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Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$440K -$16.1K -255 -4%
AWA
202
Aaron Wealth Advisors
Illinois
$434K +$163K +2,576 +62%
HSA
203
HBK Sorce Advisory
Pennsylvania
$433K -$27.8K -439 -6%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$428K -$110K -1,733 -21%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$421K -$22.3K -353 -5%
OL
206
Optas LLC
Texas
$420K +$20.7K +327 +5%
Franklin Resources
207
Franklin Resources
California
$411K +$25.6K +404 +7%
GIM
208
Groesbeck Investment Management
New Jersey
$405K +$398K +6,298 New
HC
209
Henshaw Capital
Massachusetts
$404K
FAM
210
Formidable Asset Management
Ohio
$395K +$389K +6,146 New
VA
211
Vident Advisory
Georgia
$393K +$56K +885 +17%
S
212
Sunpointe
Missouri
$393K +$41.1K +650 +12%
JIC
213
Joel Isaacson & Co
New York
$391K
Lazard Asset Management
214
Lazard Asset Management
New York
$389K +$7.97K +126 +2%
GWM
215
GSB Wealth Management
Connecticut
$384K -$8.6K -136 -2%
GC
216
Guggenheim Capital
Illinois
$384K -$64K -1,012 -14%
BCA
217
Bay Colony Advisors
Massachusetts
$378K -$5.69K -90 -2%
HIC
218
Hartline Investment Corp
Illinois
$378K +$372K +5,879 New
BSW
219
Buckingham Strategic Wealth
Missouri
$378K +$4.49K +71 +1%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$376K +$8.67K +137 +2%
CCM
221
Coldstream Capital Management
Washington
$375K +$86.7K +1,370 +31%
QT
222
Quantbot Technologies
New York
$375K +$369K +5,834 New
MWM
223
Meridian Wealth Management
Kentucky
$374K +$22K +348 +6%
FAIM
224
Financial Advocates Investment Management
Washington
$363K +$30.2K +478 +9%
KFS
225
Keynote Financial Services
Connecticut
$363K +$357K +5,644 New