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Name Holding Trade Value Shares
Change
Change in
Stake
SPG
476
Strategic Planning Group
Utah
$12.7M +$5.05M +28,899 +82%
AAS
477
Ameritas Advisory Services
Nebraska
$12.7M +$396K +2,265 +4%
CI
478
Carroll Investors
South Carolina
$12.6M +$66.9K +383 +0.6%
LOAMS
479
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.6M -$1.39M -7,936 -11%
EWA
480
EP Wealth Advisors
California
$12.6M -$1.36M -7,788 -11%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$12.6M +$9.31M +53,265 +521%
GRP
482
Global Retirement Partners
California
$12.5M +$1.53M +8,741 +16%
HCM
483
Hollencrest Capital Management
California
$12.5M +$253K +1,448 +2%
FSA
484
Financial Sense Advisors
California
$12.4M +$11M +62,757 New
Acadian Asset Management
485
Acadian Asset Management
Massachusetts
$12.2M +$3.07M +17,592 +40%
PA
486
Pinnacle Associates
New York
$12.2M -$439K -2,514 -4%
CRB
487
Chad R. Baker
$12.1M
PA
488
Procyon Advisors
Connecticut
$12M +$1.04M +5,943 +11%
PAG
489
Private Advisory Group
Washington
$12M +$1.65M +9,461 +19%
WI
490
Wahed Invest
New York
$11.9M +$1.16M +6,633 +12%
Focus Partners Wealth
491
Focus Partners Wealth
Massachusetts
$11.8M +$5.05M +28,876 +93%
ECM
492
Everence Capital Management
Indiana
$11.8M -$863K -4,940 -7%
NP
493
NorthRock Partners
Minnesota
$11.8M +$311K +1,777 +3%
VFA
494
Valeo Financial Advisors
Indiana
$11.7M +$222K +1,273 +2%
CI
495
CX Institutional
Indiana
$11.6M +$2.8M +16,034 +38%
PIM
496
Plato Investment Management
Australia
$11.5M +$341K +1,952 +3%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$11.5M -$210K -1,202 -2%
SC
498
Sepio Capital
Utah
$11.5M +$1.68M +9,626 +20%
AAM
499
Azzad Asset Management
Virginia
$11.3M +$3.15M +18,002 +46%
SI
500
Stephens Inc
Arkansas
$11.3M -$490K -2,803 -5%