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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EP Wealth Advisors
California
$6.44M +$6.52M +258,734 New
WBC
527
Westpac Banking Corp
Australia
$6.42M -$123K -4,886 -2%
MIM
528
Morningstar Investment Management
Illinois
$6.42M -$1.73M -68,676 -21%
LW
529
Linscomb Wealth
Texas
$6.41M +$77.2K +3,063 +1%
Kovitz Investment Group Partners
530
Kovitz Investment Group Partners
Illinois
$6.39M -$7.07M -280,465 -52%
APP
531
Avantax Planning Partners
Iowa
$6.32M +$310K +12,310 +5%
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$6.32M -$465K -18,431 -7%
SG
533
Sienna Gestion
France
$6.3M
JAFL
534
Jay A. Fishman Ltd
Michigan
$6.3M -$136K -5,400 -2%
CSP
535
Cary Street Partners
Virginia
$6.27M -$251K -9,954 -4%
CCM
536
Cutler Capital Management
Massachusetts
$6.22M -$94.9K -3,762 -1%
MCC
537
Money Concepts Capital
Florida
$6.2M +$17.2K +682 +0.3%
Verition Fund Management
538
Verition Fund Management
Connecticut
$6.2M -$2.95M -117,055 -32%
RFC
539
Regions Financial Corp
Alabama
$6.17M -$349K -13,839 -5%
RHAM
540
Round Hill Asset Management
California
$6.16M -$19K -755 -0.3%
KFP
541
Keystone Financial Planning
Ohio
$6.13M -$191K -7,583 -3%
MA
542
Mutual Advisors
Nebraska
$6.07M +$134K +5,315 +2%
Envestnet Portfolio Solutions
543
Envestnet Portfolio Solutions
Illinois
$6.07M +$9.53K +378 +0.2%
MAM
544
Madison Asset Management
Wisconsin
$6.03M
MFG
545
Merit Financial Group
Georgia
$6.02M +$506K +20,085 +9%
B
546
Bellecapital
Switzerland
$6.01M +$755K +29,924 +14%
RMAM
547
Raab & Moskowitz Asset Management
New Jersey
$6M -$1.01M -39,910 -14%
MFG
548
Monte Financial Group
Connecticut
$5.98M -$463K -18,345 -7%
WA
549
WealthTrust Axiom
Pennsylvania
$5.98M -$35.5K -1,407 -0.6%
UCFA
550
United Capital Financial Advisors
Texas
$5.96M +$480K +19,033 +9%