Maine
$11M -$165K -1,235 -1%
SIMG
313
Sonora Investment Management Group
Arizona
$11M +$1.22M +9,131 +12%
TC
314
TownSquare Capital
Utah
$10.9M +$725K +5,417 +7%
Bank of Nova Scotia
315
Bank of Nova Scotia
Ontario, Canada
$10.9M -$1.58M -11,812 -12%
JMFC
316
J.M. Forbes & Co
Massachusetts
$10.8M +$180K +1,346 +2%
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$10.8M -$466K -3,481 -4%
BWL
318
Bogart Wealth LLC
Virginia
$10.7M +$548K +4,094 +5%
ECM
319
Estabrook Capital Management
New York
$10.6M +$35.2K +263 +0.3%
TSW
320
Thompson Siegel & Walmsley
Virginia
$10.6M +$3.65M +27,315 +51%
Two Sigma Advisers
321
Two Sigma Advisers
New York
$10.6M +$1.06M +7,900 +11%
CA
322
Cetera Advisors
Colorado
$10.6M -$1.35M -10,103 -11%
CIC
323
Canal Insurance Company
South Carolina
$10.6M
BCIM
324
British Columbia Investment Management
British Columbia, Canada
$10.6M +$79.7K +596 +0.7%
GHAM
325
Gilman Hill Asset Management
Connecticut
$10.5M -$32.9K -246 -0.3%