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Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
Procyon Advisors
Connecticut
$10.7M +$209M +526,446 +2,326%
AWA
827
Arete Wealth Advisors
Illinois
$10.6M +$683K +1,718 +7%
EWA
828
Exit Wealth Advisors
Georgia
$10.6M +$880K +2,212 +10%
TCIIS
829
TIAA-CREF Individual & Institutional Services
New York
$10.6M +$656K +1,649 +7%
WC
830
Wynn Capital
Georgia
$10.6M +$45.7K +115 +0.5%
JWM
831
Jessup Wealth Management
Ohio
$10.6M -$405K -1,019 -4%
KIA
832
Knollwood Investment Advisory
Maryland
$10.6M
1832 Asset Management
833
1832 Asset Management
Ontario, Canada
$10.6M -$48.1M -121,012 -83%
OAM
834
Ostrum Asset Management
France
$10.5M +$3.57M +8,979 +56%
FCP
835
Fidelis Capital Partners
Florida
$10.5M +$362K +910 +4%
JPWM
836
Jamison Private Wealth Management
Georgia
$10.5M +$447K +1,123 +5%
CWP
837
Cyndeo Wealth Partners
Florida
$10.5M +$645K +1,621 +7%
VCA
838
Verdence Capital Advisors
Maryland
$10.4M +$2.11M +5,313 +27%
AFA
839
AA Financial Advisors
Ohio
$10.4M -$587K -1,475 -6%
CIM
840
Contravisory Investment Management
Massachusetts
$10.3M -$29K -73 -0.3%
SWASL
841
Spartan Wealth Advisory Services LLC
Michigan
$10.3M +$241K +607 +3%
NCM
842
Noesis Capital Mangement
Florida
$10.2M +$286K +720 +3%
MCP
843
Meridiem Capital Partners
Texas
$10.2M -$48M -120,694 -83%
GKIM
844
GW&K Investment Management
Massachusetts
$10.2M +$239K +600 +3%
SW
845
SVB Wealth
Massachusetts
$10.2M -$778K -1,956 -7%
BG
846
Bollard Group
Massachusetts
$10.2M -$4.39M -11,040 -31%
FGC
847
Financial Gravity Companies
Texas
$10.2M +$9.62M +24,177 New
CPIG
848
Chicago Partners Investment Group
Illinois
$10.2M +$5.1M +12,835 +68%
SLI
849
Sumitomo Life Insurance
Japan
$10.1M -$553K -1,390 -5%
CCFM
850
Clear Creek Financial Management
Washington
$10.1M +$1.1M +2,768 +13%