Name Holding Trade Value Shares
Change
Change in
Stake
EI
576
Ellevest Inc
New York
$629K -$20.8K -579 -3%
IWA
577
IBEX Wealth Advisors
New Jersey
$627K -$621K -17,282 -47%
RFM
578
Royal Fund Management
Florida
$624K -$692K -19,259 -50%
CPBTD
579
Central Pacific Bank - Trust Division
Hawaii
$623K -$50.4K -1,401 -7%
LPT
580
Legacy Private Trust
Wisconsin
$616K – – –
PA
581
Parallel Advisors
California
$616K -$288 -8 -0%
CIA
582
Capital Investment Advisors
Georgia
$615K +$21.2K +589 +3%
HCM
583
Helios Capital Management
Singapore
$612K – – –
LA
584
LVW Advisors
New York
$609K -$188K -5,217 -22%
PS
585
Principal Securities
Iowa
$607K +$113K +3,146 +20%
TFA
586
Transamerica Financial Advisors
Florida
$606K +$2.3K +64 +0.3%
WS
587
Wedbush Securities
California
$606K +$172K +4,776 +35%
FI
588
Fosun International
China
$594K – – –
TPA
589
Trivium Point Advisory
Connecticut
$594K +$12.4K +346 +2%
S
590
SignatureFD
Georgia
$586K -$6.62K -184 -1%
PCMM
591
Piedmont Capital Management (Montana)
Montana
$586K – – –
JFGIW
592
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$584K -$16.1K -447 -2%
QCG
593
Quadrant Capital Group
Ohio
$583K +$3.92K +109 +0.6%
ZIM
594
Zacks Investment Management
Illinois
$576K -$971 -27 -0.2%
O
595
Ossiam
France
$571K -$42.2K -1,175 -6%
CBTWT
596
Community Bank & Trust (Waco, Texas)
Texas
$570K +$79.7K +2,218 +15%
MAS
597
Meeder Advisory Services
Ohio
$566K +$16.4K +456 +3%
AAIS
598
ABN AMRO Investment Solutions
$562K +$28.7K +797 +5%
PP
599
Prudential plc
United Kingdom
$561K – – –
PCM
600
Penserra Capital Management
California
$561K +$617K +17,159 +21,184%