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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Silvercrest Asset Management
New York
$4.22M +$245K +1,352 +6%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$4.2M +$164K +906 +4%
Corient Private Wealth
78
Corient Private Wealth
Florida
$4.14M +$52.3K +289 +1%
NW
79
Naviter Wealth
Arkansas
$4.11M -$69.5K -384 -2%
CCMINC
80
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.09M +$112K +620 +3%
AAS
81
Avantax Advisory Services
Texas
$3.97M +$424K +2,344 +11%
IA
82
IFG Advisory
Georgia
$3.97M -$1.99K -11 -0%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$3.96M -$2.13M -11,751 -34%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$3.91M -$204K -1,128 -5%
Nuveen
85
Nuveen
North Carolina
$3.65M -$452K -2,498 -11%
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$3.6M -$19.7K -109 -0.5%
FFM
87
Forum Financial Management
Illinois
$3.52M -$367K -2,030 -9%
NB
88
Northwest Bancshares
Pennsylvania
$3.52M -$48.7K -269 -1%
S
89
SignatureFD
Georgia
$3.42M -$360K -1,988 -9%
BPC
90
Bearing Point Capital
Minnesota
$3.41M +$182K +1,005 +5%
MML Investors Services
91
MML Investors Services
Massachusetts
$3.35M +$121K +671 +4%
CFO
92
Callan Family Office
Pennsylvania
$3.28M +$2.39M +13,217 +228%
GF
93
Gabelli Funds
New York
$3.14M +$1.19M +6,595 +57%
EI
94
Ethic Inc
New York
$3.13M -$635K -3,512 -16%
MWM
95
Moran Wealth Management
Florida
$3.08M +$201K +1,113 +7%
BCI
96
Brinker Capital Investments
Pennsylvania
$3.06M -$23K -127 -0.7%
AQR Capital Management
97
AQR Capital Management
Connecticut
$3.05M +$1.12M +6,206 +54%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$2.94M +$545K +3,013 +21%
GIM
99
Gold Investment Management
Alberta, Canada
$2.92M +$594K +3,281 +24%
LSV Asset Management
100
LSV Asset Management
Illinois
$2.84M -$1.88M -10,390 -39%