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