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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
276
Accurate Investment Solutions
Pennsylvania
$45K – – –
NSIM
277
North Star Investment Management
Illinois
$44K – – –
IA
278
IFP Advisors
Florida
$31K – – –
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$29K – – –
OFW
280
Omnia Family Wealth
Florida
$29K – – –
OIA
281
OneDigital Investment Advisors
Kansas
$28K – – –
CIP
282
Convergence Investment Partners
Florida
$25K -$362K -6,850 -93%
FPFS
283
First Personal Financial Services
North Carolina
$24K – – –
MOS
284
MGO One Seven
Ohio
$24K – – –
WTC
285
WhitTier Trust Company
Nevada
$24K +$26.4K +500 New
RFC
286
Regions Financial Corp
Alabama
$22K – – –
Bessemer Group
287
Bessemer Group
New Jersey
$20K -$40.3K -764 -65%
PR
288
Payden & Rygel
California
$20K – – –
FRA
289
Front Row Advisors
California
$18K – – –
GAM
290
Gemmer Asset Management
California
$18K – – –
ECM
291
Estabrook Capital Management
New York
$17.1K – – –
FANJ
292
Financial Architects (New Jersey)
New Jersey
$17K – – –
FHA
293
First Horizon Advisors
Tennessee
$17K – – –
RCAG
294
Rehmann Capital Advisory Group
Michigan
$17K +$17.8K +337 New
APP
295
Avantax Planning Partners
Iowa
$17K +$18.6K +352 New
ClearBridge Investments
296
ClearBridge Investments
New York
$16K – – –
ARMC
297
American Research & Management Company
Massachusetts
$15K – – –
THWM
298
Taylor Hoffman Wealth Management
Virginia
$15K – – –
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$15K +$5.54K +105 +53%
ASN
300
Advisory Services Network
Georgia
$14K -$18.3K -346 -55%