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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1051
Advisor OS
Illinois
$4.45M +$640K +6,813 +19%
MIM
1052
Morningstar Investment Management
Illinois
$4.45M -$8.73M -93,011 -69%
CHAM
1053
Clear Harbor Asset Management
Connecticut
$4.44M -$189K -2,011 -5%
CIP
1054
Castlefield Investment Partners
$4.43M +$3.95M +42,105 New
BOH
1055
Bank of Hawaii
Hawaii
$4.42M -$1.01M -10,773 -20%
Kovitz Investment Group Partners
1056
Kovitz Investment Group Partners
Illinois
$4.41M -$30.5M -325,351 -89%
SIM
1057
Studio Investment Management
Illinois
$4.4M +$4.41K +47 +0.1%
OC
1058
Oakworth Capital
Alabama
$4.4M -$295K -3,138 -7%
SW
1059
Simplicity Wealth
New Jersey
$4.39M -$66.6K -709 -2%
PCG
1060
Prosperity Consulting Group
Maryland
$4.39M -$30.1K -321 -0.8%
Parallax Volatility Advisers
1061
Parallax Volatility Advisers
California
$4.39M +$3.91M +41,697 New
SI
1062
Sava Infond
Slovenia
$4.39M +$105K +1,120 +3%
SAG
1063
SageView Advisory Group
California
$4.38M -$386K -4,117 -9%
VIA
1064
Vickerman Investment Advisors
Washington
$4.36M -$804K -8,570 -17%
SB
1065
SIG Brokerage
New York
$4.36M +$2.39M +25,510 +161%
RC
1066
Roundview Capital
New Jersey
$4.35M -$8.82K -94 -0.2%
CBTWT
1067
Community Bank & Trust (Waco, Texas)
Texas
$4.35M -$205K -2,187 -5%
NG
1068
Norden Group
Utah
$4.33M +$1.03K +11 +0%
BBA
1069
BLB&B Advisors
Pennsylvania
$4.33M -$104K -1,104 -3%
DAS
1070
Dynamic Advisor Solutions
Arizona
$4.32M -$261K -2,781 -6%
KF
1071
Krilogy Financial
Missouri
$4.31M +$283K +3,016 +8%
WA
1072
WealthTrust Axiom
Pennsylvania
$4.28M -$3.19K -34 -0.1%
AAIM
1073
Asset Advisors Investment Management
Georgia
$4.26M -$72.8K -775 -2%
CIP
1074
Convergence Investment Partners
Florida
$4.24M +$1.66M +17,734 +79%
JIC
1075
Joel Isaacson & Co
New York
$4.19M +$123K +1,309 +3%