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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Drive Wealth Management
Utah
$262K +$9.11K +1 +3%
BCWM
552
Bartlett & Co Wealth Management
Ohio
$262K +$291K +32 New
Fisher Asset Management
553
Fisher Asset Management
Washington
$255K
PP
554
Prudential plc
United Kingdom
$254K
STA
555
Summit Trail Advisors
New York
$254K +$27.3K +3 +11%
AIP
556
Alapocas Investment Partners
Massachusetts
$252K
CCM
557
Coldstream Capital Management
Washington
$245K
BHWM
558
Bar Harbor Wealth Management
New Hampshire
$245K
DOA
559
D'Orazio & Associates
Virginia
$245K
PIM
560
Penobscot Investment Management
Massachusetts
$245K
BP
561
Ballentine Partners
Massachusetts
$245K +$9.11K +1 +3%
MA
562
MONECO Advisors
Connecticut
$245K +$9.11K +1 +3%
BOTPPF
563
Board of the Pension Protection Fund
United Kingdom
$245K +$273K +30 New
IGAM
564
iA Global Asset Management
Quebec, Canada
$245K -$5.08M -558 -95%
CI
565
Cigna Investments
Connecticut
$245K -$9.11K -1 -3%
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$237K -$36.4K -4 -12%
AAS
567
Ameritas Advisory Services
Nebraska
$237K -$27.3K -3 -9%
EWM
568
Evercore Wealth Management
New York
$237K +$36.4K +4 +16%
KI
569
Kapitalo Investimentos
Brazil
$237K +$264K +29 New
SW
570
SVB Wealth
Massachusetts
$237K +$264K +29 New
PWM
571
Perigon Wealth Management
California
$234K +$255K +28 New
BFG
572
Bleakley Financial Group
New Jersey
$229K +$18.2K +2 +8%
FBB
573
Fulton Breakefield Broenniman
Maryland
$229K +$27.3K +3 +12%
HFS
574
Hughes Financial Services
Virginia
$229K +$255K +28 New
CAM
575
Claret Asset Management
Quebec, Canada
$229K