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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$129K +$113K +3,199 New
AAM
202
Advisors Asset Management
Colorado
$128K +$112K +3,175 New
US Bancorp
203
US Bancorp
Minnesota
$108K +$4.58K +130 +5%
EI
204
Ellevest Inc
New York
$95K +$40.8K +1,157 +96%
Lazard Asset Management
205
Lazard Asset Management
New York
$83K
AssetMark Inc
206
AssetMark Inc
California
$74K
PCG
207
Private Capital Group
Connecticut
$55K +$10.5K +297 +28%
NICM
208
Neo Ivy Capital Management
New York
$54K -$71.3K -2,022 -60%
PHK
209
Point72 Hong Kong
Hong Kong
$50K -$18.9K -536 -30%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$42K -$243K -6,903 -87%
PWPS
211
Pinnacle Wealth Planning Services
Ohio
$42K +$36.3K +1,031 New
IRC
212
Investors Research Corp
Georgia
$32K
FHA
213
First Horizon Advisors
Tennessee
$31K -$8.81K -250 -24%
GRP
214
Global Retirement Partners
California
$27K +$23.8K +676 New
TSW
215
Thompson Siegel & Walmsley
Virginia
$26K
FPS
216
Fieldpoint Private Securities
Connecticut
$24K +$21.1K +600 New
HNB
217
Huntington National Bank
Ohio
$23K -$3.03K -86 -13%
ASN
218
Advisory Services Network
Georgia
$20K +$17.8K +504 New
SIM
219
Sonora Investment Management
Arizona
$12K -$5.99K -170 -35%
CCA
220
Childress Capital Advisors
Texas
$12K +$10.6K +302 New
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.62K -46 -18%
QCG
222
Quadrant Capital Group
Ohio
$9K +$1.38K +39 +23%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$9K +$5.29K +150 +188%
FHC
224
First Horizon Corporation
Tennessee
$8K +$7.05K +200 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$7K