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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
476
Banque Cantonale Vaudoise
Switzerland
$10.9M +$3.66M +29,802 +51%
SWM
477
Segment Wealth Management
Texas
$10.8M +$330K +2,681 +3%
EI
478
Ethic Inc
New York
$10.8M +$2.19M +17,827 +25%
JSA
479
Jacobson & Schmitt Advisors
Wisconsin
$10.8M -$169K -1,371 -2%
IAA
480
Independent Advisor Alliance
North Carolina
$10.7M -$353K -2,875 -3%
BPA
481
Beacon Pointe Advisors
California
$10.7M +$605K +4,920 +6%
LWM
482
Lyell Wealth Management
California
$10.7M -$132K -1,074 -1%
PMEF
483
Point72 Middle East FZE
United Arab Emirates
$10.7M +$6.68M +54,310 +166%
YIA
484
YHB Investment Advisors
Connecticut
$10.7M -$28.6K -233 -0.3%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$10.6M -$315K -2,566 -3%
NSAM
486
North Star Asset Management
Wisconsin
$10.6M -$112K -907 -1%
Rafferty Asset Management
487
Rafferty Asset Management
New York
$10.5M +$679K +5,527 +7%
CAM
488
Columbia Asset Management
Michigan
$10.5M +$300K +2,443 +3%
SC
489
Saybrook Capital
North Carolina
$10.4M +$1.86M +15,135 +22%
FC
490
Forte Capital
New York
$10.4M +$253K +2,062 +2%
PWP
491
Perfromance Wealth Partners
Illinois
$10.3M +$320K +2,600 +3%
CTI
492
Community Trust & Investment
Kentucky
$10.3M +$82.9K +674 +0.8%
RS
493
Robeco Schweiz
Switzerland
$10.3M
CIS
494
Connors Investor Services
Pennsylvania
$10.3M +$1.29M +10,487 +14%
FCI
495
Financial Counselors Inc
Kansas
$10.2M +$1.68M +13,700 +20%
PTB
496
Pioneer Trust Bank
Oregon
$10.1M -$148K -1,206 -1%
NIG
497
NFJ Investment Group
Texas
$10.1M -$1.17M -9,494 -10%
BSW
498
Buckingham Strategic Wealth
Missouri
$10.1M
VCM
499
Vision Capital Management
Oregon
$10M -$719K -5,848 -7%
IHL
500
Investment House LLC
California
$10M -$156K -1,270 -2%