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Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Caprock Group
Idaho
$2.7M +$2.69M +53,046 New
MOACM
152
Mutual of America Capital Management
New York
$2.69M +$278K +5,480 +11%
IMC Chicago
153
IMC Chicago
Illinois
$2.58M +$2.62M +51,611 New
PMG
154
Private Management Group
California
$2.5M
IAA
155
Independent Advisor Alliance
North Carolina
$2.43M +$41.1K +810 +2%
NRCM
156
Northern Right Capital Management
Connecticut
$2.37M -$197K -3,882 -8%
ASN
157
Advisory Services Network
Georgia
$2.34M +$255K +5,037 +12%
CWP
158
CFM Wealth Partners
Texas
$2.33M +$195K +3,853 +9%
SPIA
159
Steward Partners Investment Advisory
New York
$2.23M -$1.2M -23,584 -35%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2.21M +$4.41K +87 +0.2%
SAM
161
Silvercrest Asset Management
New York
$2.17M -$302K -5,956 -12%
KeyBank National Association
162
KeyBank National Association
Ohio
$2.14M +$110K +2,178 +5%
Fayez Sarofim & Co
163
Fayez Sarofim & Co
Texas
$2.14M
PFA
164
Pathway Financial Advisers
Indiana
$2.13M +$438K +8,636 +25%
BG
165
Bahl & Gaynor
Ohio
$2.12M
ZIG
166
Zurich Insurance Group
Switzerland
$2.12M
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$2.08M -$669K -13,188 -24%
DA
168
Doliver Advisors
Texas
$2.08M
GP
169
Geneva Partners
Wisconsin
$2M
PI
170
PFG Investments
New York
$1.99M +$14K +276 +0.7%
CRC
171
Curi RMB Capital
Illinois
$1.96M +$19.7K +388 +1%
DWP
172
Daymark Wealth Partners
Ohio
$1.95M -$33.6K -662 -2%
FCM
173
Fourpath Capital Management
Oklahoma
$1.95M
BC
174
Barnett & Company
Tennessee
$1.94M -$53.8K -1,060 -3%
SWP
175
Stratos Wealth Partners
Ohio
$1.89M -$25.1K -494 -1%