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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1051
Dynamic Advisor Solutions
Arizona
$9.39M -$169K -416 -2%
KWM
1052
Kingsview Wealth Management
Oregon
$9.36M +$860K +2,120 +12%
KIA
1053
Knollwood Investment Advisory
Maryland
$9.35M +$482K +1,188 +6%
SC
1054
Scholtz & Company
Connecticut
$9.27M +$211K +520 +3%
AAS
1055
Ameritas Advisory Services
Nebraska
$9.26M +$3.49M +8,598 +80%
Kayne Anderson Rudnick Investment Management
1056
Kayne Anderson Rudnick Investment Management
California
$9.14M +$937K +2,310 +14%
PFM
1057
Premier Fund Managers
United Kingdom
$9.14M -$507K -1,250 -6%
Mitsubishi UFJ Asset Management
1058
Mitsubishi UFJ Asset Management
Japan
$9.11M +$732K +1,804 +10%
RTM
1059
RH Tailwind Management
Pennsylvania
$9.07M -$9.33M -23,000 -55%
IWA
1060
Icon Wealth Advisors
Texas
$9.07M +$178K +439 +2%
AAIM
1061
Asset Advisors Investment Management
Georgia
$9.06M +$4.35M +10,727 +130%
AC
1062
Axon Capital
New York
$9.03M -$3.81M -9,400 -33%
BJL
1063
Brighton Jones LLC
Washington
$8.94M +$261K +643 +4%
BCM
1064
Birch Capital Management
Texas
$8.94M -$6.9K -17 -0.1%
LFAS
1065
Level Four Advisory Services
Texas
$8.9M +$460K +1,133 +6%
SAS
1066
Stelac Advisory Services
New York
$8.9M +$264K +650 +4%
AT
1067
American Trust
Kentucky
$8.86M -$1.28M -3,145 -14%
WA
1068
Wealth Alliance
New York
$8.82M -$162K -398 -2%
JHP
1069
James Hambro & Partners
United Kingdom
$8.79M +$386K +951 +5%
LJAC
1070
L.J. Altfest & Co
New York
$8.78M +$539K +1,329 +8%
RCMU
1071
Rokos Capital Management (UK)
United Kingdom
$8.75M -$24.6M -60,611 -77%
CFB
1072
Cullen/Frost Bankers
Texas
$8.74M +$5.3M +13,057 +249%
NB
1073
Northwest Bancshares
Pennsylvania
$8.71M -$967K -2,384 -12%
PCS
1074
Personal CFO Solutions
New Jersey
$8.66M +$404K +995 +6%
PFU
1075
Parus Finance (UK)
United Kingdom
$8.65M +$5.02M +12,365 +215%