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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Ategra Capital Management
Virginia
$208K +$188K +17,460 New
UCFA
552
United Capital Financial Advisors
Texas
$208K +$187K +17,420 New
AWM
553
Alterna Wealth Management
Texas
$202K +$182K +16,890 New
KWM
554
Kingsview Wealth Management
Oregon
$202K +$182K +16,950 New
FPCP
555
Fort Point Capital Partners
California
$200K -$108K -10,080 -38%
AI
556
Atria Investments
North Carolina
$200K +$180K +16,780 New
S
557
Seeyond
France
$191K -$298K -27,750 -63%
SF
558
Synovus Financial
Georgia
$188K +$35.9K +3,340 +27%
IUHSA
559
Itau Unibanco Holding S.A.
Brazil
$184K – – –
FQ
560
First Quadrant
California
$184K +$166K +15,390 New
SAM
561
Strategy Asset Managers
California
$181K +$163K +15,150 New
HI
562
Human Investing
Oregon
$176K +$8.5K +790 +6%
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$176K +$159K +14,770 New
LS
564
Livforsakringsbolaget Skandia
Sweden
$170K – – –
RIA
565
Realta Investment Advisors
Delaware
$168K +$151K +14,050 New
FMLI
566
Fukoku Mutual Life Insurance
Japan
$167K – – –
LC
567
Lindbrook Capital
California
$165K +$538 +50 +0.4%
Fifth Third Bancorp
568
Fifth Third Bancorp
Ohio
$159K -$8.07K -750 -5%
AssetMark Inc
569
AssetMark Inc
California
$157K +$26.6K +2,470 +23%
LFASL
570
Lugano Financial Advisors SA (LFA)
Switzerland
$155K +$140K +13,010 New
WCM
571
Whitener Capital Management
North Carolina
$152K +$5.38K +500 +4%
WTC
572
WhitTier Trust Company
Nevada
$147K – – –
S
573
SignatureFD
Georgia
$146K -$3.87K -360 -3%
HR
574
Howe & Rusling
New York
$143K +$1.08K +100 +0.8%
CFB
575
Cullen/Frost Bankers
Texas
$140K +$126K +11,760 New