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Name Holding Trade Value Shares
Change
Change in
Stake
Ritholtz Wealth Management
676
Ritholtz Wealth Management
New York
$611K -$6.22K -19 -1%
YC
677
Yarbrough Capital
Tennessee
$604K – – –
LJAC
678
L.J. Altfest & Co
New York
$601K -$412K -1,260 -42%
KA
679
Kintegral Advisory
New York
$601K -$7.53K -23 -1%
HFAS
680
Hummer Financial Advisory Services
Illinois
$600K – – –
Fifth Third Wealth Advisors
681
Fifth Third Wealth Advisors
Ohio
$597K -$45.5K -139 -7%
CA
682
Crane Advisory
California
$597K – – –
Wedmont Private Capital
683
Wedmont Private Capital
Pennsylvania
$596K +$39.3K +120 +7%
HI
684
Hudock Inc
Pennsylvania
$596K – – –
Perigon Wealth Management
685
Perigon Wealth Management
California
$595K +$29.1K +89 +5%
S
686
SimplyRich
California
$591K – – –
EFA
687
Evernest Financial Advisors
Indiana
$590K +$49.1K +150 +10%
NCMW
688
Northern Capital Management (Washington)
Washington
$584K – – –
AustralianSuper
689
AustralianSuper
Australia
$579K – – –
DFCM
690
Dark Forest Capital Management
Puerto Rico
$575K +$543K +1,661 New
Prospera Financial Services
691
Prospera Financial Services
Texas
$574K +$8.51K +26 +2%
HH
692
Hilltop Holdings
Texas
$568K +$270K +826 +101%
SB
693
Sunflower Bank
Texas
$567K -$3.27K -10 -0.6%
Conning Inc
694
Conning Inc
Connecticut
$566K – – –
FBFS
695
First Business Financial Services
Wisconsin
$565K – – –
UMB Bank
696
UMB Bank
Missouri
$564K +$64.5K +197 +14%
SWA
697
Stratos Wealth Advisors
Ohio
$561K +$18.3K +56 +4%
FA
698
FDx Advisors
Illinois
$554K -$31.4K -96 -6%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$553K -$9.49K -29 -2%
Brooklyn Investment Group
700
Brooklyn Investment Group
New York
$551K +$99.8K +305 +24%