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Name Holding Trade Value Shares
Change
Change in
Stake
NL
526
NWAM LLC
Washington
$25.2M -$1.37M -4,243 -6%
SPG
527
Strategic Planning Group
Utah
$25.2M -$1.06M -3,293 -5%
CRB
528
Chad R. Baker
$24.7M
TFA
529
Teamwork Financial Advisors
Texas
$24.4M +$9.04M +28,109 +87%
BPA
530
Beacon Pointe Advisors
California
$24.2M -$3.61M -11,217 -16%
NP
531
NorthRock Partners
Minnesota
$24.1M -$414K -1,286 -2%
AWM
532
Axxcess Wealth Management
California
$24M +$522K +1,623 +3%
AAM
533
Azzad Asset Management
Virginia
$24M +$47.3K +147 +0.2%
SW
534
SVB Wealth
Massachusetts
$23.9M +$19M +59,118 New
CFG
535
Citizens Financial Group
Rhode Island
$23.8M +$10.4M +32,395 +122%
CIA
536
Concurrent Investment Advisors
Florida
$23.5M +$4.05M +12,593 +27%
GT
537
Greenleaf Trust
Michigan
$23.3M +$1.66M +5,149 +10%
SC
538
Sepio Capital
Utah
$23.3M +$10.6K +33 +0.1%
AAS
539
Ameritas Advisory Services
Nebraska
$23.2M +$9.48M +29,458 +105%
M2MC
540
Matthew 25 Management Corp
Pennsylvania
$23.2M -$1.61M -5,000 -8%
VFA
541
Valeo Financial Advisors
Indiana
$23.1M -$520K -1,615 -3%
PFS
542
Prospera Financial Services
Texas
$23.1M -$37K -115 -0.2%
CFB
543
Cullen/Frost Bankers
Texas
$22.5M +$2.05M +6,366 +13%
BPWM
544
Badgley Phelps Wealth Managers
Washington
$22.5M +$478K +1,485 +3%
SDIC
545
South Dakota Investment Council
South Dakota
$22.5M -$80.4K -250 -0.4%
LW
546
Lauer Wealth
Indiana
$22.4M -$588K -1,826 -3%
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$22.3M -$719K -2,236 -4%
NLGIA
548
Nippon Life Global Investors Americas
New York
$22.2M +$4.18M +13,000 +31%
RBA
549
Richard Bernstein Advisors
New York
$22M -$1.71M -5,306 -9%
BG
550
BDF Gestion
France
$21.7M -$2.25M -6,989 -11%