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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
551
United Capital Financial Advisors
Texas
$208K +$187K +17,420 New
AWM
552
Alterna Wealth Management
Texas
$202K +$182K +16,890 New
KWM
553
Kingsview Wealth Management
Oregon
$202K +$182K +16,950 New
FPCP
554
Fort Point Capital Partners
California
$200K -$108K -10,080 -38%
AI
555
Atria Investments
North Carolina
$200K +$180K +16,780 New
S
556
Seeyond
France
$191K -$298K -27,750 -63%
SF
557
Synovus Financial
Georgia
$188K +$35.9K +3,340 +27%
IUHSA
558
Itau Unibanco Holding S.A.
Brazil
$184K
FQ
559
First Quadrant
California
$184K +$166K +15,390 New
SAM
560
Strategy Asset Managers
California
$181K +$163K +15,150 New
HI
561
Human Investing
Oregon
$176K +$8.5K +790 +6%
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
$176K +$159K +14,770 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$170K
RIA
564
Realta Investment Advisors
Delaware
$168K +$151K +14,050 New
FMLI
565
Fukoku Mutual Life Insurance
Japan
$167K
LC
566
Lindbrook Capital
California
$165K +$538 +50 +0.4%
Fifth Third Bancorp
567
Fifth Third Bancorp
Ohio
$159K -$8.07K -750 -5%
AssetMark Inc
568
AssetMark Inc
California
$157K +$26.6K +2,470 +23%
LFASL
569
Lugano Financial Advisors SA (LFA)
Switzerland
$155K +$140K +13,010 New
WCM
570
Whitener Capital Management
North Carolina
$152K +$5.38K +500 +4%
WTC
571
WhitTier Trust Company
Nevada
$147K
S
572
SignatureFD
Georgia
$146K -$3.87K -360 -3%
HR
573
Howe & Rusling
New York
$143K +$1.08K +100 +0.8%
CFB
574
Cullen/Frost Bankers
Texas
$140K +$126K +11,760 New
QT
575
Quantamental Technologies
New York
$136K +$36.2K +3,370 +42%