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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1001
Vestmark Advisory Solutions
Massachusetts
$3.09M +$244K +9,206 +9%
GP
1002
Girard Partners
Pennsylvania
$3.08M -$1.16M -43,942 -29%
LOAMU
1003
Lombard Odier Asset Management (USA)
New York
$3.06M +$2.84M +107,244 New
WAM
1004
Winslow Asset Management
Ohio
$3.06M -$1.11M -42,052 -28%
OCM
1005
One Capital Management
California
$3.06M +$18.4K +695 +0.7%
OAM
1006
Oak Asset Management
California
$3.04M +$4.29K +162 +0.2%
BCFS
1007
Butensky & Cohen Financial Security
Florida
$3.04M +$167K +6,289 +6%
AIA
1008
Armor Investment Advisors
North Carolina
$3.03M +$138K +5,227 +5%
TAM
1009
Tradition Asset Management
Virginia
$3.03M +$239K +9,024 +9%
BCAM
1010
Boston Common Asset Management
Massachusetts
$3.02M +$2.8M +105,860 New
SWMG
1011
Signature Wealth Management Group
Georgia
$3.02M +$115K +4,355 +4%
IWC
1012
Integrated Wealth Concepts
Massachusetts
$3.01M +$560K +21,122 +25%
BCM
1013
BTR Capital Management
California
$3.01M +$781K +29,481 +39%
CC
1014
Courier Capital
New York
$3.01M +$10.9K +413 +0.4%
IPW
1015
Inlet Private Wealth
Florida
$3M -$340K -12,820 -11%
JWBC
1016
J.W. Burns & Co
New York
$2.99M -$27K -1,018 -1%
WorldQuant Millennium Advisors
1017
WorldQuant Millennium Advisors
New York
$2.98M +$328K +12,387 +14%
CIAS
1018
Capital Investment Advisory Services
North Carolina
$2.96M -$28.8K -1,086 -1%
CPO
1019
Cerity Partners OCIO
New York
$2.96M -$1.66M -62,471 -38%
BST
1020
Bath Savings Trust
Maine
$2.96M -$2.04K -77 -0.1%
LWANC
1021
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.95M +$152K +5,725 +6%
HCM
1022
Hengehold Capital Management
Ohio
$2.94M -$20.8K -786 -0.8%
BII
1023
Bainco International Investors
Massachusetts
$2.94M -$52.7K -1,989 -2%
BO
1024
BRR OpCo
Ohio
$2.94M -$9.83K -371 -0.4%
SC
1025
Searle & Co
Connecticut
$2.94M