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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
451
F/M Investments
District of Columbia
$15.7M -$688K -2,298 -4%
USCWA
452
U.S. Capital Wealth Advisors
Texas
$15.7M -$758K -2,532 -5%
CAM
453
Congress Asset Management
Massachusetts
$15.6M -$43.7K -146 -0.3%
MWM
454
Meridian Wealth Management
Kentucky
$15.6M +$168K +561 +1%
OIMU
455
Osmosis Investment Management UK
United Kingdom
$15.6M +$15.8M +52,610 New
CCM
456
Coldstream Capital Management
Washington
$15.5M -$408K -1,363 -3%
NB
457
NBT Bank
New York
$15.5M -$446K -1,490 -3%
FFA
458
Farther Finance Advisors
California
$15.5M +$6.09M +20,318 +64%
AssetMark Inc
459
AssetMark Inc
California
$15.3M +$208K +694 +1%
CG
460
Cynosure Group
Utah
$15.2M +$445K +1,485 +3%
GH
461
GAM Holding
Switzerland
$15.1M +$146K +486 +1%
RFC
462
Regions Financial Corp
Alabama
$15.1M -$190K -636 -1%
SCM
463
Shelton Capital Management
Colorado
$15M +$2.93M +9,800 +24%
FFBTD
464
First Financial Bank - Trust Division
Ohio
$15M -$224K -747 -1%
RIA
465
RPG Investment Advisory
California
$15M +$219K +731 +1%
JHP
466
James Hambro & Partners
United Kingdom
$15M -$2.19M -7,308 -13%
BCV
467
Banque Cantonale Vaudoise
Switzerland
$14.9M -$3.58M -11,969 -19%
BPWM
468
Badgley Phelps Wealth Managers
Washington
$14.8M +$513K +1,713 +4%
LOAMS
469
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.7M +$3.95M +13,200 +36%
JWCA
470
J.W. Cole Advisors
Florida
$14.7M -$77K -257 -0.5%
MFG
471
Merit Financial Group
Georgia
$14.5M +$2.81M +9,388 +24%
DP
472
Dearborn Partners
Illinois
$14.4M -$940K -3,138 -6%
JGUA
473
John G. Ullman & Associates
New York
$14.4M -$5.79M -19,325 -28%
MCP
474
Meridiem Capital Partners
Texas
$14.4M +$12M +39,989 +466%
HIMC
475
Heritage Investors Management Corp
Maryland
$14.4M -$59K -197 -0.4%