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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
776
Bogart Wealth LLC
Virginia
$13.8M +$2.57M +5,157 +24%
AMI
777
Amica Mutual Insurance
Rhode Island
$13.7M -$595K -1,193 -4%
CI
778
CX Institutional
Indiana
$13.6M +$1.42M +2,857 +12%
GAB
779
German American Bancorp
Indiana
$13.6M -$276K -554 -2%
IAA
780
Independent Advisor Alliance
North Carolina
$13.6M -$338K -678 -2%
SCM
781
Sterling Capital Management
North Carolina
$13.6M +$630K +1,264 +5%
GT
782
Greenleaf Trust
Michigan
$13.6M -$601K -1,205 -4%
WAM
783
Weiss Asset Management
Massachusetts
$13.5M +$13.1M +26,242 New
GLAM
784
Gardner Lewis Asset Management
Pennsylvania
$13.5M – – –
HIA
785
Harbor Investment Advisory
Maryland
$13.4M -$594K -1,191 -4%
HFS
786
Haverford Financial Services
Pennsylvania
$13.4M -$41.4K -83 -0.3%
HA
787
Harbor Advisors
Florida
$13.4M – – –
AF
788
Ally Financial
Michigan
$13.4M +$5.73M +11,500 +79%
RBCM
789
Raub Brock Capital Management
California
$13.3M -$2.63M -5,279 -17%
WANY
790
Wealthspire Advisors (New York)
New York
$13.3M +$5.12M +10,259 +66%
NMIMC
791
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M -$93.7K -188 -0.7%
PFS
792
Prospera Financial Services
Texas
$13.3M -$2.29M -4,598 -15%
OCBCO
793
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.2M +$326K +653 +3%
FTWA
794
Fifth Third Wealth Advisors
Ohio
$13.2M -$1.13M -2,270 -8%
TW
795
TritonPoint Wealth
Maryland
$13.2M -$260K -521 -2%
AG
796
Ascent Group
Virginia
$13.1M -$1.91M -3,837 -13%
KFS
797
Kurt F. Somerville
$13.1M -$702K -1,408 -5%
NO
798
Ninety One
South Africa
$13.1M +$275K +551 +2%
SWK
799
Stephen W. Kidder
$13.1M +$140K +281 +1%
OA
800
Oxbow Advisors
Texas
$13M +$258K +517 +2%