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Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
726
Advanced Asset Management Advisors
Ohio
$4.03M
CSPIA
727
Cary Street Partners Investment Advisory
Virginia
$4.02M -$280K -10,076 -7%
DIA
728
Dean Investment Associates
Ohio
$4.02M -$32.1K -1,158 -0.8%
OC
729
Oppenheimer & Close
New York
$4.02M +$13.9K +500 +0.3%
RDWM
730
Red Door Wealth Management
Tennessee
$4.02M +$74.2K +2,674 +2%
EHC
731
Everett Harris & Co
California
$4.02M +$744K +26,812 +23%
CI
732
Conning Inc
Connecticut
$4.01M -$29.5M -1,063,488 -88%
CAG
733
Crestwood Advisors Group
Massachusetts
$4.01M -$110K -3,973 -3%
KCM
734
Kennedy Capital Management
Missouri
$3.99M +$3.99M +143,861 New
JWCA
735
J.W. Cole Advisors
Florida
$3.98M -$793K -28,574 -17%
KIA
736
KCM Investment Advisors
California
$3.98M +$95.2K +3,431 +2%
LNC
737
Lincoln National Corp
Pennsylvania
$3.96M +$216K +7,782 +6%
FCH
738
Freestone Capital Holdings
Washington
$3.96M +$1.61M +57,927 +68%
NIM
739
NEOS Investment Management
Connecticut
$3.96M +$1.74M +62,552 +78%
Bessemer Group
740
Bessemer Group
New Jersey
$3.95M -$848K -30,560 -18%
SW
741
Simplicity Wealth
New Jersey
$3.93M +$3.93M +141,747 New
PFPT
742
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.91M -$2.06M -74,210 -34%
WAOTB
743
Wealth Advisors of Tampa Bay
Florida
$3.9M +$1.3M +46,887 +50%
CPL
744
Corecam Pte Ltd
$3.87M +$1.49M +53,700 +63%
NRS
745
Neville Rodie & Shaw
New York
$3.87M -$260K -9,381 -6%
PWM
746
Perigon Wealth Management
California
$3.86M +$534K +19,256 +16%
TW
747
TrinityPoint Wealth
Connecticut
$3.85M +$148K +5,351 +4%
LOAMS
748
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.84M +$2.08M +75,018 +118%
CCB
749
Country Club Bank
Missouri
$3.83M -$120K -4,330 -3%
JIC
750
Johnson Investment Counsel
Ohio
$3.82M -$168K -6,038 -4%