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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$328K -$93K -1,646 -22%
1WA
427
180 Wealth Advisors
Washington
$322K -$41.1K -728 -11%
FIA
428
FNY Investment Advisers
New York
$321K +$322K +5,700 New
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$317K +$57.7K +1,021 +22%
MIS
430
Morningstar Investment Services
Illinois
$313K +$313K +5,543 New
BAWC
431
Boyce & Associates Wealth Consulting
Texas
$311K +$312K +5,515 New
NA
432
NewEdge Advisors
Louisiana
$304K -$20.5K -362 -6%
AWM
433
AE Wealth Management
Kansas
$296K +$41.6K +736 +14%
TC
434
Tacita Capital
Ontario, Canada
$292K +$1.92K +34 +0.7%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$291K +$139K +2,466 +92%
N
436
Natixis
France
$287K +$227K +4,020 +376%
Wealth Enhancement Advisory Services
437
Wealth Enhancement Advisory Services
Minnesota
$287K +$1.53K +27 +0.5%
UM
438
UniSuper Management
Australia
$284K – – –
GIBU
439
Gulf International Bank (UK)
United Kingdom
$278K – – –
BCP
440
Berkeley Capital Partners
Georgia
$277K -$735 -13 -0.3%
MFIM
441
Mesirow Financial Investment Management
Illinois
$276K +$277K +4,898 New
CA
442
Cetera Advisors
Colorado
$275K -$27K -477 -9%
CFB
443
Cullen/Frost Bankers
Texas
$274K +$3.11K +55 +1%
SRL
444
Scientech Research LLC
New Jersey
$271K +$272K +4,815 New
PAM
445
Panagora Asset Management
Massachusetts
$268K +$269K +4,753 New
PI
446
Putnam Investments
Massachusetts
$268K +$269K +4,753 New
FFM
447
Forum Financial Management
Illinois
$265K – – –
S
448
SimplyRich
California
$265K +$265K +4,698 New
ABC
449
Associated Banc-Corp
Wisconsin
$261K – – –
RL
450
Ruffer LLP
United Kingdom
$261K +$261K +4,627 New