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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$331K -$16.9K -119 -4%
CCM
352
Cinctive Capital Management
New York
$330K +$115K +808 +46%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$318K +$48.6K +341 +16%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$317K
PCP
355
Perbak Capital Partners
United Kingdom
$310K +$342K +2,403 New
WG
356
Welch Group
Alabama
$309K
WC
357
Weil Company
California
$309K
PCM
358
Prelude Capital Management
New York
$308K +$340K +2,384 New
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$306K -$1.85K -13 -0.5%
RFC
360
Regions Financial Corp
Alabama
$305K -$570 -4 -0.2%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$304K +$30.5K +214 +10%
PAS
362
Point72 Asia (Singapore)
Singapore
$303K +$228K +1,599 +213%
MAS
363
Meeder Advisory Services
Ohio
$299K +$38.9K +273 +13%
JGUA
364
John G. Ullman & Associates
New York
$296K -$1.28K -9 -0.4%
QCM
365
Qsemble Capital Management
New York
$294K +$324K +2,278 New
KPWS
366
Kestra Private Wealth Services
Texas
$291K +$321K +2,254 New
HSA
367
HBK Sorce Advisory
Pennsylvania
$290K +$3.42K +24 +1%
AT
368
Arlington Trust
Alabama
$289K
SPIA
369
Steward Partners Investment Advisory
New York
$288K +$5.7K +40 +2%
FPAS
370
Focus Partners Advisor Solutions
Missouri
$285K +$83.9K +589 +36%
Canada Pension Plan Investment Board
371
Canada Pension Plan Investment Board
Ontario, Canada
$284K -$2.56M -18,000 -89%
UCFA
372
United Capital Financial Advisors
Texas
$284K +$5.27K +37 +2%
VWM
373
Venturi Wealth Management
Texas
$283K +$4.84K +34 +2%
MFG
374
Merit Financial Group
Georgia
$273K +$301K +2,115 New
WJWM
375
Williams Jones Wealth Management
New York
$271K