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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%
Advisor Partners II
602
Advisor Partners II
California
$12.9M +$1.37M +12,726 +12%
MCM
603
Monarch Capital Management
Indiana
$12.9M -$675K -6,250 -5%
Avantax Advisory Services
604
Avantax Advisory Services
Texas
$12.9M +$245K +2,269 +2%
FAS
605
Formuepleje A/S
Denmark
$12.9M +$505K +4,675 +4%
SFM
606
Sphera Funds Management
Israel
$12.8M – – –
CB
607
Community Bank
New York
$12.8M -$104K -966 -0.8%
AAA
608
Affinity Asset Advisors
New York
$12.8M +$13M +120,000 New
GAM
609
Griffin Asset Management
New York
$12.8M -$172K -1,589 -1%
AIP
610
ARS Investment Partners
New York
$12.7M +$68.3K +633 +0.5%
Curi RMB Capital
611
Curi RMB Capital
Illinois
$12.7M +$2.31M +21,377 +22%
GFS
612
GYL Financial Synergies
Connecticut
$12.7M +$11.3M +104,540 +705%
Dakota Wealth Management
613
Dakota Wealth Management
Florida
$12.7M +$10.5M +96,819 +432%
MLL
614
Moody Lynn & Lieberson
Massachusetts
$12.6M +$660K +6,113 +5%
Sequoia Financial Advisors
615
Sequoia Financial Advisors
Ohio
$12.6M -$6.11M -56,575 -32%
WAG
616
Wallace Advisory Group
California
$12.5M +$2.38K +22 +0%
WC
617
Whitney & Co
New York
$12.5M -$1.15M -10,607 -8%
New Mexico Educational Retirement Board
618
New Mexico Educational Retirement Board
New Mexico
$12.5M -$410K -3,800 -3%
Clear Street
619
Clear Street
New York
$12.4M +$12.6M +117,000 New
CVM
620
Cheviot Value Management
California
$12.3M -$107K -987 -0.8%
LG
621
LaFleur & Godfrey
Michigan
$12.2M -$638K -5,906 -5%
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$12.2M -$6.36M -58,905 -34%
TLP
623
Tri Locum Partners
New York
$12.2M -$1.37M -12,670 -10%
H
624
HoyleCohen
California
$12.1M -$164K -1,520 -1%
MLICM
625
Metropolitan Life Insurance Company (MetLife)
New York
$12.1M -$2.95M -27,289 -19%