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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
826
Sage Rhino Capital
California
$11.7M +$15.5K +35 +0.1%
IFWM
827
Institute for Wealth Management
Colorado
$11.7M -$132K -297 -1%
SC
828
Syon Capital
California
$11.6M +$1.02M +2,295 +10%
VWA
829
Visionary Wealth Advisors
Illinois
$11.6M -$270K -609 -2%
Financial Engines Advisors
830
Financial Engines Advisors
California
$11.6M -$2.15M -4,855 -16%
IPAM
831
ICICI Prudential Asset Management
India
$11.6M +$1.31M +2,965 +13%
FFG
832
Fortem Financial Group
California
$11.5M +$268K +605 +2%
JWM
833
Jessup Wealth Management
Ohio
$11.5M +$79.8K +180 +0.7%
FCM
834
Fortis Capital Management
Washington
$11.5M +$115K +259 +1%
Mather Group
835
Mather Group
Illinois
$11.5M +$811K +1,829 +8%
QIM
836
Quest Investment Management
Oregon
$11.5M -$282K -636 -2%
Harbour Investments
837
Harbour Investments
Wisconsin
$11.4M +$347K +783 +3%
BGIM
838
Boussard & Gavaudan Investment Management
United Kingdom
$11.4M +$11.1M +25,000 New
AWM
839
Avaii Wealth Management
Wisconsin
$11.3M -$1.32M -2,979 -11%
SA
840
Strategic Advisors
New York
$11.3M -$3.55K -8 -0%
KIA
841
Knollwood Investment Advisory
Maryland
$11.3M +$40.8K +92 +0.4%
SCM
842
Stevens Capital Management
Pennsylvania
$11.3M -$5.91M -13,335 -35%
WC
843
Wynn Capital
Georgia
$11.3M -$227K -511 -2%
Great Lakes Advisors
844
Great Lakes Advisors
Illinois
$11.2M +$635K +1,433 +6%
Sumitomo Life Insurance
845
Sumitomo Life Insurance
Japan
$11.1M +$856K +1,932 +8%
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$11.1M -$1.9M -4,296 -15%
EBA
847
Eagle Bay Advisors
New York
$11M +$173K +390 +2%
TF
848
Trek Financial
Arizona
$11M -$1.19M -2,693 -10%
Ferguson Wellman Capital Management
849
Ferguson Wellman Capital Management
Oregon
$11M -$160K -360 -1%
FWM
850
Focused Wealth Management
New York
$11M +$295K +666 +3%