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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
201
Cerity Partners OCIO
New York
$201K +$185K +1,537 New
FC
202
FORA Capital
Florida
$194K +$179K +1,485 New
BG
203
Bollard Group
Massachusetts
$184K – – –
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$159K +$116K +967 +387%
Federated Hermes
205
Federated Hermes
Pennsylvania
$152K -$1.28M -10,597 -90%
AF
206
Advisornet Financial
Minnesota
$104K -$72.2K -600 -43%
FCA
207
FinTrust Capital Advisors
South Carolina
$101K – – –
HIA
208
Harbor Investment Advisory
Maryland
$83K – – –
SWA
209
Sutton Wealth Advisors
Florida
$56K – – –
Fidelity Investments
210
Fidelity Investments
Massachusetts
$48K +$2.89K +24 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$45.7K – – –
TSW
212
Thompson Siegel & Walmsley
Virginia
$39K – – –
BBHC
213
Brown Brothers Harriman & Co
New York
$33K -$30.1K -250 -50%
Fidelity International
214
Fidelity International
Bermuda
$33K – – –
APA
215
American Portfolios Advisors
New York
$24.6K +$12.8K +106 +129%
FPS
216
Fieldpoint Private Securities
Connecticut
$22K – – –
AAM
217
Advisors Asset Management
Colorado
$20.9K -$1.8K -15 -9%
IF
218
Ironwood Financial
Arizona
$20K – – –
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$18K +$7.22K +60 +75%
FF
221
FourThought Financial
Florida
$16K -$1.93K -16 -11%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$13K – – –
TWA
223
TCI Wealth Advisors
Arizona
$13K +$1.2K +10 +11%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$11K – – –
PCG
225
Private Capital Group
Connecticut
$10K -$17.1K -142 -65%