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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
651
Envestnet Portfolio Solutions
Illinois
$13.6M +$2.72M +23,240 +28%
FNT
652
First Nebraska Trust
Nebraska
$13.4M -$7.37K -63 -0.1%
JC
653
Jacobs & Co
California
$13.4M -$339K -2,897 -3%
IWA
654
IBEX Wealth Advisors
New Jersey
$13.3M +$305K +2,603 +3%
MC
655
Miramar Capital
Illinois
$13.3M +$15.3K +131 +0.1%
UB
656
UMB Bank
Missouri
$13.3M -$108K -925 -0.9%
LNWTC
657
Laird Norton Wetherby Trust Company
Washington
$13.3M -$52.4K -448 -0.4%
SIA
658
Sit Investment Associates
Minnesota
$13.3M +$2.32M +19,817 +24%
IAA
659
Independent Advisor Alliance
North Carolina
$13.2M +$317K +2,712 +3%
MGP
660
Metis Global Partners
California
$13.2M -$3.6M -30,745 -23%
RB
661
Rodgers Brothers
Pennsylvania
$13.2M +$52K +444 +0.4%
CSI
662
Clark & Stuart Inc
Maine
$13.2M -$154K -1,319 -1%
PFS
663
Prospera Financial Services
Texas
$13.1M -$410K -3,501 -3%
AFG
664
Atomi Financial Group
New York
$13M +$905K +7,734 +8%
PUI
665
Purpose Unlimited Inc
$12.9M +$382K +3,267 +3%
APP
666
Avantax Planning Partners
Iowa
$12.9M +$216K +1,842 +2%
JWCA
667
J.W. Cole Advisors
Florida
$12.9M -$162K -1,382 -1%
VFM
668
Viking Fund Management
North Dakota
$12.8M
MMA
669
Miracle Mile Advisors
California
$12.8M +$33.2K +284 +0.3%
NCM
670
Narwhal Capital Management
Georgia
$12.8M -$1.39M -11,872 -11%
PP
671
Patten & Patten
Tennessee
$12.8M -$95.3K -814 -0.8%
Ninety One (UK)
672
Ninety One (UK)
United Kingdom
$12.7M +$235K +2,009 +2%
TCM
673
Tufton Capital Management
Maryland
$12.6M -$101K -860 -0.9%
FSA
674
Fort Sheridan Advisors
Illinois
$12.6M -$63.3K -541 -0.5%
SPS
675
Susquehanna Portfolio Strategies
Pennsylvania
$12.5M -$81.3M -694,281 -88%