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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$13.1M -$8.27M -47,398 -43%
CGIM
427
Capital Group Investment Management
Singapore
$13M -$3.42M -19,592 -24%
AWM
428
Apollon Wealth Management
South Carolina
$12.8M +$1.55M +8,889 +17%
CRB
429
Chad R. Baker
$12.6M +$157K +900 +2%
CCM
430
Coldstream Capital Management
Washington
$12.5M +$611K +3,502 +6%
PA
431
Pinnacle Associates
New York
$12.4M +$1.74M +10,001 +20%
CWM
432
Congress Wealth Management
Massachusetts
$12.4M +$9.08M +52,054 +672%
USAA
433
United Services Automobile Association
Texas
$12.4M -$6.64M -38,038 -39%
RG
434
Rathbones Group
United Kingdom
$12.3M +$104K +595 +1%
WTC
435
WhitTier Trust Company
Nevada
$12.2M +$3.72M +21,311 +57%
VFA
436
Valeo Financial Advisors
Indiana
$12.1M +$3.49M +20,005 +52%
BJL
437
Brighton Jones LLC
Washington
$12.1M +$2.8M +16,043 +38%
CFB
438
Cullen/Frost Bankers
Texas
$12M +$683K +3,918 +7%
IP
439
Intellectus Partners
California
$11.9M +$187K +1,070 +2%
CFG
440
Citizens Financial Group
Rhode Island
$11.9M -$328K -1,879 -3%
LS
441
Livforsakringsbolaget Skandia
Sweden
$11.9M
SFA
442
Sequoia Financial Advisors
Ohio
$11.9M +$1.34M +7,686 +16%
EAM
443
Eagle Asset Management
Florida
$11.8M +$1.22M +6,977 +14%
MME
444
Meag Munich Ergo
Germany
$11.8M
GT
445
Greenleaf Trust
Michigan
$11.7M +$1.72M +9,835 +21%
KPWS
446
Kestra Private Wealth Services
Texas
$11.7M +$2M +11,488 +26%
MYAM
447
Meiji Yasuda Asset Management
Japan
$11.6M +$628K +3,602 +7%
FFM
448
Fullerton Fund Management
Singapore
$11.6M +$5.27M +30,224 +118%
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$11.5M -$2.84M -16,298 -14%
SPIA
450
Steward Partners Investment Advisory
New York
$11.5M +$724K +4,150 +8%