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Name Holding Trade Value Shares
Change
Change in
Stake
AI
701
Accredited Investors
Minnesota
$476K +$446K +9,160 New
EGA
702
Eagle Global Advisors
Texas
$472K -$173K -3,562 -28%
AA
703
ALPS Advisors
Colorado
$470K +$440K +9,041 New
IUHSA
704
Itau Unibanco Holding S.A.
Brazil
$464K -$138K -2,843 -50%
RA
705
Rational Advisors
New York
$464K -$31.2K -640 -7%
MWM
706
Marietta Wealth Management
Georgia
$457K -$20.6K -424 -5%
VFA
707
Voya Financial Advisors
Connecticut
$448K -$15.2K -313 -3%
PFBT
708
Parkside Financial Bank & Trust
Missouri
$441K +$9.54K +196 +2%
SOAMC
709
Spirit of America Management Corp
New York
$435K -$49.8K -1,022 -11%
WB
710
Webster Bank
Connecticut
$434K -$66.8K -1,372 -14%
BKA
711
Brick & Kyle Associates
Pennsylvania
$434K -$49.6K -1,019 -11%
QSS
712
Quantitative Systematic Strategies
Florida
$430K -$2.4M -49,243 -86%
CWM
713
Confluence Wealth Management
Oregon
$420K -$35.6K -731 -8%
SF
714
Synovus Financial
Georgia
$416K -$48K -985 -11%
CK
715
Cohen Klingenstein
New York
$416K -$47.5K -976 -11%
IAM
716
Impax Asset Management
New Hampshire
$408K -$19.3K -396 -5%
MCA
717
Morris Capital Advisors
Pennsylvania
$407K -$45K -924 -11%
DWT
718
Dorsey & Whitney Trust
South Dakota
$406K -$425K -8,725 -53%
SLF
719
Sun Life Financial
Ontario, Canada
$405K -$53.9K -1,107 -12%
IIM
720
Intact Investment Management
Quebec, Canada
$405K -$46.4K -952 -11%
IWA
721
Intercontinental Wealth Advisors
Texas
$402K +$119K +2,451 +46%
NA
722
NewEdge Advisors
Louisiana
$400K +$159K +3,267 +76%
SIM
723
SSI Investment Management
California
$399K -$12.1K -249 -3%
TMAM
724
Tokio Marine Asset Management
Japan
$397K -$201K -4,130 -35%
ZB
725
Zions Bancorporation
Utah
$395K +$11.9K +245 +3%