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Name Holding Trade Value Shares
Change
Change in
Stake
SP
326
SWS Partners
Ohio
$1.27M +$105K +189 +10%
ZB
327
Zions Bancorporation
Utah
$1.26M -$41K -74 -3%
Marshall Wace
328
Marshall Wace
United Kingdom
$1.26M +$729K +1,315 +182%
S
329
SimplyRich
California
$1.25M – – –
PAMU
330
Pictet Asset Management (UK)
United Kingdom
$1.23M – – –
HFS
331
Hantz Financial Services
Michigan
$1.23M -$1.06M -1,909 -49%
PFS
332
Prospera Financial Services
Texas
$1.22M +$159K +286 +17%
FMT
333
First Mercantile Trust
Tennessee
$1.22M -$88.7K -160 -7%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$1.2M +$27.2K +49 +3%
Jane Street
335
Jane Street
New York
$1.2M -$59M -106,451 -98%
OWM
336
OneAscent Wealth Management
Alabama
$1.19M -$132K -238 -11%
PSUF
337
People's United Financial
Connecticut
$1.18M -$26.6K -48 -2%
SW
338
SVB Wealth
Massachusetts
$1.18M +$196K +353 +23%
FF
339
FourThought Financial
Florida
$1.17M +$24.4K +44 +2%
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$1.16M +$408K +736 +65%
LSAG
341
Lake Street Advisors Group
New Hampshire
$1.16M +$31.6K +57 +3%
LJAC
342
L.J. Altfest & Co
New York
$1.16M -$2.77K -5 -0.3%
Brown Advisory
343
Brown Advisory
Maryland
$1.15M +$509K +918 +97%
AWM
344
Apollon Wealth Management
South Carolina
$1.15M +$1.03M +1,856 New
V
345
Veritable
Delaware
$1.14M -$37.2K -67 -3%
BAM
346
Blueshift Asset Management
New Jersey
$1.13M +$1.01M +1,830 New
MFW
347
Meristem Family Wealth
Minnesota
$1.11M +$133K +239 +15%
AO
348
Advisor OS
Illinois
$1.11M +$168K +303 +20%
VFA
349
Voya Financial Advisors
Connecticut
$1.11M +$166K +300 +19%
GA
350
GoalVest Advisory
New York
$1.1M -$84.3K -152 -8%