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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$355K +$9.73K +19 +3%
Janney Montgomery Scott
402
Janney Montgomery Scott
Pennsylvania
$355K +$27.1K +53 +9%
WG
403
Winton Group
United Kingdom
$350K -$710K -1,387 -68%
DJYG
404
David J. Yvars Group
Florida
$344K – – –
PA
405
Profund Advisors
Maryland
$342K +$16.4K +32 +5%
AGA
406
Accuvest Global Advisors
Utah
$325K – – –
CCP
407
Corient Capital Partners
California
$324K +$55.8K +109 +22%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$322K +$2.56K +5 +0.8%
TSS
409
Two Sigma Securities
New York
$318K -$216K -421 -41%
AssetMark Inc
410
AssetMark Inc
California
$317K +$307K +599 New
IF
411
Insight Folios
North Carolina
$306K +$296K +578 New
EH
412
Equitable Holdings
New York
$305K +$1.02K +2 +0.3%
TNA
413
True North Advisors
Texas
$304K +$294K +575 New
UCFA
414
United Capital Financial Advisors
Texas
$292K +$5.12K +10 +2%
AWM
415
Aevitas Wealth Management
Massachusetts
$291K – – –
BFM
416
Boothbay Fund Management
New York
$284K +$1.02K +2 +0.4%
DT
417
Diversified Trust
Tennessee
$283K +$273K +534 New
VNA
418
Valley National Advisers
Pennsylvania
$279K – – –
S
419
SignatureFD
Georgia
$278K +$75.3K +147 +39%
TWC
420
TD Waterhouse Canada
Ontario, Canada
$277K +$305K +595 New
CAM
421
Cresset Asset Management
Illinois
$272K +$264K +516 New
NCM
422
Northside Capital Management
Oregon
$270K -$46.1K -90 -15%
MPM
423
MBB Public Markets
Illinois
$267K +$259K +505 New
AAS
424
Avantax Advisory Services
Texas
$266K +$258K +503 New
RFP
425
Roth Financial Partners
Texas
$265K – – –