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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
426
Crescent Grove Advisors
Illinois
$235K +$201K +2,575 New
CGL
427
Clarius Group LLC
Washington
$231K +$198K +2,535 New
HIA
428
Harbor Investment Advisory
Maryland
$228K -$15.6K -200 -7%
WW
429
Westshore Wealth
California
$228K +$195K +2,500 New
PA
430
Profund Advisors
Maryland
$221K +$189K +2,421 New
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$220K +$31.1K +399 +20%
SC
432
Steph & Co
Wisconsin
$217K -$69.6K -892 -27%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$215K -$6.56K -84 -3%
SP
434
Symmetry Partners
Connecticut
$213K +$183K +2,339 New
PFO
435
Pathstone Family Office
New Jersey
$211K +$101K +1,290 New
MA
436
Mutual Advisors
Nebraska
$210K +$180K +2,302 New
Capstone Investment Advisors
437
Capstone Investment Advisors
New York
$208K -$18.7K -240 -10%
MMA
438
Miracle Mile Advisors
California
$207K +$178K +2,274 New
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$203K +$174K +2,232 New
HI
440
Humankind Investments
New York
$201K +$172K +2,203 New
LTI
441
Laffer Tengler Investments
Tennessee
$194K +$390 +5 +0.2%
HI
442
Horizon Investments
North Carolina
$191K +$12.4K +159 +8%
RMC
443
Resources Management Corp
Connecticut
$176K -$248K -3,171 -62%
AIP
444
Ameritas Investment Partners
Nebraska
$162K
DGAM
445
Desjardins Global Asset Management
Quebec, Canada
$158K +$43.7K +560 +48%
PWMG
446
Prestige Wealth Management Group
New Jersey
$157K +$133K +1,703 +7,404%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$155K +$23.3K +299 +21%
PCM
448
Penserra Capital Management
California
$151K +$67.1K +860 +106%
C
449
Covestor
United Kingdom
$141K +$108K +1,388 +878%
WT
450
Whittier Trust
California
$140K -$2.81K -36 -2%