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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
501
Sheets Smith Wealth Management
North Carolina
$9.21M +$25K +248 +0.3%
AAM
502
AR Asset Management
California
$9.19M
HWM
503
HB Wealth Management
Georgia
$9.06M +$486K +4,831 +7%
RC
504
Roundview Capital
New Jersey
$9.04M +$350K +3,473 +5%
CRB
505
Chad R. Baker
$8.96M
BCM
506
Bluefin Capital Management
New York
$8.95M +$5.91M +58,734 +331%
PP
507
Prudential plc
United Kingdom
$8.73M +$2.2M +21,885 +41%
BS
508
Banco Santander
Spain
$8.7M -$2.03M -20,157 -21%
WM
509
Whitford Management
New York
$8.7M +$7.48M +74,312 New
FWTB
510
First Western Trust Bank
Colorado
$8.66M -$8.36K -83 -0.1%
CWM
511
Calamos Wealth Management
Illinois
$8.58M -$97.5K -968 -1%
CIS
512
Connors Investor Services
Pennsylvania
$8.57M +$7.37M +73,213 New
AAM
513
Autus Asset Management
Arizona
$8.55M -$160K -1,585 -2%
KPWS
514
Kestra Private Wealth Services
Texas
$8.53M -$816K -8,102 -10%
BF
515
BOK Financial
Oklahoma
$8.53M -$1.75M -17,382 -19%
CA
516
Callahan Advisors
Texas
$8.53M -$199K -1,978 -3%
MLICM
517
Metropolitan Life Insurance Company (MetLife)
New York
$8.53M -$93.5K -929 -1%
IAIM
518
Industrial Alliance Investment Management
Quebec, Canada
$8.5M -$4.03K -40 -0.1%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$8.49M -$831K -8,254 -10%
API
520
Advisor Partners II
California
$8.43M +$1.21M +12,029 +20%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$8.42M +$435K +4,316 +6%
LRPA
522
L. Roy Papp & Associates
Arizona
$8.36M -$112K -1,110 -2%
AF
523
Alerus Financial
North Dakota
$8.35M +$7.19M +71,365 New
Group One Trading
524
Group One Trading
Illinois
$8.34M -$1.94M -19,302 -21%
ACIM
525
Azimuth Capital Investment Management
Michigan
$8.31M -$184K -1,832 -3%