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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
501
Baker Avenue Asset Management
California
$13.3M +$9.94M +29,643 +368%
CA
502
Clearstead Advisors
Ohio
$13.3M -$1.45M -4,326 -10%
1832 Asset Management
503
1832 Asset Management
Ontario, Canada
$13.2M +$6.36M +18,960 +109%
PWM
504
Perigon Wealth Management
California
$13.1M -$690K -2,058 -5%
FAIM
505
Financial Advocates Investment Management
Washington
$13.1M -$206K -615 -2%
JWCA
506
J.W. Cole Advisors
Florida
$13M +$272K +810 +2%
LNC
507
Lincoln National Corp
Pennsylvania
$13M -$2.01K -6 -0%
VFA
508
Valeo Financial Advisors
Indiana
$13M +$596K +1,776 +5%
FQ
509
First Quadrant
California
$12.9M -$36.2K -108 -0.3%
CGL
510
Clarius Group LLC
Washington
$12.9M +$540K +1,611 +5%
STAS
511
Strong Tower Advisory Services
Minnesota
$12.9M -$5.05M -15,072 -29%
NIM
512
Nicollet Investment Management
Minnesota
$12.8M -$255K -759 -2%
BC
513
Bartlett & Co
Ohio
$12.8M +$9.48M +28,254 +354%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$12.8M +$9.48M +28,254 +354%
AP
515
Archon Partners
New Jersey
$12.7M
MCM
516
McKinley Capital Management
Alaska
$12.6M +$984K +2,934 +9%
PI
517
PGGM Investments
Netherlands
$12.6M +$12M +35,757 New
BCM
518
Brookstone Capital Management
Illinois
$12.5M +$2.12M +6,321 +21%
TC
519
Tairen Capital
Hong Kong
$12.4M +$9.56M +28,500 +432%
NCM
520
Noesis Capital Mangement
Florida
$12.4M -$500K -1,491 -4%
CWM
521
Calamos Wealth Management
Illinois
$12.2M +$1.07M +3,201 +10%
SFS
522
Sowell Financial Services
Arkansas
$12.1M +$11.5M +34,428 New
DY
523
Dowling & Yahnke
California
$12.1M +$1.14M +3,402 +11%
AI
524
Accredited Investors
Minnesota
$12M -$66.4K -198 -0.6%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$12M +$95.6K +285 +0.8%