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Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Greenleaf Trust
Michigan
$440K +$63.8K +848 +18%
JIC
277
Johnson Investment Counsel
Ohio
$435K -$110K -1,465 -21%
KWA
278
Kingswood Wealth Advisors
California
$435K -$18.9K -251 -4%
AAM
279
Advisors Asset Management
Colorado
$434K -$362K -4,815 -46%
FFA
280
Farther Finance Advisors
California
$433K +$242K +3,224 +135%
VWM
281
Venturi Wealth Management
Texas
$432K +$420K +5,579 New
DWT
282
Dorsey & Whitney Trust
South Dakota
$429K +$66.3K +882 +19%
ORC
283
O'Rourke & Company
Massachusetts
$420K -$5.87K -78 -1%
BF
284
Brucke Financial
Indiana
$417K +$37.1K +493 +10%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$408K +$34.1K +453 +9%
S
286
Sunpointe
Missouri
$406K -$11.4K -151 -3%
CFG
287
Carr Financial Group
Massachusetts
$406K -$35.4K -470 -8%
WA
288
Waverly Advisors
Alabama
$402K +$45.7K +607 +13%
ATIA
289
American Trust Investment Advisors
New Hampshire
$400K -$5.57K -74 -1%
CB
290
Commerce Bank
Missouri
$394K +$45.4K +603 +13%
RA
291
RFG Advisory
Alabama
$393K +$1.96K +26 +0.5%
Simplex Trading
292
Simplex Trading
Illinois
$393K -$502K -6,676 -57%
AFW
293
Atlantic Family Wealth
Florida
$388K -$6.09K -81 -2%
TAM
294
Todd Asset Management
Kentucky
$386K +$22.7K +302 +6%
BLC
295
Brown, Lisle/Cummings
Rhode Island
$383K -$5.34K -71 -1%
MWM
296
Meridian Wealth Management
Kentucky
$379K +$8.8K +117 +2%
AF
297
Allworth Financial
California
$371K +$121K +1,603 +50%
SRC
298
Sage Rhino Capital
California
$366K -$11.8K -157 -3%
SPIA
299
Steward Partners Investment Advisory
New York
$365K -$44.9K -597 -11%
VFA
300
Valeo Financial Advisors
Indiana
$359K +$57.5K +765 +20%