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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$1.03M +$464K +1,102 +108%
LSA
302
Leonteq Securities AG
Switzerland
$1.03M +$893K +2,122 New
PHK
303
Point72 Hong Kong
Hong Kong
$1.02M +$882K +2,097 New
UFF
304
USA Financial Formulas
Michigan
$1.01M -$360K -856 -29%
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$997K +$58.1K +138 +7%
S
306
SimplyRich
California
$989K +$52.2K +124 +7%
PAMU
307
Pictet Asset Management (UK)
United Kingdom
$987K +$231K +550 +37%
EGM
308
Engineers Gate Manager
New York
$975K +$126K +300 +18%
PSUF
309
People's United Financial
Connecticut
$958K -$78.7K -187 -9%
MOS
310
MGO One Seven
Ohio
$952K +$104K +246 +5%
GA
311
GoalVest Advisory
New York
$942K +$813K +1,932 New
RWM
312
Ritholtz Wealth Management
New York
$939K +$93.8K +223 +13%
V
313
Veritable
Delaware
$936K +$16.4K +39 +2%
FPS
314
Fieldpoint Private Securities
Connecticut
$936K +$83.7K +199 +12%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$927K +$60.6K +144 +8%
VWM
316
Venturi Wealth Management
Texas
$922K -$52.6K -125 -6%
LJAC
317
L.J. Altfest & Co
New York
$915K +$29K +69 +4%
SP
318
SWS Partners
Ohio
$909K +$82.1K +195 +12%
Nomura Asset Management
319
Nomura Asset Management
Japan
$908K +$17.3K +41 +2%
FF
320
FourThought Financial
Florida
$900K +$777K +1,846 New
NA
321
NewEdge Advisors
Louisiana
$899K -$595K -1,414 -43%
LSAG
322
Lake Street Advisors Group
New Hampshire
$886K -$16.4K -39 -2%
AIA
323
Angeles Investment Advisors
California
$849K +$469K +1,115 +178%
IIC
324
Integrated Investment Consultants
Michigan
$839K +$66.9K +159 +10%
CCG
325
Capital CS Group
California
$836K +$722K +1,715 New