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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
826
Maple Capital Management
Vermont
$11.8M +$12M +34,837 New
S
827
SimplyRich
California
$11.8M – – –
VFA
828
Valeo Financial Advisors
Indiana
$11.7M +$380K +1,104 +3%
SGAM
829
Smith Group Asset Management
Texas
$11.6M +$372K +1,080 +3%
PE
830
PCM Encore
Colorado
$11.6M +$503K +1,462 +4%
FIA
831
Foundations Investment Advisors
Arizona
$11.6M +$972K +2,824 +9%
TF
832
Trek Financial
Arizona
$11.6M +$737K +2,142 +7%
CTA
833
Colonial Trust Advisors
South Carolina
$11.5M +$713K +2,071 +6%
Bank of Nova Scotia
834
Bank of Nova Scotia
Ontario, Canada
$11.4M -$5.42M -15,756 -32%
NIM
835
Northeast Investment Management
Massachusetts
$11.4M +$9.15M +26,594 +369%
VF
836
Vest Financial
Virginia
$11.4M +$458K +1,330 +4%
BPH
837
Boundless Plain Holdings
$11.3M +$11.5M +33,480 New
JA
838
JLB & Associates
Michigan
$11.3M -$598K -1,739 -5%
EWA
839
EP Wealth Advisors
California
$11.2M -$3.68M -10,688 -24%
FP
840
Financial Perspectives
Minnesota
$11.2M -$120K -348 -1%
SPG
841
Strategic Planning Group
Utah
$11.2M +$11.4M +33,121 New
RAM
842
RWC Asset Management
United Kingdom
$11.1M +$11.3M +32,928 New
MIM
843
Morningstar Investment Management
Illinois
$11.1M -$2.24M -6,505 -17%
RFWA
844
RPg Family Wealth Advisory
Massachusetts
$11.1M -$1.81M -5,273 -14%
VAM
845
VMS Asset Management
$11M +$4.5M +13,077 +67%
VI
846
VectorGlobal IAG
Florida
$11M +$11.2M +32,546 New
LI
847
Louisbourg Investments
New Brunswick, Canada
$11M -$950K -2,760 -7%
MAM
848
Mirabaud Asset Management
United Kingdom
$11M +$6.57M +19,099 +123%
TPM
849
Triasima Portfolio Management
Quebec, Canada
$11M -$1.29M -3,741 -10%
CAIMH
850
Central Asset Investments & Management Holdings
Hong Kong
$10.9M -$3.95M -11,492 -26%