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Name Holding Trade Value Shares
Change
Change in
Stake
QFW
601
QTR Family Wealth
Florida
$381K +$247K +1,275 New
EFS
602
Essex Financial Services
Connecticut
$372K +$308K +1,590 New
Fifth Third Bancorp
603
Fifth Third Bancorp
Ohio
$371K +$28.7K +148 +10%
AWA
604
Acorn Wealth Advisors
Michigan
$368K -$56.1K -289 -16%
SFC
605
SYM Financial Corp
Indiana
$363K +$14.2K +73 +5%
LFA
606
Legacy Financial Advisors
Kentucky
$362K +$15.3K +79 +5%
WC
607
Waterloo Capital
Texas
$359K +$298K +1,537 New
KRW
608
Kaufman Rossin Wealth
Florida
$356K -$2.72K -14 -0.9%
CSP
609
Cary Street Partners
Virginia
$356K +$295K +1,522 New
ERSOT
610
Employees Retirement System of Texas
Texas
$355K +$294K +1,516 New
Envestnet Portfolio Solutions
611
Envestnet Portfolio Solutions
Illinois
$352K -$47.9K -247 -14%
FIM
612
Fruth Investment Management
Texas
$350K
TCM
613
Teza Capital Management
Illinois
$341K -$125K -643 -31%
SCA
614
Snowden Capital Advisors
New York
$340K -$63.8K -329 -18%
UCFA
615
United Capital Financial Advisors
Texas
$340K +$282K +1,452 New
TW
616
Trajan Wealth
Arizona
$339K -$32.2K -166 -10%
NG
617
Norden Group
Utah
$337K +$280K +1,442 New
TIA
618
Tiemann Investment Advisors
California
$337K -$112K -575 -29%
SWA
619
Sightline Wealth Advisors
Connecticut
$336K +$279K +1,438 New
DS
620
DRW Securities
Illinois
$331K +$279K +1,439 New
AAM
621
Aureus Asset Management
Massachusetts
$330K +$274K +1,411 New
AIM
622
Ausbil Investment Management
Australia
$329K
WWC
623
Waypoint Wealth Counsel
Georgia
$327K +$271K +1,399 New
JIC
624
Johnson Investment Counsel
Ohio
$326K -$4.27K -22 -2%
SPC
625
Sigma Planning Corp
Michigan
$324K -$7.57K -39 -3%