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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
426
GYL Financial Synergies
Connecticut
$276K +$21.2K +101 +9%
CAG
427
Csenge Advisory Group
Florida
$276K -$7.97K -38 -3%
A
428
AlphaQuest
New York
$275K +$268K +1,277 New
Bessemer Group
429
Bessemer Group
New Jersey
$271K -$50.8K -242 -16%
CIBC Asset Management
430
CIBC Asset Management
Ontario, Canada
$269K
DWM
431
Dakota Wealth Management
Florida
$268K -$1.05K -5 -0.4%
CIM
432
CIM Investment Management
Pennsylvania
$265K
WAG
433
Wallace Advisory Group
California
$256K -$10.7K -51 -4%
William Blair & Company
434
William Blair & Company
Illinois
$254K
Chevy Chase Trust
435
Chevy Chase Trust
Maryland
$252K
HPC
436
HM Payson & Co
Maine
$252K -$21K -100 -8%
CT
437
Colonial Trust
South Carolina
$251K +$39.5K +188 +19%
QT
438
Quantbot Technologies
New York
$243K +$237K +1,127 New
NI
439
NDVR Inc
Massachusetts
$243K +$236K +1,126 New
CAM
440
Cresset Asset Management
Illinois
$240K -$9.65K -46 -4%
APG Asset Management
441
APG Asset Management
Netherlands
$234K +$252K +1,200 New
BTI
442
Blue Trust Inc
Georgia
$233K +$60.9K +290 +36%
Capstone Investment Advisors
443
Capstone Investment Advisors
New York
$230K -$114K -541 -34%
NFP
444
Narus Financial Partners
Utah
$228K
AWM
445
Axxcess Wealth Management
California
$225K -$1.68K -8 -0.8%
AAS
446
Avantax Advisory Services
Texas
$219K +$214K +1,018 New
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$219K -$37.4K -178 -15%
AF
448
Advisornet Financial
Minnesota
$218K +$126K +602 +146%
PWPS
449
Pinnacle Wealth Planning Services
Ohio
$214K +$1.47K +7 +0.7%
BFS
450
Bradley Foster & Sargent
Connecticut
$213K +$208K +990 New