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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
976
BTC Capital Management
Iowa
$51.3M -$684K -5,434 -2%
UF
977
Univest Financial
Pennsylvania
$50.8M +$6.04M +48,015 +18%
Simplicity Wealth
978
Simplicity Wealth
New Jersey
$50.6M +$16.4M +130,672 +69%
JC
979
Jacobs & Co
California
$50.5M -$1M -7,947 -2%
P
980
Pitcairn
Pennsylvania
$50.5M -$4.54M -36,066 -10%
LWMM
981
Legacy Wealth Management (Mississippi)
Mississippi
$50.4M +$34.3M +272,931 +590%
MPM
982
Meritage Portfolio Management
Kansas
$50.4M -$8.53M -67,802 -18%
RWA Wealth Partners
983
RWA Wealth Partners
Massachusetts
$50.4M +$3.73M +29,656 +10%
IAN
984
Integrated Advisors Network
Texas
$50.4M +$2.4M +19,089 +6%
GAMCO Investors
985
GAMCO Investors
Connecticut
$50M +$2M +15,894 +5%
MCM
986
Mitchell Capital Management
Kansas
$50M -$5.65M -44,931 -13%
BIAS
987
Beacon Investment Advisory Services
New Jersey
$49.9M -$3.08M -24,500 -7%
Vestmark Advisory Solutions
988
Vestmark Advisory Solutions
Massachusetts
$49.8M +$12.4M +98,365 +45%
CCA
989
Cobblestone Capital Advisors
New York
$49.8M +$145K +1,152 +0.4%
Burney Company
990
Burney Company
Virginia
$49.7M -$7.43M -59,024 -16%
BCH
991
Berkshire Capital Holdings
California
$49.5M +$5.61M +44,600 +17%
CWM
992
Concentrum Wealth Management
California
$49.5M +$198K +1,575 +0.5%
JAFL
993
Jay A. Fishman Ltd
Michigan
$49.5M +$2.68M +21,271 +7%
Boothbay Fund Management
994
Boothbay Fund Management
New York
$49.3M -$190M -1,512,823 -83%
AIM
995
Avity Investment Management
Connecticut
$48.8M +$1.24M +9,883 +3%
Moran Wealth Management
996
Moran Wealth Management
Florida
$48.7M -$77.6K -617 -0.2%
GLR
997
Great Lakes Retirement
Ohio
$48.6M -$131K -1,044 -0.3%
IG
998
Ithaka Group
Virginia
$48.6M -$4.03M -32,044 -9%
SVCP
999
Silicon Valley Capital Partners
California
$48.4M -$1.49M -11,838 -4%
AFG
1000
Albion Financial Group
Utah
$48.3M +$149K +1,185 +0.4%