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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
CSat Investment Advisory
Michigan
$52K -$16.3K -1,221 -23%
PFSC
277
Peoples Financial Services Corp
Pennsylvania
$52K
SWA
278
Sutton Wealth Advisors
Florida
$45K
CBOA
279
Commonwealth Bank of Australia
Australia
$43K +$4.94K +370 +12%
AIM
280
Assured Investment Management
New York
$39K -$1.07M -79,793 -96%
LS
281
Livforsakringsbolaget Skandia
Sweden
$39K
OIA
282
Optimum Investment Advisors
Illinois
$39K
LA
283
Legacy Advisors
Pennsylvania
$39K +$40.1K +3,000 New
Capstone Investment Advisors
284
Capstone Investment Advisors
New York
$39K +$40.3K +3,017 New
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$37K -$174 -13 -0.5%
AOWM
286
Alpha Omega Wealth Management
Virginia
$32K -$935 -70 -3%
ASN
287
Advisory Services Network
Georgia
$30K -$13.4K -1,000 -30%
SF
288
Synovus Financial
Georgia
$27K
QCG
289
Quadrant Capital Group
Ohio
$24K +$24.1K +1,803 +3,163%
CFG
290
CKW Financial Group
Hawaii
$22K
WT
291
Whittier Trust
California
$21K -$1.59K -119 -7%
GWMIA
292
Global Wealth Management Investment Advisory
Florida
$20K
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$18K -$9.9K -741 -34%
GT
294
Glenmede Trust
Pennsylvania
$18K -$4.72K -353 -20%
VFA
295
Valeo Financial Advisors
Indiana
$18K
VanEck Associates
296
VanEck Associates
New York
$17K +$200 +15 +1%
RA
297
Rational Advisors
New York
$16K +$14.6K +1,095 +716%
CCM
298
Covington Capital Management
California
$15K
ClearBridge Investments
299
ClearBridge Investments
New York
$14K
FANJ
300
Financial Architects (New Jersey)
New Jersey
$13K