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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$6.8M +$251K +1,764 +4%
MGP
452
Metis Global Partners
California
$6.79M +$882K +6,196 +15%
AAS
453
Avantax Advisory Services
Texas
$6.77M -$66K -464 -1%
CSIC
454
Clifford Swan Investment Counsel
California
$6.74M -$283K -1,986 -4%
CWM
455
C2C Wealth Management
Arizona
$6.72M -$128K -900 -2%
LA
456
Lynch & Associates
Indiana
$6.7M -$24.2K -170 -0.4%
CCM
457
Cohen Capital Management
California
$6.68M -$114K -800 -2%
WIM
458
WealthPlan Investment Management
Nebraska
$6.67M +$3.31M +23,295 +96%
FTC
459
Farmers Trust Company
Ohio
$6.65M -$254K -1,786 -4%
FT
460
Fiduciary Trust
Massachusetts
$6.64M -$179K -1,257 -3%
NMERB
461
New Mexico Educational Retirement Board
New Mexico
$6.63M +$470K +3,300 +8%
DWM
462
Dorchester Wealth Management
Quebec, Canada
$6.57M -$95.3K -670 -1%
WG
463
Winton Group
United Kingdom
$6.49M +$2.75M +19,357 +72%
GIA
464
Gladstone Institutional Advisory
Florida
$6.49M +$336K +2,360 +5%
AMG
465
Advisors Management Group
Wisconsin
$6.49M -$128K -902 -2%
NC
466
Nicholas Company
Wisconsin
$6.47M -$27K -190 -0.4%
TAM
467
Tocqueville Asset Management
New York
$6.44M -$366K -2,570 -5%
Fidelity International
468
Fidelity International
Bermuda
$6.44M +$6.53M +45,893 New
EDRH
469
Edmond de Rothschild Holding
Switzerland
$6.39M +$262K +1,838 +4%
IAN
470
Integrated Advisors Network
Texas
$6.39M +$952K +6,688 +17%
CIC
471
Cutler Investment Counsel
Oregon
$6.37M +$1.42K +10 +0%
AIP
472
Ameritas Investment Partners
Nebraska
$6.34M +$343K +2,408 +6%
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$6.34M -$51.1K -359 -0.8%
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$6.33M +$6.41M +45,086 New
WT
475
Whittier Trust
California
$6.31M -$51.6K -363 -0.8%