Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$143K – – –
GWM
427
Geneos Wealth Management
Colorado
$141K – – –
PFWA
428
Paces Ferry Wealth Advisors
Georgia
$139K +$131K +34 New
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$122K – – –
CIA
430
CSat Investment Advisory
Michigan
$102K -$11.6K -3 -11%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$90K +$7.72K +2 +10%
FNBOSM
432
First National Bank of South Miami
Florida
$90K +$84.9K +22 New
CAL
433
Capital Analysts LLC
Pennsylvania
$86K – – –
AIM
434
AIA Investment Management
Singapore
$86K +$23.2K +6 +40%
CFGS
435
Concourse Financial Group Securities
Alabama
$82K – – –
LC
436
Lindbrook Capital
California
$78K – – –
Bessemer Group
437
Bessemer Group
New Jersey
$74K – – –
S
438
SignatureFD
Georgia
$65K – – –
CWC
439
Carolinas Wealth Consulting
North Carolina
$65K +$61.8K +16 New
CFA
440
Carroll Financial Associates
North Carolina
$57K – – –
PA
441
Parallel Advisors
California
$53K -$19.3K -5 -28%
QCG
442
Quadrant Capital Group
Ohio
$49K +$19.3K +5 +71%
HFM
443
Harvest Fund Management
China
$46K -$38.6K -10 -48%
PCM
444
Prelude Capital Management
New York
$45K – – –
CI
445
CX Institutional
Indiana
$41K +$30.9K +8 +400%
SWA
446
Sutton Wealth Advisors
Florida
$40.8K -$38.6K -10 -50%
ECM
447
Estabrook Capital Management
New York
$40.8K – – –
FHA
448
Flagship Harbor Advisors
Massachusetts
$36K – – –
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$32K – – –
GAM
450
Gemmer Asset Management
California
$29K – – –