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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
201
Cerity Partners OCIO
New York
$218K
FTDI
202
First Trust Direct Indexing
Massachusetts
$217K +$217K +1,532 New
BG
203
Bollard Group
Massachusetts
$200K
FCA
204
FinTrust Capital Advisors
South Carolina
$164K
LC
205
Lindbrook Capital
California
$132K +$132K +934 New
TRCT
206
Tower Research Capital (TRC)
New York
$131K -$84.7K -598 -39%
SOW
207
State of Wyoming
Wyoming
$130K -$4.39K -31 -3%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$126K -$48.7K -344 -28%
AF
209
Advisornet Financial
Minnesota
$113K
HIA
210
Harbor Investment Advisory
Maryland
$90K
APA
211
American Portfolios Advisors
New York
$83.1K +$38K +268 +84%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$63K +$2.13K +15 +4%
SWA
213
Sutton Wealth Advisors
Florida
$61.8K +$991 +7 +2%
PCG
214
Private Capital Group
Connecticut
$52K
SPIA
215
Steward Partners Investment Advisory
New York
$50K
AS
216
Altshuler Shaham
Israel
$48K +$47.6K +336 New
TSW
217
Thompson Siegel & Walmsley
Virginia
$43K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$36K +$10.6K +75 +42%
Fidelity International
219
Fidelity International
Bermuda
$35K
MCM
220
Manchester Capital Management
Vermont
$33K -$1.13K -8 -3%
CWS
221
Confluence Wealth Services
Pennsylvania
$32K +$32.3K +228 New
WT
222
Whittier Trust
California
$30K
HNB
223
Huntington National Bank
Ohio
$28K +$142 +1 +0.5%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$28K +$14.6K +103 +113%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$24K