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Name Holding Trade Value Shares
Change
Change in
Stake
United Capital Financial Advisors
551
United Capital Financial Advisors
Texas
$5.43M +$335K +1,547 +6%
BOTW
552
Bank of the West
California
$5.42M +$3.05M +14,105 +123%
SFG
553
SevenBridge Financial Group
Pennsylvania
$5.4M -$354K -1,636 -6%
Stephens Inc
554
Stephens Inc
Arkansas
$5.39M +$304K +1,405 +6%
MFG
555
Monte Financial Group
Connecticut
$5.39M +$216K +999 +4%
TCM
556
Twin Capital Management
Pennsylvania
$5.38M -$1.74M -8,050 -24%
MCM
557
Mattern Capital Management
Colorado
$5.38M +$1.36M +6,265 +33%
Vanguard Personalized Indexing Management
558
Vanguard Personalized Indexing Management
California
$5.37M +$1.4M +6,452 +34%
Ethic Inc
559
Ethic Inc
New York
$5.35M +$601K +2,780 +12%
Davenport & Co
560
Davenport & Co
Virginia
$5.32M +$519K +2,397 +11%
ClearBridge Investments
561
ClearBridge Investments
New York
$5.32M -$1.12M -5,183 -17%
Cresset Asset Management
562
Cresset Asset Management
Illinois
$5.31M -$1.97M -9,094 -27%
Avantax Advisory Services
563
Avantax Advisory Services
Texas
$5.31M -$133K -613 -2%
BIMC
564
Benson Investment Management Company
Virginia
$5.29M +$5.39M +24,930 New
Fulton Bank
565
Fulton Bank
Pennsylvania
$5.28M +$880K +4,066 +20%
WCF
566
West Coast Financial
California
$5.27M +$5.18M +23,950 +2,685%
MNBTD
567
Moody National Bank Trust Division
Texas
$5.26M -$588K -2,719 -10%
Veritable
568
Veritable
Delaware
$5.23M +$279K +1,291 +6%
Bessemer Group
569
Bessemer Group
New Jersey
$5.22M +$886K +4,095 +20%
Ashton Thomas Private Wealth
570
Ashton Thomas Private Wealth
Arizona
$5.22M +$2.01M +9,270 +60%
ET
571
Equitable Trust
Tennessee
$5.21M -$116K -537 -2%
Annex Advisory Services
572
Annex Advisory Services
Wisconsin
$5.2M +$265K +1,225 +5%
AF
573
Advisornet Financial
Minnesota
$5.19M +$863K +3,990 +19%
NIM
574
Northeast Investment Management
Massachusetts
$5.19M +$493K +2,277 +10%
EFI
575
EHP Funds Inc
Canada
$5.18M +$5.28M +24,400 New