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Name Holding Trade Value Shares
Change
Change in
Stake
CMO
551
Covenant Multifamily Offices
Texas
$3.35M -$155K -1,313 -4%
CPO
552
Cerity Partners OCIO
New York
$3.35M +$1.9M +16,117 +127%
ABC
553
Associated Banc-Corp
Wisconsin
$3.34M -$288K -2,449 -8%
HAG
554
HighPoint Advisor Group
Illinois
$3.34M +$313K +2,655 +10%
KA
555
Kintegral Advisory
New York
$3.3M -$108K -915 -3%
LFAS
556
Level Four Advisory Services
Texas
$3.29M -$148K -1,261 -4%
LC
557
Lavaca Capital
Texas
$3.29M +$805K +6,841 +32%
PL
558
Parthenon LLC
Kentucky
$3.28M
EARNEST Partners
559
EARNEST Partners
Georgia
$3.28M -$45.4K -386 -1%
WS
560
Wedbush Securities
California
$3.27M -$78.2K -664 -2%
AFG
561
Albion Financial Group
Utah
$3.27M -$26.8K -228 -0.8%
ISL
562
Ingalls & Snyder LLC
New York
$3.27M +$464K +3,945 +16%
EWM
563
Evercore Wealth Management
New York
$3.24M +$108K +916 +3%
AAM
564
Augustine Asset Management
Florida
$3.22M -$40.6K -345 -1%
AUB
565
Atlantic Union Bankshares
Virginia
$3.21M -$855K -7,265 -21%
MNBTD
566
Moody National Bank Trust Division
Texas
$3.21M
SCP
567
Stamos Capital Partners
California
$3.16M +$1.66M +14,121 +108%
IF
568
Insight Folios
North Carolina
$3.16M +$93.7K +796 +3%
IAA
569
Independent Advisor Alliance
North Carolina
$3.14M +$522K +4,432 +20%
SWA
570
Stratos Wealth Advisors
Ohio
$3.13M -$8.48K -72 -0.3%
BHWA
571
Beacon Harbor Wealth Advisors
Virginia
$3.13M +$53.7K +456 +2%
WG
572
Winton Group
United Kingdom
$3.1M +$2.35K +20 +0.1%
AAM
573
AR Asset Management
California
$3.1M +$6.12K +52 +0.2%
AP
574
Advisor Partners
California
$3.09M +$161K +1,371 +5%
PNC
575
Park National Corp
Ohio
$3.08M -$90.2K -766 -3%