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ACH

Accendra Health

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
176
Convergence Investment Partners
Florida
$232K +$221K +8,589 New
APP
177
Avantax Planning Partners
Iowa
$228K -$274K -10,662 -56%
FC
178
FORA Capital
Florida
$227K +$216K +8,395 New
Wolverine Trading
179
Wolverine Trading
Illinois
$219K +$203K +7,889 New
EWM
180
Evercore Wealth Management
New York
$213K +$203K +7,873 New
PA
181
Profund Advisors
Maryland
$213K +$203K +7,885 New
LPL Financial
182
LPL Financial
California
$206K -$84.9K -3,301 -30%
CCM
183
Canal Capital Management
Virginia
$205K +$195K +7,585 New
WAM
184
World Asset Management
Michigan
$203K -$104K -4,031 -35%
Franklin Resources
185
Franklin Resources
California
$202K +$193K +7,488 New
CPA
186
Court Place Advisors
Maryland
$200K +$190K +7,400 New
TRCT
187
Tower Research Capital (TRC)
New York
$196K -$1.4M -54,549 -88%
AIP
188
Ameritas Investment Partners
Nebraska
$165K +$17.7K +690 +13%
VFA
189
Valeo Financial Advisors
Indiana
$156K – – –
Osaic Holdings
190
Osaic Holdings
Arizona
$92K -$96.5K -3,752 -53%
FTDI
191
First Trust Direct Indexing
Massachusetts
$72K +$68K +2,645 New
Lazard Asset Management
192
Lazard Asset Management
New York
$67K – – –
QCG
193
Quadrant Capital Group
Ohio
$67K +$977 +38 +2%
SWA
194
Sutton Wealth Advisors
Florida
$61K -$51 -2 -0.1%
VCM
195
Versant Capital Management
Arizona
$56K -$5.25K -204 -9%
PWM
196
Perigon Wealth Management
California
$54K +$51.4K +2,000 New
PHK
197
Point72 Hong Kong
Hong Kong
$43K +$40.7K +1,584 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$31K -$29.6K -1,150 -50%
PA
200
Parallel Advisors
California
$28K -$2.37K -92 -8%