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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
476
Atomi Financial Group
New York
$712K +$35.3K +125 +5%
SAM
477
Silvercrest Asset Management
New York
$710K -$141K -500 -17%
KeyBank National Association
478
KeyBank National Association
Ohio
$703K +$13.3K +47 +2%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$697K +$107K +380 +19%
LF
480
LifePlan Financial
Minnesota
$694K -$17.5K -62 -3%
AWM
481
Apollon Wealth Management
South Carolina
$659K +$100K +355 +19%
HNB
482
Huntington National Bank
Ohio
$652K -$234K -831 -27%
VA
483
Vident Advisory
Georgia
$639K +$65.2K +231 +12%
TCOV
484
Trust Company of Vermont
Vermont
$638K +$498K +1,765 +436%
JF
485
Jump Financial
Illinois
$633K +$300K +1,062 +97%
EF
486
Empowered Funds
Pennsylvania
$632K +$94.5K +335 +18%
JCM
487
Janney Capital Management
Pennsylvania
$621K
BPA
488
Beacon Pointe Advisors
California
$619K -$142K -503 -19%
EFS
489
Essex Financial Services
Connecticut
$615K +$17.2K +61 +3%
NAS
490
NWF Advisory Services
California
$613K -$1.13K -4 -0.2%
GS
491
GTS Securities
Florida
$604K +$579K +2,054 New
RSWM
492
Robertson Stephens Wealth Management
California
$602K +$578K +2,049 New
OAM
493
Oxford Asset Management
United Kingdom
$601K +$577K +2,046 New
GWM
494
Gibbs Wealth Management
Georgia
$590K +$66.3K +235 +13%
RC
495
Roundview Capital
New Jersey
$588K
IAIM
496
International Assets Investment Management
Florida
$580K +$271M +959,115 +76,914%
MIS
497
Morningstar Investment Services
Illinois
$579K +$245K +868 +77%
MYAM
498
Meiji Yasuda Asset Management
Japan
$574K -$22K -78 -4%
First Manhattan
499
First Manhattan
New York
$566K
TSS
500
Two Sigma Securities
New York
$562K +$540K +1,914 New