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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$447K -$17.6K -690 -4%
AIM
202
AMI Investment Management
Indiana
$441K +$112K +4,390 +34%
SPIA
203
Steward Partners Investment Advisory
New York
$437K -$26.5K -1,041 -6%
FCI
204
Financial Counselors Inc
Kansas
$434K
OAM
205
Oppenheimer Asset Management
New York
$426K -$520K -20,412 -55%
SF
206
Summit Financial
New Jersey
$414K +$414K +16,242 New
US Bancorp
207
US Bancorp
Minnesota
$413K -$1.02M -39,962 -71%
IC
208
IEQ Capital
California
$407K +$407K +15,954 New
SGCA
209
Steel Grove Capital Advisors
Tennessee
$385K
CFW
210
CA Family Wealth
California
$383K +$383K +15,029 New
EWM
211
Evercore Wealth Management
New York
$382K
Bank of New York Mellon
212
Bank of New York Mellon
New York
$382K +$5.73K +225 +2%
BF
213
BOK Financial
Oklahoma
$378K +$25.5K +1,000 +7%
MSL
214
Mackay Shields LLC
New York
$377K +$377K +14,794 New
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$375K +$22.4K +879 +6%
Bessemer Group
216
Bessemer Group
New Jersey
$366K
MPCG
217
Matrix Private Capital Group
New York
$365K +$365K +14,324 New
WCA
218
Westover Capital Advisors
Delaware
$345K
BWP
219
Baldwin Wealth Partners
Massachusetts
$339K
AIL
220
AGF Investments LLC
Ontario, Canada
$337K +$338K +13,256 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$336K +$140K +5,511 +72%
VFA
222
Voya Financial Advisors
Connecticut
$325K +$117K +4,605 +56%
WA
223
Wambolt & Associates
Colorado
$324K -$7.21K -283 -2%
MMG
224
Monetary Management Group
Missouri
$321K
WEC
225
Winslow Evans & Crocker
Massachusetts
$320K -$26K -1,020 -8%