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Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$862K +$510K +1,905 +132%
RGC
452
Roberts, Glore & Co
Illinois
$859K -$73.6K -275 -8%
IHL
453
Investment House LLC
California
$857K +$26.7K +100 +3%
TRIA
454
Trail Ridge Investment Advisors
Colorado
$840K -$70.1K -262 -7%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$836K -$188K -704 -18%
HKAM
456
Horizon Kinetics Asset Management
New York
$835K
TBWA
457
Three Bridge Wealth Advisors
California
$828K -$7.49K -28 -0.9%
ASN
458
Advisory Services Network
Georgia
$826K -$349K -1,305 -29%
MWM
459
Massachusetts Wealth Management
Massachusetts
$822K -$13.4K -50 -2%
DGAM
460
Desjardins Global Asset Management
Quebec, Canada
$821K +$154K +575 +22%
KFC
461
Klingenstein Fields & Co
New York
$808K +$353K +1,318 +72%
BTWM
462
Baker Tilly Wealth Management
Wisconsin
$802K +$4.28K +16 +0.5%
AGP
463
Autumn Glory Partners
Texas
$802K +$5.08K +19 +0.6%
SIP
464
Scott Investment Partners
United Kingdom
$797K
Impax Asset Management Group
465
Impax Asset Management Group
United Kingdom
$795K -$133K -496 -14%
PFM
466
Privium Fund Management
Netherlands
$794K -$196K -732 -19%
CIM
467
CIM Investment Management
Pennsylvania
$791K -$19.3K -72 -2%
UBG
468
United Bank (Georgia)
Georgia
$784K +$154K +577 +23%
FFM
469
Forum Financial Management
Illinois
$782K +$267 +1 +0%
MA
470
Mutual Advisors
Nebraska
$776K -$173K -648 -18%
AIM
471
Aquila Investment Management
New York
$771K
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$759K -$50.8K -190 -6%
GIA
473
GHP Investment Advisors
Colorado
$759K +$40.1K +150 +5%
TMAM
474
Tokio Marine Asset Management
Japan
$756K
KIA
475
KCM Investment Advisors
California
$750K