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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$2.52M +$27.3K +316 +1%
EWA
352
EP Wealth Advisors
California
$2.52M +$307K +3,562 +12%
QIM
353
Quest Investment Management
Oregon
$2.49M -$276K -3,201 -9%
GIO
354
Galilei Investment Office
United Kingdom
$2.49M
SC
355
Stolper & Co
Oklahoma
$2.48M -$191K -2,207 -6%
BO
356
Bank OZK
Arkansas
$2.46M +$295K +3,416 +12%
MCM
357
Mill Capital Management
North Carolina
$2.46M
SB
358
Simmons Bank
Arkansas
$2.42M +$8.89K +103 +0.3%
PS
359
Principal Securities
Iowa
$2.41M +$689K +7,982 +34%
AssetMark Inc
360
AssetMark Inc
California
$2.41M -$464K -5,375 -15%
MCM
361
Mitchell Capital Management
Kansas
$2.41M -$850K -9,844 -24%
PWM
362
Perigon Wealth Management
California
$2.39M +$17.5K +203 +0.7%
PL
363
Perpetual Ltd
Australia
$2.38M -$170K -1,972 -6%
SCA
364
Snowden Capital Advisors
New York
$2.38M +$30.2K +350 +1%
MWM
365
Mission Wealth Management
California
$2.38M +$803K +9,302 +43%
SCM
366
Sterling Capital Management
North Carolina
$2.38M -$127K -1,473 -5%
SBH
367
Segall Bryant & Hamill
Illinois
$2.37M
WIA
368
World Investment Advisors
California
$2.34M -$60.3K -699 -3%
CS
369
Cannell & Spears
New York
$2.32M
KCM
370
Kanawha Capital Management
Virginia
$2.3M -$138K -1,604 -5%
ACA
371
American Capital Advisory
Idaho
$2.29M -$3.8K -44 -0.1%
JWCA
372
J.W. Cole Advisors
Florida
$2.28M +$2.54M +29,390 New
AMG
373
Advisors Management Group
Wisconsin
$2.28M -$32.6K -378 -1%
GVAG
374
Great Valley Advisor Group
Delaware
$2.28M +$221K +2,558 +10%
S
375
SimplyRich
California
$2.27M