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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AE Wealth Management
Kansas
$297K -$1.15M -16,232 -80%
Aviva
402
Aviva
United Kingdom
$294K – – –
CCM
403
Coldstream Capital Management
Washington
$294K +$67.2K +945 +31%
GCM
404
Graham Capital Management
Connecticut
$294K +$282K +3,969 New
PWMG
405
Pinnacle Wealth Management Group
Michigan
$293K – – –
Assenagon Asset Management
406
Assenagon Asset Management
Luxembourg
$292K -$65.9K -927 -19%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$289K -$24K -338 -8%
CL
408
Choreo LLC
Illinois
$289K -$13.7K -193 -5%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$287K -$215K -3,028 -44%
AIP
410
Ameritas Investment Partners
Nebraska
$283K +$569 +8 +0.2%
HI
411
Horizon Investments
North Carolina
$278K +$9.81K +138 +4%
LGWM
412
Litman Gregory Wealth Management
California
$277K -$88.9K -1,250 -25%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$273K -$211K -2,968 -45%
EWM
414
Evercore Wealth Management
New York
$270K +$1.71K +24 +0.7%
MMA
415
Miracle Mile Advisors
California
$269K -$13.4K -189 -5%
RJT
416
Raymond James Trust
Florida
$267K -$63.9K -898 -20%
HAG
417
HighPoint Advisor Group
Illinois
$265K +$284 +4 +0.1%
PVI
418
Pine Valley Investments
New Jersey
$263K +$253K +3,553 New
UCFA
419
United Capital Financial Advisors
Texas
$263K -$58.7K -826 -19%
PA
420
Parallel Advisors
California
$261K -$128K -1,793 -34%
Focus Partners Wealth
421
Focus Partners Wealth
Massachusetts
$259K +$18.3K +257 +8%
ACM
422
Alethea Capital Management
Washington
$259K +$249K +3,496 New
NP
423
NorthRock Partners
Minnesota
$258K -$35K -492 -12%
SP
424
Systematic Portfolios
New York
$258K +$248K +3,485 New
JCM
425
Jacobi Capital Management
Pennsylvania
$257K +$247K +3,478 New