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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Meridian Wealth Management
Kentucky
$13.1M +$311K +1,150 +2%
IFG
452
Independent Financial Group
California
$13M -$2.29M -8,462 -14%
FFA
453
Farther Finance Advisors
California
$13M +$332K +1,227 +2%
WF
454
Welch & Forbes
Massachusetts
$13M -$126K -466 -0.9%
HIMCH
455
Hartford Investment Management Co (HIMCO)
Connecticut
$12.9M -$199K -735 -1%
OGC
456
Oak Grove Capital
New Hampshire
$12.8M +$2.48M +9,150 +21%
MFG
457
Merit Financial Group
Georgia
$12.5M +$788K +2,911 +6%
KOCAA
458
Knights of Columbus Asset Advisors
Connecticut
$12.5M +$1.1M +4,047 +9%
Pacer Advisors
459
Pacer Advisors
Pennsylvania
$12.5M -$6.95M -25,697 -33%
EWA
460
EP Wealth Advisors
California
$12.5M -$641K -2,368 -4%
GCM
461
Genus Capital Management
British Columbia, Canada
$12.5M -$2.67M -9,853 -16%
TNBTD
462
Trustmark National Bank Trust Department
Mississippi
$12.4M -$5M -18,465 -26%
SSG
463
Summit Securities Group
New York
$12.4M +$13.7M +50,484 +6,311%
SCM
464
Shelton Capital Management
Colorado
$12.3M +$30.8K +114 +0.2%
CA
465
Clearstead Advisors
Ohio
$12.2M +$2.07M +7,649 +18%
BB
466
Bell Bank
North Dakota
$12.2M +$1.17M +4,312 +9%
VT
467
Vise Technologies
New York
$12.2M
CCM
468
Coldstream Capital Management
Washington
$12.2M -$577K -2,132 -4%
MASUI
469
MIRAE ASSET SECURITIES (USA) INC.
New York
$12.1M +$13.6M +50,109 New
CG
470
Cynosure Group
Utah
$12.1M -$402K -1,485 -3%
AAIS
471
ABN AMRO Investment Solutions
$12M +$1.35M +4,976 +11%
PFS
472
Prospera Financial Services
Texas
$11.9M -$13.2M -48,937 -50%
AWA
473
Arkadios Wealth Advisors
Georgia
$11.9M +$3.12M +11,543 +31%
GCA
474
Greenwood Capital Associates
South Carolina
$11.8M +$686K +2,534 +6%
OIMU
475
Osmosis Investment Management UK
United Kingdom
$11.7M -$1.13M -4,158 -8%