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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MidWestOne Financial Group
Iowa
$858K +$117K +4,010 +15%
SIA
102
Schechter Investment Advisors
Michigan
$846K +$865K +29,741 New
JC
103
JB Capital
Connecticut
$800K +$39.5K +1,359 +5%
YCM
104
Yousif Capital Management
Michigan
$798K +$816K +28,061 New
PFM
105
Parsec Financial Management
North Carolina
$795K +$375K +12,884 +86%
FTDI
106
First Trust Direct Indexing
Massachusetts
$791K -$51.4K -1,767 -6%
Citigroup
107
Citigroup
New York
$785K -$116K -3,999 -13%
Geode Capital Management
108
Geode Capital Management
Massachusetts
$767K -$179K -6,170 -19%
CW
109
Connectus Wealth
Ohio
$765K +$781K +26,868 New
EI
110
Ethic Inc
New York
$764K +$206K +7,069 +36%
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$755K +$18.4K +633 +2%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$723K -$293K -10,084 -28%
LPL Financial
113
LPL Financial
California
$721K +$247K +8,488 +50%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$696K -$11.3K -389 -2%
AP
115
Advisor Partners
California
$689K -$36.8K -1,265 -5%
Vanguard Personalized Indexing Management
116
Vanguard Personalized Indexing Management
California
$660K +$64K +2,199 +10%
S
117
SignatureFD
Georgia
$652K -$465 -16 -0.1%
AWM
118
Altium Wealth Management
New York
$637K -$57.7K -1,985 -8%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$625K -$180K -6,182 -22%
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$612K -$33.3K -1,145 -5%
1WA
121
180 Wealth Advisors
Washington
$602K +$39.3K +1,352 +7%
ACA
122
Atlas Capital Advisors
Wyoming
$588K +$317K +10,893 +111%
SSA
123
Schonfeld Strategic Advisors
New York
$543K +$172K +5,900 +45%
GIM
124
Guild Investment Management
California
$530K -$1.39M -47,860 -72%
SW
125
SVB Wealth
Massachusetts
$522K -$1.5M -51,489 -74%