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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$217K +$209K +4,407 New
TPM
477
Triasima Portfolio Management
Quebec, Canada
$217K +$209K +4,410 New
C
478
Certuity
Florida
$209K -$6.98K -147 -3%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$209K +$6.27K +132 +3%
WG
480
Welch Group
Alabama
$209K +$202K +4,260 New
SFS
481
Sowell Financial Services
Arkansas
$206K -$2.85K -60 -2%
MIG
482
McGuire Investment Group
Rhode Island
$206K +$199K +4,200 New
OTPPB
483
Ontario Teachers' Pension Plan Board
Ontario, Canada
$205K -$332K -6,990 -63%
TNB
484
Thomasville National Bank
Georgia
$203K +$3.13K +66 +1%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201K – – –
LS
486
Livforsakringsbolaget Skandia
Sweden
$183K – – –
LWP
487
Lumature Wealth Partners
Georgia
$178K +$172K +3,627 New
SIM
488
Sentry Investment Management
Wisconsin
$174K -$805K -16,962 -83%
BBHC
489
Brown Brothers Harriman & Co
New York
$174K +$25.6K +540 +18%
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$146K +$32.9K +693 +30%
OSAM
491
O'Shaughnessy Asset Management
Connecticut
$137K +$78.3K +1,650 +144%
ETC
492
Exchange Traded Concepts
Oklahoma
$113K +$109K +2,289 New
IA
493
IFP Advisors
Florida
$112K +$45.4K +957 +62%
PA
494
Parallel Advisors
California
$111K +$13.4K +282 +14%
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$105K +$38K +801 +59%
PI
496
PineBridge Investments
New York
$104K -$6.98K -147 -7%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
VFA
498
Valeo Financial Advisors
Indiana
$94K +$90.6K +1,908 New
OIA
499
Optimum Investment Advisors
Illinois
$88K – – –
WWM
500
Wolff Wiese Magana
California
$86K – – –