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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
451
Vestmark Advisory Solutions
Massachusetts
$9.43M +$4.99M +186,799 +135%
CIP
452
Convergence Investment Partners
Florida
$9.42M +$2.16M +80,825 +33%
EIA
453
Edgemoor Investment Advisors
Maryland
$9.41M -$31.5K -1,180 -0.4%
IWC
454
Integrated Wealth Concepts
Massachusetts
$9.23M +$4.79M +179,344 +129%
AHC
455
Adell Harriman & Carpenter
Texas
$9.17M +$1.19M +44,395 +16%
BWL
456
Bogart Wealth LLC
Virginia
$9.12M +$366K +13,707 +5%
DIA
457
Dana Investment Advisors
Wisconsin
$9.1M +$52.2K +1,954 +0.6%
AWA
458
Arkadios Wealth Advisors
Georgia
$9.01M +$2.7M +101,253 +48%
CG
459
Caprock Group
Idaho
$8.94M -$162K -6,061 -2%
KWM
460
Kingsview Wealth Management
Oregon
$8.91M -$277K -10,374 -3%
STA
461
Summit Trail Advisors
New York
$8.73M +$1.5M +56,313 +23%
AF
462
Alerus Financial
North Dakota
$8.6M -$680K -25,445 -8%
C
463
Certuity
Florida
$8.53M +$30.4K +1,139 +0.4%
Impax Asset Management Group
464
Impax Asset Management Group
United Kingdom
$8.53M +$6.35M +237,857 +422%
MGP
465
Metis Global Partners
California
$8.5M -$186K -6,959 -2%
SI
466
Sora Investors
Pennsylvania
$8.49M +$5.31M +198,622 +211%
AC
467
Addenda Capital
Quebec, Canada
$8.46M
SC
468
Stolper & Co
Oklahoma
$8.45M +$1.19M +44,367 +34%
HCM
469
Howard Capital Management
Georgia
$8.44M -$239K -8,965 -3%
BCV
470
Banque Cantonale Vaudoise
Switzerland
$8.33M +$1.58M +59,029 +26%
MSE
471
MUFG Securities EMEA
United Kingdom
$8.32M -$97.1K -3,636 -1%
PFS
472
Prospera Financial Services
Texas
$8.29M -$6.17K -231 -0.1%
CCM
473
Canal Capital Management
Virginia
$8.28M +$1.08M +40,451 +17%
MDCM
474
Morgan Dempsey Capital Management
Wisconsin
$8.26M -$234K -8,760 -3%
Brown Advisory
475
Brown Advisory
Maryland
$8.25M +$392K +14,670 +5%