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Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SimplyRich
California
$703K +$27.7K +74 +4%
CCM
302
Coldstream Capital Management
Washington
$701K -$87.8K -235 -11%
V
303
Veritable
Delaware
$694K -$1.87K -5 -0.3%
LSAG
304
Lake Street Advisors Group
New Hampshire
$685K -$21.7K -58 -3%
Nomura Asset Management
305
Nomura Asset Management
Japan
$672K +$273K +730 +67%
LJAC
306
L.J. Altfest & Co
New York
$667K +$303K +810 +81%
TRCT
307
Tower Research Capital (TRC)
New York
$654K +$408K +1,092 +161%
MGIM
308
M&G Investment Management
United Kingdom
$652K +$661K +1,768 New
MCM
309
McKinley Capital Management
Alaska
$650K – – –
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$649K +$63.2K +169 +11%
EWA
311
Exencial Wealth Advisors
Oklahoma
$648K +$429K +1,148 +189%
FPS
312
Fieldpoint Private Securities
Connecticut
$636K -$3.36K -9 -0.5%
MOS
313
MGO One Seven
Ohio
$630K -$7.1K -19 -0.4%
RWM
314
Ritholtz Wealth Management
New York
$629K +$97.6K +261 +18%
EGM
315
Engineers Gate Manager
New York
$628K +$635K +1,700 New
Millennium Management
316
Millennium Management
New York
$627K +$190K +509 +43%
PA
317
Parallel Advisors
California
$622K -$74K -198 -11%
SP
318
SWS Partners
Ohio
$616K +$71.4K +191 +13%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$591K – – –
LIM
320
Leavell Investment Management
Alabama
$588K +$595K +1,592 New
CBFP
321
Cedar Brook Financial Partners
Ohio
$587K -$16.4K -44 -3%
NL
322
NVWM LLC
Pennsylvania
$582K +$9.35K +25 +2%
FAAS
323
First Allied Advisory Services
California
$580K +$83.7K +224 +17%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$579K +$209K +558 +537%
IIC
325
Integrated Investment Consultants
Michigan
$577K +$119K +319 +26%