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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1176
Trivium Point Advisory
Connecticut
$35.2M -$166K -1,318 -0.6%
SDH
1177
Sloy Dahl & Holst
Washington
$35.1M +$1.65M +13,138 +6%
DIA
1178
Davidson Investment Advisors
Montana
$35.1M +$241K +1,916 +0.9%
FNA
1179
First National Advisers
Nebraska
$35.1M +$230K +1,828 +0.8%
BAM
1180
Bell Asset Management
Australia
$34.9M -$10.6M -84,494 -28%
BWP
1181
Barlow Wealth Partners
Kentucky
$34.9M +$4.12M +32,769 +17%
CIS
1182
Connors Investor Services
Pennsylvania
$34.7M -$90.2K -717 -0.3%
ATC
1183
Argent Trust Co
Tennessee
$34.7M +$298K +2,371 +1%
NCM
1184
Novare Capital Management
North Carolina
$34.5M +$4.28M +34,011 +18%
SSA
1185
Sierra Summit Advisors
Nevada
$34.5M -$64.7K -514 -0.2%
SB
1186
Strategic Blueprint
Georgia
$34.4M -$3.8M -30,189 -12%
FCA
1187
Fortis Capital Advisors
Kansas
$34.3M +$2.39K +19 +0%
DI
1188
Dalton Investments
Nevada
$34.3M
HSA
1189
HBK Sorce Advisory
Pennsylvania
$34.3M +$2.04M +16,226 +8%
AIIMS
1190
Analyst IMS Investment Management Services
Israel
$34.2M -$366K -2,905 -1%
WBC
1191
West Branch Capital
Massachusetts
$34.2M -$661K -5,249 -2%
Financial Engines Advisors
1192
Financial Engines Advisors
California
$34.1M +$15.5M +122,848 +132%
KWMG
1193
King Wealth Management Group
Florida
$34M +$166K +1,318 +0.6%
PIA
1194
Perennial Investment Advisors
California
$34M -$2.29M -18,203 -8%
CTA
1195
Colonial Trust Advisors
South Carolina
$34M +$131K +1,043 +0.5%
CGL
1196
Clarius Group LLC
Washington
$33.9M -$2.21M -17,525 -8%
OPCM
1197
Osborne Partners Capital Management
California
$33.9M -$898K -7,138 -3%
HCM
1198
Hodges Capital Management
Texas
$33.9M -$2M -15,914 -7%
CB
1199
Cadence Bank
Mississippi
$33.8M +$343K +2,722 +1%
RWM
1200
Rench Wealth Management
Texas
$33.8M -$371K -2,946 -1%