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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Cyndeo Wealth Partners
Florida
$582K +$520K +2,472 New
BFG
402
Bleakley Financial Group
New Jersey
$582K +$26.3K +125 +5%
SS
403
Simplicity Solutions
Minnesota
$581K +$25.3K +120 +5%
IWA
404
Intercontinental Wealth Advisors
Texas
$580K +$17.9K +85 +4%
NAS
405
NWF Advisory Services
California
$566K – – –
JCM
406
Janney Capital Management
Pennsylvania
$556K -$26.1K -124 -5%
WPC
407
Wedmont Private Capital
Pennsylvania
$547K +$24.6K +117 +5%
AF
408
Allworth Financial
California
$539K +$1.89K +9 +0.4%
AA
409
Ancora Advisors
Ohio
$523K – – –
RC
410
Rovin Capital
Arizona
$523K -$21K -100 -4%
MPPW
411
Mitchell & Pahl Private Wealth
Oklahoma
$521K +$33.5K +159 +8%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$520K +$34.7K +165 +8%
RC
413
Roundview Capital
New Jersey
$511K – – –
MCM
414
Manchester Capital Management
Vermont
$506K +$421 +2 +0.1%
MAS
415
Meeder Advisory Services
Ohio
$501K -$33.5K -159 -7%
KeyBank National Association
416
KeyBank National Association
Ohio
$496K +$210 +1 +0%
SDIC
417
South Dakota Investment Council
South Dakota
$491K – – –
NICM
418
Neo Ivy Capital Management
New York
$479K +$429K +2,037 New
WI
419
Wedgewood Investors
Pennsylvania
$476K – – –
NB
420
Nicolet Bankshares
Wisconsin
$475K -$1.05K -5 -0.2%
BP
421
BBR Partners
New York
$471K – – –
SG Americas Securities
422
SG Americas Securities
New York
$459K +$156K +742 +61%
TAMH
423
Taikang Asset Management (HK)
Hong Kong
$456K +$408K +1,940 New
First Manhattan
424
First Manhattan
New York
$449K -$3.79K -18 -0.9%
KJHP
425
K.J. Harrison & Partners
Ontario, Canada
$449K – – –