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Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$514K +$55.4K +903 +10%
MWM
302
Mission Wealth Management
California
$504K -$3.86K -63 -0.7%
AIP
303
Ameritas Investment Partners
Nebraska
$488K – – –
SC
304
Scotia Capital
Ontario, Canada
$471K -$39.6K -646 -7%
VCM
305
Virtue Capital Management
Tennessee
$468K – – –
RJT
306
Raymond James Trust
Florida
$459K +$59.4K +968 +13%
BC
307
Barnett & Company
Tennessee
$456K -$96.9K -1,580 -16%
Rafferty Asset Management
308
Rafferty Asset Management
New York
$454K +$518K +8,453 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$447K +$46.1K +751 +10%
PP
310
Prudential plc
United Kingdom
$440K +$55.1K +898 +12%
TI
311
Tidal Investments
Wisconsin
$427K +$489K +7,967 New
MC
312
Machina Capital
France
$418K +$477K +7,782 New
Fiera Capital (Canada)
313
Fiera Capital (Canada)
Quebec, Canada
$414K +$33.1K +540 +8%
LPT
314
Legacy Private Trust
Wisconsin
$412K – – –
Vontobel Holding
315
Vontobel Holding
Switzerland
$411K -$38.4K -626 -8%
GI
316
Gradient Investments
Minnesota
$408K -$32.6K -531 -7%
DTL
317
Dynamic Technology Lab
Singapore
$407K +$465K +7,589 New
MFG
318
Menard Financial Group
Texas
$402K +$218K +3,555 +90%
FCM
319
Fourpath Capital Management
Oklahoma
$394K +$120K +1,955 +36%
WA
320
Wealth Alliance
New York
$391K +$94.9K +1,548 +27%
TNBTD
321
Trustmark National Bank Trust Department
Mississippi
$390K +$5.58K +91 +1%
NP
322
NorthRock Partners
Minnesota
$382K -$705K -11,499 -62%
VI
323
Vestcor Inc
New Brunswick, Canada
$380K +$1.9K +31 +0.4%
OQS
324
Occudo Quantitative Strategies
Florida
$379K +$434K +7,071 New
ASN
325
Advisory Services Network
Georgia
$376K +$93K +1,516 +28%