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Name Holding Trade Value Shares
Change
Change in
Stake
OS
101
Objectivity Squared
South Carolina
$3.84M +$74.2K +1,737 +2%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$3.8M +$150K +3,505 +4%
PH
103
Pinnacle Holdings
Oklahoma
$3.72M +$92.5K +2,165 +3%
PIWA
104
Prevail Innovative Wealth Advisors
Kansas
$3.5M +$3.37M +78,792 New
MGIA
105
Moneta Group Investment Advisors
Missouri
$3.4M -$214K -5,000 -6%
Brown Advisory
106
Brown Advisory
Maryland
$3.18M +$43 +1 +0%
BCM
107
Basso Capital Management
Connecticut
$3.17M +$8.55K +200 +0.3%
DAC
108
Dividend Assets Capital
South Carolina
$3.11M +$185K +4,333 +7%
IAA
109
Independent Advisor Alliance
North Carolina
$3.09M +$17.4K +408 +0.6%
BIP
110
Blueprint Investment Partners
North Carolina
$3.06M +$49.8K +1,165 +2%
CGA
111
Crescent Grove Advisors
Illinois
$3.04M +$56.8K +1,330 +2%
BIM
112
Bridges Investment Management
Nebraska
$3M
Ameriprise
113
Ameriprise
Minnesota
$2.97M +$2.02M +47,202 +240%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$2.95M +$2.19M +51,261 +350%
JHCP
115
Jackson Hole Capital Partners
Oklahoma
$2.89M +$170K +3,976 +7%
CCA
116
Childress Capital Advisors
Texas
$2.83M +$98.3K +2,300 +4%
CM
117
Caption Management
Oklahoma
$2.8M -$4.57M -107,000 -63%
FWIA
118
Fort Washington Investment Advisors
Ohio
$2.71M +$303K +7,100 +13%
AAM
119
Advisors Asset Management
Colorado
$2.69M -$92.3K -2,159 -3%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$2.69M +$9.87K +231 +0.4%
DC
121
Davenport & Co
Virginia
$2.67M
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$2.66M +$562K +13,158 +28%
AI
123
ArchPoint Investors
Florida
$2.65M
AHC
124
Adell Harriman & Carpenter
Texas
$2.63M +$408K +9,545 +19%
SIC
125
Samalin Investment Counsel
New York
$2.54M +$65.3K +1,528 +3%