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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Avantax Advisory Services
Texas
$11.3M +$2.17M +50,267 +22%
PP
502
Prospector Partners
Connecticut
$11.3M +$3.1M +71,730 +35%
WTC
503
WhitTier Trust Company
Nevada
$11.1M +$40.3K +933 +0.3%
IMCOOI
504
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M +$4.84M +111,976 +70%
CVM
505
Cheviot Value Management
California
$11.1M +$231K +5,345 +2%
SFA
506
Sequoia Financial Advisors
Ohio
$10.9M +$6.93M +160,386 +149%
TC
507
TownSquare Capital
Utah
$10.9M +$871K +20,172 +8%
EIP
508
Easterly Investment Partners
Massachusetts
$10.9M -$124K -2,865 -1%
WB
509
WesBanco Bank
West Virginia
$10.9M -$35.5K -821 -0.3%
ECM
510
Evergreen Capital Management
Washington
$10.9M +$3.6M +83,462 +46%
GFS
511
GYL Financial Synergies
Connecticut
$10.8M +$10.5M +242,308 +1,033%
ADEF
512
Adams Diversified Equity Fund
Maryland
$10.8M -$4.67M -108,040 -29%
SIS
513
Sound Income Strategies
Florida
$10.7M +$1.07M +24,771 +10%
RT
514
Rockland Trust
Massachusetts
$10.6M +$280K +6,473 +3%
NMERB
515
New Mexico Educational Retirement Board
New Mexico
$10.6M -$354K -8,200 -3%
EWM
516
Edge Wealth Management
New York
$10.6M +$23.5K +545 +0.2%
BFA
517
Bragg Financial Advisors
North Carolina
$10.6M +$148K +3,422 +1%
ATC
518
Argent Trust Co
Tennessee
$10.5M +$247K +5,718 +2%
EFS
519
Essex Financial Services
Connecticut
$10.4M -$153K -3,537 -1%
BWL
520
Bogart Wealth LLC
Virginia
$10.4M +$1.79M +41,341 +19%
SB
521
Simmons Bank
Arkansas
$10.3M +$278K +6,426 +3%
BAM
522
Bell Asset Management
Australia
$10.3M +$10.9M +252,166 New
EWM
523
Evercore Wealth Management
New York
$10.3M -$288K -6,662 -3%
LS
524
Livforsakringsbolaget Skandia
Sweden
$10.3M -$1.81M -42,000 -14%
BHWM
525
Bar Harbor Wealth Management
New Hampshire
$10.2M +$5.4K +125 +0%