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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
501
Cerity Partners
New York
$10.3M -$375K -10,540 -4%
SFS
502
Sowell Financial Services
Arkansas
$10.3M +$312K +8,759 +3%
1IA
503
1834 Investment Advisors
Wisconsin
$10.3M -$122K -3,425 -1%
GI
504
GAMCO Investors
Connecticut
$10.2M -$875K -24,572 -8%
SIC
505
Salem Investment Counselors
North Carolina
$10.2M +$58K +1,627 +0.6%
RE
506
RBC Europe
United Kingdom
$9.99M -$194K -5,438 -2%
JPMIA
507
J.P. Marvel Investment Advisors
Massachusetts
$9.97M -$392 -11 -0%
PWP
508
Private Wealth Partners
California
$9.96M -$599K -16,828 -6%
FM
509
Foster & Motley
Ohio
$9.95M -$187K -5,237 -2%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$9.94M -$137K -3,838 -1%
HAI
511
Hennessy Advisors Inc
California
$9.89M +$45.1K +1,265 +0.5%
SAM
512
Strategy Asset Managers
California
$9.88M -$294K -8,253 -3%
CA
513
Cullinan Associates
Kentucky
$9.81M +$108K +3,042 +1%
AWM
514
AE Wealth Management
Kansas
$9.78M +$1.54M +43,254 +20%
CA
515
Cornerstone Advisors
North Carolina
$9.76M +$9.35M +262,446 New
VFA
516
Voya Financial Advisors
Connecticut
$9.75M +$860K +24,135 +10%
WTC
517
WhitTier Trust Company
Nevada
$9.68M -$926K -25,985 -9%
OCAM
518
Onex Canada Asset Management
Ontario, Canada
$9.66M -$1.82K -51 -0%
SB
519
Simmons Bank
Arkansas
$9.54M -$552K -15,502 -6%
AssetMark Inc
520
AssetMark Inc
California
$9.51M +$6.55M +183,932 +255%
BCM
521
BTR Capital Management
California
$9.41M +$430K +12,086 +5%
BCM
522
Buckhead Capital Management
Georgia
$9.41M -$129K -3,633 -1%
NC
523
Naman Capital
Brazil
$9.4M
MIA
524
MainStreet Investment Advisors
Illinois
$9.37M +$476K +13,366 +6%
VWA
525
Visionary Wealth Advisors
Illinois
$9.34M +$8.95M +251,169 New