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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
376
Everett Harris & Co
California
$468K -$378K -2,422 -44%
IWM
377
IHT Wealth Management
Illinois
$459K -$36.7K -235 -7%
SS
378
Sunbelt Securities
Texas
$454K +$3.9K +25 +0.9%
FWM
379
Foresight Wealth Management
Utah
$448K -$142K -908 -23%
BS
380
Banco Santander
Spain
$447K +$79.6K +510 +20%
MVP
381
Miller Value Partners
Florida
$446K
GWM
382
Geneos Wealth Management
Colorado
$434K -$8.12K -52 -2%
CC
383
Cannell & Co
New York
$432K
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$428K +$42.8K +274 +11%
MSE
385
MUFG Securities EMEA
United Kingdom
$423K -$122K -780 -22%
MCC
386
Malaga Cove Capital
California
$421K
JWM
387
Jeppson Wealth Management
California
$421K +$89.3K +572 +25%
JIC
388
Johnson Investment Counsel
Ohio
$420K -$70.3K -450 -14%
ClearBridge Investments
389
ClearBridge Investments
New York
$414K +$3.75K +24 +0.9%
Vanguard Personalized Indexing Management
390
Vanguard Personalized Indexing Management
California
$409K +$61.4K +393 +17%
PAS
391
Park Avenue Securities
New York
$408K +$165K +1,059 +63%
LCM
392
Legato Capital Management
California
$407K
CG
393
Caprock Group
Idaho
$401K -$15.8K -101 -4%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$398K -$49.2K -315 -11%
MPM
395
MBB Public Markets
Illinois
$396K +$416K +2,664 New
AMCA
396
Arthur M. Cohen & Associates
Illinois
$389K
CA
397
Cetera Advisors
Colorado
$388K -$238K -1,527 -37%
BAM
398
Belpointe Asset Management
Nevada
$385K -$8.43K -54 -2%
PWM
399
Perigon Wealth Management
California
$376K -$42.3K -271 -10%
PSUF
400
People's United Financial
Connecticut
$371K