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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
676
GC Wealth Management RIA
Massachusetts
$439K -$1.57K -14 -0.3%
Fifth Third Bancorp
677
Fifth Third Bancorp
Ohio
$432K +$105K +934 +28%
M&T Bank
678
M&T Bank
New York
$431K -$3.03K -27 -0.6%
VWM
679
Vigilare Wealth Management
Arizona
$428K -$748K -6,671 -61%
SRC
680
Sage Rhino Capital
California
$428K -$72.1K -643 -13%
EWM
681
Empirical Wealth Management
Washington
$423K -$70.8K -631 -13%
GIM
682
Gold Investment Management
Alberta, Canada
$422K
SAM
683
Silvercrest Asset Management
New York
$421K
LJCM
684
Lee Johnson Capital Management
Texas
$420K -$15.6K -139 -3%
AC
685
Apella Capital
Connecticut
$419K +$496K +4,422 New
AFG
686
Atomi Financial Group
New York
$419K -$14.9K -133 -3%
SFG
687
Stonebridge Financial Group
California
$418K +$461K +4,112 New
HI
688
Horizon Investments
North Carolina
$416K +$228K +2,030 +99%
T
689
Tableaux
Massachusetts
$415K +$5.72K +51 +1%
HWM
690
HB Wealth Management
Georgia
$414K +$56.2K +501 +14%
HZ
691
Hixon Zuercher
Ohio
$407K
FM
692
Family Management
New York
$405K +$45.5K +406 +11%
DPIM
693
Duff & Phelps Investment Management
Illinois
$404K -$84.9K -757 -16%
HCM
694
Hall Capital Management
Rhode Island
$403K
EGM
695
Engineers Gate Manager
New York
$397K -$3.93M -35,036 -90%
BFA
696
Beaumont Financial Advisors
Massachusetts
$393K
PP
697
Prudential plc
United Kingdom
$393K -$4.13M -36,793 -91%
OAM
698
Oppenheimer Asset Management
New York
$388K -$1.46K -13 -0.3%
S
699
SharpePoint
Arizona
$387K -$3.48K -31 -0.8%
HI
700
Harbour Investments
Wisconsin
$386K +$81.9K +730 +24%