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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
376
Generali Asset Management
Italy
$19.5M +$19.8M +30,978 New
SBWIC
377
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.5M +$55.6K +87 +0.3%
SWM
378
Segment Wealth Management
Texas
$19.4M +$103K +161 +0.5%
IGAM
379
iA Global Asset Management
Quebec, Canada
$19.4M +$1.07M +1,674 +6%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$875K +1,369 +5%
ACA
381
Aptus Capital Advisors
Alabama
$19.2M +$2.08M +3,257 +12%
CAM
382
Cresset Asset Management
Illinois
$19.1M -$25M -39,094 -56%
RBCM
383
Raub Brock Capital Management
California
$19M +$186K +291 +1%
CWM
384
Congress Wealth Management
Massachusetts
$19M +$373K +584 +2%
CRC
385
Curi RMB Capital
Illinois
$19M -$3.19M -4,995 -14%
NA
386
NewEdge Advisors
Louisiana
$18.8M +$1.14M +1,786 +6%
AHB
387
Abner Herrman & Brock
New Jersey
$18.8M +$398K +623 +2%
Vanguard Personalized Indexing Management
388
Vanguard Personalized Indexing Management
California
$18.7M +$163K +255 +0.9%
Lido Advisors
389
Lido Advisors
California
$18.6M +$1.7M +2,662 +10%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$18.6M -$8.39M -13,125 -31%
GI
391
Gradient Investments
Minnesota
$18.3M +$1.89M +2,960 +11%
TW
392
Trajan Wealth
Arizona
$18M +$2.01M +3,139 +12%
UC
393
Unio Capital
New Jersey
$18M +$9.22M +14,436 +102%
Osaic Holdings
394
Osaic Holdings
Arizona
$17.8M +$9M +14,087 +47%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$17.3M -$173K -270 -1%
FC
396
Forte Capital
New York
$17.1M -$532K -833 -3%
WBC
397
Westpac Banking Corp
Australia
$17.1M -$1.28M -1,997 -7%
EI
398
Ethic Inc
New York
$17M +$2.27M +3,557 +15%
TCOV
399
Trust Company of Vermont
Vermont
$16.9M +$1.14M +1,787 +7%
AI
400
Atria Investments
North Carolina
$16.9M -$835K -1,306 -5%