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Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Caldwell Trust
Florida
$620K -$18.2K -91 -3%
QIM
477
Quantitative Investment Management
Virginia
$619K +$697K +3,480 New
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$618K -$10K -50 -1%
FFA
479
Farther Finance Advisors
California
$618K +$263K +1,311 +61%
JCM
480
Jacobi Capital Management
Pennsylvania
$616K +$694K +3,462 New
ACM
481
Aljian Capital Management
Nevada
$615K -$129K -642 -16%
M&T Bank
482
M&T Bank
New York
$615K -$257K -1,283 -27%
AT
483
American Trust
Kentucky
$613K -$5.61K -28 -0.8%
SF
484
Synovus Financial
Georgia
$601K +$32.3K +161 +5%
NG
485
Novem Group
New York
$600K +$33.9K +169 +5%
VA
486
Vident Advisory
Georgia
$597K -$304K -1,517 -31%
LOIM
487
Liberty One Investment Management
Illinois
$590K -$177K -885 -21%
SMA
488
Sage Mountain Advisors
Georgia
$589K +$404K +2,018 +156%
MNBTD
489
Moody National Bank Trust Division
Texas
$586K +$76.7K +383 +13%
WP
490
WealthPLAN Partners
Nebraska
$585K +$138K +687 +26%
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$578K -$136K -680 -17%
VFA
492
Valeo Financial Advisors
Indiana
$573K -$157K -783 -20%
LVIA
493
Lind Value II ApS
Denmark
$571K +$643K +3,210 New
USGIU
494
U.S. Global Investors (USGI)
Texas
$569K
OIA
495
OneDigital Investment Advisors
Kansas
$566K -$406K -2,025 -39%
EAM
496
Empirical Asset Management
Massachusetts
$551K +$621K +3,098 New
Brown Advisory
497
Brown Advisory
Maryland
$550K -$1.87M -9,324 -75%
TC
498
Truvestments Capital
Florida
$548K -$91.8K -458 -13%
JSL
499
JT Stratford LLC
Georgia
$546K -$143K -716 -19%
CUAMC
500
China Universal Asset Management Company
China
$539K -$90K -449 -13%