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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$564K -$22.6K -746 -4%
PMFA
152
Plante Moran Financial Advisors
Michigan
$564K
PAM
153
Pegasus Asset Management
New York
$560K +$142K +4,686 +32%
Holocene Advisors
154
Holocene Advisors
New York
$533K +$562K +18,582 New
MWM
155
Mission Wealth Management
California
$530K
ProShare Advisors
156
ProShare Advisors
Maryland
$520K +$46.2K +1,528 +9%
AG
157
Advisor Group
Arizona
$518K -$4.72K -156 -0.9%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$518K -$1.33K -44 -0.2%
GIP
159
Granite Investment Partners
California
$518K +$546K +18,068 New
GHCM
160
Glen Harbor Capital Management
California
$509K
XK
161
Xact Kapitalforvaltning
Sweden
$493K -$6.05K -200 -1%
BAM
162
Blueshift Asset Management
New Jersey
$483K -$8.89K -294 -2%
CGH
163
Crossmark Global Holdings
Texas
$480K +$1.81K +60 +0.4%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$470K +$9.19K +304 +2%
USAA
165
United Services Automobile Association
Texas
$465K -$107K -3,548 -18%
AB
166
Amalgamated Bank
New York
$465K +$11.5K +380 +2%
BPB
167
Badgley, Phelps & Bell
Washington
$459K
Creative Planning
168
Creative Planning
Kansas
$434K +$10.5K +348 +2%
HR
169
Howe & Rusling
New York
$429K
ECM
170
ETrade Capital Management
Virginia
$412K +$302 +10 +0.1%
KBC Group
171
KBC Group
Belgium
$404K +$426K +14,086 New
GW
172
GW & Wade
Massachusetts
$403K
JMPWA
173
JP Morgan Private Wealth Advisors
California
$401K
ECM
174
Everence Capital Management
Indiana
$401K +$183K +6,040 +76%
MCIM
175
Meadow Creek Investment Management
Georgia
$400K