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Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$214K -$70.5K -897 -27%
IA
502
Inspire Advisors
Idaho
$212K +$192K +2,447 New
ACM
503
Advance Capital Management
Michigan
$212K +$192K +2,439 New
TI
504
Truepoint Inc
Ohio
$211K +$191K +2,435 New
PWH
505
Priebe Wealth Holdings
Minnesota
$210K +$190K +2,422 New
BFC
506
Blue Fin Capital
Rhode Island
$208K +$189K +2,400 New
TIA
507
Tandem Investment Advisors
South Carolina
$208K +$189K +2,400 New
SF
508
Synovus Financial
Georgia
$206K -$1M -12,722 -84%
MAS
509
Meeder Advisory Services
Ohio
$205K -$50.6K -644 -21%
PGIM
510
Pacific Global Investment Management
California
$204K +$185K +2,349 New
EIP
511
Ellis Investment Partners
Pennsylvania
$201K +$183K +2,322 New
P
512
Pitcairn
Pennsylvania
$201K +$182K +2,319 New
MA
513
Mutual Advisors
Nebraska
$200K +$181K +2,306 New
ETC
514
Exchange Traded Concepts
Oklahoma
$191K +$3.46K +44 +2%
VSQM
515
V-Square Quantitative Management
Illinois
$190K +$58.8K +748 +52%
SAM
516
Shell Asset Management
Netherlands
$182K -$281K -3,571 -63%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$181K -$21.9K -279 -12%
ANBT
518
American National Bank & Trust
Texas
$176K +$159K +2,026 New
C
519
Covestor
United Kingdom
$159K +$37K +470 +34%
PHK
520
Point72 Hong Kong
Hong Kong
$159K +$144K +1,830 New
IA
521
IFP Advisors
Florida
$158K -$20.7K -263 -13%
GI
522
GAMMA Investing
California
$153K +$141K +1,795 New
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$149K -$48.5K -617 -26%
EWA
524
EverSource Wealth Advisors
Alabama
$138K +$1.18K +15 +1%
N
525
Natixis
France
$138K -$117K -1,488 -48%