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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Simplify Asset Management
Nevada
$588K +$46.9K +231 +9%
LP
577
LMR Partners
United Kingdom
$582K +$113K +559 +24%
PTP
578
Platform Technology Partners
New York
$574K
IIM
579
Intact Investment Management
Quebec, Canada
$574K +$40.6K +200 +8%
AWM
580
Apollon Wealth Management
South Carolina
$573K +$282K +1,389 +99%
LNWWM
581
Laird Norton Wetherby Wealth Management
California
$564K +$65.9K +325 +13%
CCM
582
Coldstream Capital Management
Washington
$563K +$557K +2,747 New
LCM
583
Legato Capital Management
California
$556K +$550K +2,712 New
Lido Advisors
584
Lido Advisors
California
$551K +$2.43K +12 +0.4%
FRM
585
Fox Run Management
Connecticut
$551K +$172K +848 +46%
WF
586
Welch & Forbes
Massachusetts
$533K -$40.6K -200 -7%
HFS
587
Hantz Financial Services
Michigan
$523K +$518K +2,554 New
AIP
588
Ameritas Investment Partners
Nebraska
$513K -$25.8K -127 -5%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$513K -$308K -1,517 -38%
OHWP
590
Oak Harbor Wealth Partners
North Carolina
$513K +$15.4K +76 +3%
AA
591
ALPS Advisors
Colorado
$508K -$2.03K -10 -0.4%
PP
592
Paloma Partners
Connecticut
$506K +$501K +2,470 New
SB
593
Strategic Blueprint
Georgia
$506K -$3.85K -19 -0.8%
JRP
594
Jasper Ridge Partners
California
$504K
MCA
595
Magnolia Capital Advisors
Mississippi
$501K +$4.06K +20 +0.8%
IWC
596
Integrated Wealth Concepts
Massachusetts
$489K -$22.5K -111 -4%
UCFA
597
United Capital Financial Advisors
Texas
$488K -$219K -1,081 -31%
PMG
598
ProVise Management Group
Florida
$487K -$31.4K -155 -6%
PCIG
599
Partners Capital Investment Group
Massachusetts
$486K
NICM
600
Neo Ivy Capital Management
New York
$483K +$478K +2,358 New