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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Blume Capital Management
California
$105K – – –
TWD
502
True Wealth Design
Ohio
$103K -$21.4K -278 -16%
QT
503
Quantbot Technologies
New York
$103K +$113K +1,465 New
WA
504
WPG Advisers
Maryland
$100K +$7.4K +96 +7%
VIS
505
Vega Investment Solutions
France
$99.4K +$63.1K +819 +136%
AUB
506
Atlantic Union Bankshares
Virginia
$98K -$1.23K -16 -1%
CIS
507
Custom Index Systems
New York
$94.5K +$104K +1,350 New
Daiwa Securities Group
508
Daiwa Securities Group
Japan
$93.8K -$15.4K -200 -13%
GBT
509
Grove Bank & Trust
Florida
$84K – – –
EIP
510
Essential Investment Partners
Colorado
$83K – – –
VCM
511
Versant Capital Management
Arizona
$83K +$82.7K +1,072 +940%
Nomura Asset Management
512
Nomura Asset Management
Japan
$82.7K +$36.4K +472 +66%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$79.2K +$10.2K +132 +13%
C
514
Covestor
United Kingdom
$78K +$1.31K +17 +2%
HNB
515
Hilltop National Bank
Wyoming
$74K +$2.31K +30 +3%
WA
516
Westfuller Advisors
New York
$72.6K +$231 +3 +0.3%
CA
517
Clearstead Advisors
Ohio
$66.7K -$276K -3,582 -79%
PTC
518
Private Trust Company
Ohio
$64.5K +$154 +2 +0.2%
EWM
519
Evermay Wealth Management
Virginia
$64.3K +$57K +739 +411%
SAM
520
Smartleaf Asset Management
Massachusetts
$61K – – –
QL
521
Quarry LP
New York
$57.1K -$44.1K -572 -41%
WT
522
Whittier Trust
California
$55.7K – – –
BLC
523
Brown, Lisle/Cummings
Rhode Island
$52.5K – – –
Bessemer Group
524
Bessemer Group
New Jersey
$49K – – –
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$43.7K +$2.7K +35 +6%