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Name Holding Trade Value Shares
Change
Change in
Stake
PVI
426
Pine Valley Investments
New Jersey
$533K -$74.5K -1,820 -12%
PA
427
Profund Advisors
Maryland
$532K -$80.3K -1,962 -13%
CL
428
CSS LLC
Illinois
$531K
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$516K +$33.1K +808 +7%
EM
430
Excalibur Management
Massachusetts
$511K -$10.3K -252 -2%
EAM
431
Everstar Asset Management
North Carolina
$511K +$511K +12,494 New
DP
432
Dearborn Partners
Illinois
$511K +$40.9K +1,000 +9%
NB
433
NBT Bank
New York
$510K +$7.81K +191 +2%
TPCW
434
TD Private Client Wealth
New York
$508K +$137K +3,346 +37%
BPA
435
Beacon Pointe Advisors
California
$507K +$77.6K +1,897 +18%
NAS
436
Nicolet Advisory Services
Wisconsin
$507K +$17.6K +430 +3%
MA
437
MONECO Advisors
Connecticut
$504K +$30.4K +744 +6%
VFA
438
Valeo Financial Advisors
Indiana
$502K -$3.64K -89 -0.7%
BP
439
Ballentine Partners
Massachusetts
$498K +$5.11K +125 +1%
IAN
440
Integrated Advisors Network
Texas
$489K -$4.62K -113 -0.9%
ECM
441
Evergreen Capital Management
Washington
$487K -$13.7K -336 -3%
GIA
442
Gladstone Institutional Advisory
Florida
$483K +$57.7K +1,410 +14%
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$482K +$16.4K +401 +3%
Allspring Global Investments
444
Allspring Global Investments
North Carolina
$481K +$139K +3,405 +41%
TWM
445
Thrive Wealth Management
Pennsylvania
$480K +$5.07K +124 +1%
BFS
446
Beacon Financial Strategies
North Carolina
$478K
EWA
447
EP Wealth Advisors
California
$474K +$61K +1,490 +15%
BFM
448
Boothbay Fund Management
New York
$473K +$473K +11,567 New
AP
449
Advisors Preferred
Maryland
$471K +$479K +11,699 New
CCA
450
Checchi Capital Advisers
California
$468K +$15.6K +382 +3%