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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
501
Thrive Wealth Management
Pennsylvania
$336K +$27.9K +105 +8%
CCA
502
Checchi Capital Advisers
California
$335K +$53.5K +201 +19%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$331K -$1.33K -5 -0.4%
MYAM
504
Meiji Yasuda Asset Management
Japan
$331K +$21.3K +80 +6%
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$330K -$1.6K -6 -0.4%
Vontobel Holding
506
Vontobel Holding
Switzerland
$323K -$73.4K -276 -17%
Wealthfront Advisers
507
Wealthfront Advisers
California
$319K -$1.32M -4,949 -79%
CA
508
Cetera Advisors
Colorado
$311K +$33.3K +125 +11%
EWA
509
EP Wealth Advisors
California
$307K +$15.7K +59 +5%
MYLI
510
Meiji Yasuda Life Insurance
Japan
$305K +$99.8K +375 +42%
FHA
511
First Horizon Advisors
Tennessee
$305K +$141K +529 +72%
AA
512
ALPS Advisors
Colorado
$299K -$3.46K -13 -1%
PWS
513
Precision Wealth Strategies
Missouri
$296K +$15.7K +59 +5%
TA
514
Tectonic Advisors
Texas
$295K -$97.4K -366 -23%
MGP
515
Metis Global Partners
California
$294K -$22.6K -85 -7%
KMWM
516
Keudell/Morrison Wealth Management
Oregon
$292K -$45.2K -170 -12%
DCM
517
Driehaus Capital Management
Illinois
$291K +$320K +1,204 New
WA
518
Wealth Alliance
New York
$286K -$12.2K -46 -4%
AssetMark Inc
519
AssetMark Inc
California
$285K +$8.25K +31 +3%
Cerity Partners
520
Cerity Partners
New York
$284K +$312K +1,173 New
PFO
521
Pathstone Family Office
New Jersey
$280K +$105K +395 +52%
SBH
522
Segall Bryant & Hamill
Illinois
$278K – – –
ZB
523
Zions Bancorporation
Utah
$274K +$94.7K +356 +46%
S
524
SignatureFD
Georgia
$271K +$31.1K +117 +12%
TAM
525
Tocqueville Asset Management
New York
$267K -$140K -528 -32%