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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$40.8M +$9.53M +21,489 +31%
AWM
477
Apollon Wealth Management
South Carolina
$40.8M +$1.44M +3,243 +4%
KFGK
478
Keystone Financial Group (Kentucky)
Kentucky
$40.7M -$548K -1,236 -1%
NMIMC
479
Northwestern Mutual Investment Management Company
Wisconsin
$40.4M +$153K +345 +0.4%
CCM
480
Chilton Capital Management
Texas
$40.4M -$3.02M -6,821 -7%
RG
481
Rathbones Group
United Kingdom
$40M -$911K -2,055 -2%
JIP
482
Jaffetilchin Investment Partners
Florida
$40M -$1.47M -3,319 -4%
ORI
483
Oak Ridge Investments
Illinois
$39.9M +$2.41M +5,433 +7%
IWC
484
Integrated Wealth Concepts
Massachusetts
$39.9M -$13.7M -30,882 -26%
BPA
485
Beacon Pointe Advisors
California
$39.8M +$1.74M +3,927 +5%
JCM
486
Jag Capital Management
Missouri
$39.4M +$8.59M +19,384 +28%
CIA
487
Capital Impact Advisors
Massachusetts
$39.2M +$24.1M +54,412 +166%
AIP
488
Ameritas Investment Partners
Nebraska
$38.9M +$3.31M +7,473 +9%
WTC
489
WhitTier Trust Company
Nevada
$38.9M +$10.5M +23,593 +36%
TCM
490
Tao Capital Management
California
$38.8M
CAM
491
Contour Asset Management
New York
$38.5M +$38M +85,630 New
VAS
492
Vestmark Advisory Solutions
Massachusetts
$38.5M +$2.05M +4,633 +6%
CG
493
Caprock Group
Idaho
$38.4M +$8.57M +19,336 +29%
IFG
494
Independent Financial Group
California
$38.4M +$1.02M +2,301 +3%
RCW
495
Rheos Capital Works
Japan
$38.2M +$37.7M +85,000 New
HI
496
Horizon Investments
North Carolina
$38.1M -$14.7M -33,077 -28%
CIA
497
Concurrent Investment Advisors
Florida
$37.7M +$7.82M +17,636 +26%
PCIA
498
Prime Capital Investment Advisors
Kansas
$37.6M +$1.74M +3,928 +5%
CL
499
Choreo LLC
Illinois
$37.4M -$987K -2,227 -3%
DAS
500
Dynamic Advisor Solutions
Arizona
$37.4M -$3.16M -7,134 -8%