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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
426
Banque Cantonale Vaudoise
Switzerland
$235K
BC
427
Burney Company
Virginia
$231K
DIS
428
Diversified Investment Strategies
Louisiana
$231K
GT
429
Glenview Trust
Kentucky
$231K
BWA
430
BDO Wealth Advisors
Florida
$227K
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$227K +$243K +57 New
HCM
432
Hollencrest Capital Management
California
$223K
QIM
433
Quantitative Investment Management
Virginia
$219K +$234K +55 New
PTC
434
Petrus Trust Company
Texas
$215K +$230K +54 New
FL
435
Fort LP
Maryland
$211K -$27.8M -6,518 -99%
SW
436
SkyOak Wealth
Michigan
$207K +$222K +52 New
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$200K +$55.4K +13 +35%
TSW
438
Thompson Siegel & Walmsley
Virginia
$187K
EL
439
EMFO LLC
Florida
$175K
MIM
440
Macroview Investment Management
Maryland
$171K
ETC
441
Exchange Traded Concepts
Oklahoma
$167K -$42.6K -10 -19%
JWA
442
JFS Wealth Advisors
Pennsylvania
$155K +$8.52K +2 +5%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$144K -$29.8K -7 -16%
HIA
444
Harbor Investment Advisory
Maryland
$144K
GWM
445
Geneos Wealth Management
Colorado
$135K
TFA
446
Transamerica Financial Advisors
Florida
$131K -$511K -120 -78%
SWM
447
Spire Wealth Management
Virginia
$120K
DMBA
448
Deseret Mutual Benefit Administrators
Utah
$116K -$55.4K -13 -31%
PA
449
Parallel Advisors
California
$112K +$68.2K +16 +133%
SPIA
450
Steward Partners Investment Advisory
New York
$104K