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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
426
American Assets Investment Management
California
$1.29M
Creative Planning
427
Creative Planning
Kansas
$1.29M +$92.8K +632 +7%
CIBC World Market
428
CIBC World Market
Ontario, Canada
$1.26M +$925K +6,298 +227%
TAM
429
Tyers Asset Management
Texas
$1.23M -$13.8K -94 -1%
MWM
430
Marietta Wealth Management
Georgia
$1.22M +$1.28M +8,743 New
DADC
431
D.A. Davidson & Co
Montana
$1.21M
ONB
432
Old National Bancorp
Indiana
$1.2M +$61.8K +421 +5%
OIA
433
Optimum Investment Advisors
Illinois
$1.17M
SMDAM
434
Sumitomo Mitsui DS Asset Management
Japan
$1.17M -$25.9K -176 -2%
WEC
435
Winslow Evans & Crocker
Massachusetts
$1.16M
SIM
436
Sentry Investment Management
Wisconsin
$1.15M -$115K -785 -9%
CT
437
Coastline Trust
Rhode Island
$1.14M +$278K +1,891 +30%
CBB
438
Citizens Business Bank
California
$1.13M -$222K -1,513 -16%
LPC
439
Loeb Partners Corp
New York
$1.13M
EFS
440
Essex Financial Services
Connecticut
$1.12M -$5.29K -36 -0.4%
SWP
441
Stratos Wealth Partners
Ohio
$1.11M +$8.08K +55 +0.7%
AG
442
Advisor Group
Arizona
$1.06M +$40.5K +276 +4%
BEAM
443
Baker Ellis Asset Management
Washington
$1.06M
OMCS
444
Old Mutual Customised Solutions
South Africa
$1.05M
GI
445
GAMCO Investors
Connecticut
$1.03M
FPFS
446
First Personal Financial Services
North Carolina
$1.03M -$160K -1,090 -13%
AWM
447
Avior Wealth Management
Nebraska
$1.02M +$216K +1,473 +25%
WAM
448
Wealthspire Advisors (Maryland)
Maryland
$1.02M -$36.4K -248 -3%
EMG
449
Ellington Management Group
Connecticut
$1.02M +$1.08M +7,333 New
IUHSA
450
Itau Unibanco Holding S.A.
Brazil
$1M +$378K +2,571 +55%