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Name Holding Trade Value Shares
Change
Change in
Stake
EC
476
EntryPoint Capital
New York
$443K +$426K +11,060 New
SAG
477
SageView Advisory Group
California
$442K -$29K -752 -6%
PAG
478
Private Advisor Group
New Jersey
$441K +$8.13K +211 +2%
AFG
479
Atomi Financial Group
New York
$438K +$178K +4,609 +73%
PP
480
Prudential plc
United Kingdom
$420K
LI
481
LifeWealth Investments
Florida
$418K +$26.5K +689 +7%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K +$227K +5,890 +139%
CIS
483
Custom Index Systems
New York
$406K +$108K +2,805 +38%
BBVA
484
Banco Bilbao Vizcaya Argentaria
Spain
$405K +$19K +494 +5%
CI
485
Cherokee Insurance
Michigan
$401K
NSEDCP
486
NJ State Employees Deferred Compensation Plan
New Jersey
$401K
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$400K -$14.8K -385 -4%
ASN
488
Advisory Services Network
Georgia
$390K +$1.04K +27 +0.3%
HSA
489
HBK Sorce Advisory
Pennsylvania
$383K +$385 +10 +0.1%
UB
490
UMB Bank
Missouri
$376K +$9.32K +242 +3%
CCM
491
Coldstream Capital Management
Washington
$376K -$5.16K -134 -1%
TC
492
TownSquare Capital
Utah
$376K +$75.6K +1,963 +26%
MCWS
493
McKinley Carter Wealth Services
West Virginia
$371K
D.E. Shaw & Co
494
D.E. Shaw & Co
New York
$365K +$57.8K +1,501 +20%
KWM
495
Kingsview Wealth Management
Oregon
$362K -$3.81K -99 -1%
LS
496
Livforsakringsbolaget Skandia
Sweden
$361K +$139K +3,600 +67%
CPIG
497
Chicago Partners Investment Group
Illinois
$360K +$11.5K +299 +3%
BHPW
498
Beverly Hills Private Wealth
California
$358K -$4.12K -107 -1%
OIS
499
OneAscent Investment Solutions
Alabama
$357K +$343K +8,911 New
IPWA
500
International Private Wealth Advisors
California
$356K -$155K -4,012 -31%