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Name Holding Trade Value Shares
Change
Change in
Stake
TF
276
TIAA FSB
Florida
$599K +$620K +2,764 New
HWMA
277
Heritage Wealth Management (Arizona)
Arizona
$594K +$72.7K +324 +13%
CW
278
CreativeOne Wealth
Kansas
$582K -$2.92K -13 -0.5%
FHB
279
First Hawaiian Bank
Hawaii
$581K +$38.8K +173 +7%
LA
280
Legacy Advisors
Pennsylvania
$574K +$242K +1,077 +69%
IWA
281
Intercontinental Wealth Advisors
Texas
$561K
IWP
282
Icon Wealth Partners
Texas
$555K -$27.8K -124 -5%
VAS
283
Vestmark Advisory Solutions
Massachusetts
$552K +$218K +970 +61%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$551K +$22.4K +100 +4%
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$543K -$17.7K -79 -3%
YMRC
286
Yorktown Management & Research Company
Virginia
$531K
ZCA
287
Zeke Capital Advisors
Pennsylvania
$528K
MM
288
MQS Management
New York
$505K +$522K +2,330 New
SW
289
SteelPeak Wealth
California
$501K -$149K -664 -22%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$500K +$150K +670 +41%
FPS
291
Fieldpoint Private Securities
Connecticut
$498K -$52.5K -234 -9%
FC
292
FORA Capital
Florida
$495K -$528K -2,356 -51%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$495K +$213K +951 +71%
PWM
294
Purus Wealth Management
California
$494K
HSBC Holdings
295
HSBC Holdings
United Kingdom
$492K +$2.69K +12 +0.5%
FAIM
296
Financial Advocates Investment Management
Washington
$490K +$507K +2,261 New
PA
297
Pinnacle Associates
New York
$483K +$252K +1,125 +102%
LWAC
298
Laurel Wealth Advisors (California)
California
$481K -$110K -489 -18%
AIC
299
Archer Investment Corporation
Indiana
$477K
ST
300
Somerset Trust
Pennsylvania
$476K