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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
501
Cerity Partners OCIO
New York
$208K +$194K +2,216 New
BFEC
502
Benjamin F. Edwards & Company
Missouri
$206K – – –
TIA
503
Trust Investment Advisors
Indiana
$206K +$193K +2,200 New
SWM
504
Spire Wealth Management
Virginia
$205K -$12.8K -146 -6%
CCA
505
Checchi Capital Advisers
California
$205K +$191K +2,184 New
FMAEN1
506
Fund Management at Engine No 1
California
$204K +$191K +2,178 New
Man Group
507
Man Group
United Kingdom
$202K -$272K -3,106 -59%
SSC
508
Syverson Strege & Co
Iowa
$201K +$525 +6 +0.3%
MMG
509
Monetary Management Group
Missouri
$193K – – –
AF
510
Advisornet Financial
Minnesota
$192K +$1.05K +12 +0.6%
NSB
511
Norway Savings Bank
Maine
$188K -$17.5K -200 -9%
CA
512
Clearstead Advisors
Ohio
$188K – – –
IA
513
IFP Advisors
Florida
$183K -$2.63K -30 -0.5%
WT
514
Whittier Trust
California
$179K – – –
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$179K +$44.8K +512 +37%
SC
516
Steph & Co
Wisconsin
$176K -$5.69K -65 -3%
Bank Julius Baer & Co
517
Bank Julius Baer & Co
Switzerland
$174K – – –
SWM
518
Selective Wealth Management
Virginia
$171K – – –
SIM
519
Sentry Investment Management
Wisconsin
$169K -$63.3K -723 -29%
BWM
520
BerganKDV Wealth Management
Minnesota
$164K – – –
CT
521
Cambridge Trust
Massachusetts
$159K -$701 -8 -0.5%
ZB
522
Zions Bancorporation
Utah
$159K +$119K +1,354 +395%
APF
523
Alaska Permanent Fund
Alaska
$154K +$1.14K +13 +0.8%
HPC
524
HM Payson & Co
Maine
$148K – – –
BAM
525
Belpointe Asset Management
Nevada
$139K +$14.6K +167 +13%