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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
601
Lido Advisors
California
$13M +$1.02M +9,434 +8%
API
602
Advisor Partners II
California
$12.9M +$1.37M +12,726 +12%
MCM
603
Monarch Capital Management
Indiana
$12.9M -$675K -6,250 -5%
AAS
604
Avantax Advisory Services
Texas
$12.9M +$245K +2,269 +2%
SFM
605
Sphera Funds Management
Israel
$12.8M
CB
606
Community Bank
New York
$12.8M -$104K -966 -0.8%
AAA
607
Affinity Asset Advisors
New York
$12.8M +$13M +120,000 New
GAM
608
Griffin Asset Management
New York
$12.8M -$172K -1,589 -1%
AIP
609
ARS Investment Partners
New York
$12.7M +$68.3K +633 +0.5%
CRC
610
Curi RMB Capital
Illinois
$12.7M +$2.31M +21,377 +22%
GFS
611
GYL Financial Synergies
Connecticut
$12.7M +$11.3M +104,540 +705%
DWM
612
Dakota Wealth Management
Florida
$12.7M +$10.5M +96,819 +432%
MLL
613
Moody Lynn & Lieberson
Massachusetts
$12.6M +$660K +6,113 +5%
SFA
614
Sequoia Financial Advisors
Ohio
$12.6M -$6.11M -56,575 -32%
WAG
615
Wallace Advisory Group
California
$12.5M +$2.38K +22 +0%
WC
616
Whitney & Co
New York
$12.5M -$1.15M -10,607 -8%
NMERB
617
New Mexico Educational Retirement Board
New Mexico
$12.5M -$410K -3,800 -3%
CS
618
Clear Street
New York
$12.4M +$12.6M +117,000 New
CVM
619
Cheviot Value Management
California
$12.3M -$107K -987 -0.8%
LG
620
LaFleur & Godfrey
Michigan
$12.2M -$638K -5,906 -5%
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$12.2M -$6.36M -58,905 -34%
TLP
622
Tri Locum Partners
New York
$12.2M -$1.37M -12,670 -10%
H
623
HoyleCohen
California
$12.1M -$164K -1,520 -1%
MLICM
624
Metropolitan Life Insurance Company (MetLife)
New York
$12.1M -$2.95M -27,289 -19%
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$12.1M -$180K -1,663 -1%